Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
4
Consistently Good; Only 2 suggestions after years
on April 14, 2023
Posted by: Why Ask This Info here
from Naples, FL
Have used this program for 4 years and it is very consistent. I can match and compare my entries from last year to make sure I don’t miss anything. Only 1 suggestion & 1 quirk: 1. In FORMS: give an option to print the first 2 pages of the tax return as it will be filed. (Only print option gives you 7-8 or more pages) 2. Every year in Accuracy Review it errors me out when I put our State Sales Tax % in. It always errors if I put in 6 or 7% or any number. Otherwise the program is good.
Concerned the IRS acceptance time was listed as 4 hours After Eastern Daylight Saving Time???? (Submitted at 3:01 PM Eastern and it showed accepted at 7:01 PM ! Did the return go to Europe or some eastern foreign country? Baffling !!!
The software is OK. The search function could be more robust, actually finding relevant info to help the user complete the return. For example, the IRS did away with the contribution deduction outside of Schedule A. Instead of readily making such info available, I needed to Google the answer.
Never did figure out how to add an attachment to my State return. It automatically asked for one, which I did, but wasn't given the option to add another one that was required.
I had problems getting the 2021 taxes downloading to 2022. It left a lot out and I had to go back to the 2021 and copy or add the info myself. Never before happened. It was supposed to save time but it cost me a headache and a lot longer than ever before. I can’t give the best as all other years.
Required me to allocate capital gains income to myself and wife separately on state (Iowa) forms. This was already done on the federal return, had to enter it manually on state.
Overall design of HR Block software is excellent. However, I experienced aborts at 3 or 4 places when simply clicking an option. After restarting the software, the program repeatedly bombed at the same point. Sometimes rebooting the computer helped, but usually I had to figure out a workaround to continue. Very frustrating - seriously considering Turbo Tax. (iMac [Intel] with latest OS.) Was also frustrated by softwares insistence that the data be saved in the Documents folder. A return stored in the path I've used for a decade seemed to be inaccessible to the Block software.
Odd thing happened this year for the first time ever. There are normally several program updates from Jan thru April of the product (Not their fault, blame Congress for late changes during Christmas Tree bill season). The last update in March or first update in April (before April 10) caused a loss of supplemental income data (retirement income) and some itemized data. I had to re-input that data. Despite that I still recommend the product over Turbotax. Because of this, I downgraded the overall rating of the product to 2 stars from 4. The program should NOT drop previously saved data ! I did NOT test the import of stock transactions this year but in the past, it has been somewhat difficult. And you have to verify each record imported (very time consuming). Better to present a scrollable list to print out or save a file to do that for manual checking. That said, they do let you lump transactions together to reduce this (because the IRS allows it). I hope that is improved for next year.