Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
4
Small Print
on February 5, 2024
Posted by: GrampsO
from USA
I've used HR Block now for many years. As I get older it becomes harder and harder to read the incredibly small print in the program. Could they PLEASE make the print at least twice as big!
I've used this H & R Block tax program for over 15 years, and never had an issue. Program is very user friendly and highly accurate, if you've kept good records and can follow basic instructions.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
At the end of entering my information I got 2 data verifications errors. The first one was red and wanted me to change a check box from No to Yes for if I received a digital asset. I did not, but I changed the check box to get through the verification. The second one stated that my ssa tax withheld was greater that my ssa tax benefit on 1099-ssa, it was not so I just closed the warning box. When I continued through the program it went smoothly and didn't stop for any problems. However, when I reached the screen telling me that the irs needs my agi from 2022, it stated that my agi from last year was transferred into the box; it was not transferred, it was zero. I got it from my last years return and entered it. When I was having problems with the data verification I tried the online help chat. It was less than worthless. It responded with silly questions and no answers. I would not pay anyone working on that chat program.
Pros: Easy to prepare, Easy to import documents, Fast
Capital gains entries are limited to under $10 million so have to break entries into multiple entries which is time consuming. Please expand these fields so there are no limits
Confusing when it comes to inherited IRA - "Did you inherit this IRA?" well do I answer yes this tax year and all tax years thereafter? Once inherited it rolled over to my account, so I'm guessing yes to the year I inherited it and no to all other years. The HELP was not so helpful. Also, it kept complaining that the interview was not complete and required an update that is not available as of 2/3/2024 - not ideal.