2024 was the FIRST year in which I had to take RMDs; I turned 73 in 2024. During CALENDAR 2024 I withdrew more than enough from my IRAs to cover my RMDs. These withdrawals were reported on my 1099Rs and I entered all this into HRB, along with the total amount of my RMDs. However, during the final check, I was asked to review some obscure form which, as far as I can tell, related to making overdue RMD withdrawals which are subject to additional tax.
Since 2024 was the FIRST year in which I was required to take RMDs, and I withdrew the full amount of required RMDs for TY 2024 in CALENDAR 2024, I do not understand why HRB thought it necessary for me to deal with a form related to overdue RMDs. I told HRB the amount of my RMDs, and the amount actually withdrawn (per my 1099Rs) from which it should have realized that I had fully satisfied my RMDs in CALENDAR 2024. The instructions that HRB provided for dealing with this form were unclear to say the least. (And although this is on the IRS and not you, the form itsef has grammatical errors that make it unintelligible.)
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, March 8, 2025
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I have been using HRBlock (Tax cut) for years and I haven't had a problem with the software. I have complete trust in the software, and plan to continue using it.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 8, 2025
We're so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
I always enjoy being able to sit in the comfort of my own home and complete my tax forms. This H & R Block Deluxe is the best way.
Response from HRBlockBy Amy, Social Media Team, March 8, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I have used H&R Block Tax Software for years and have never had any issues. This year I discovered I forgot an item and had already filed my return. I was thinking that having to do an Amended Return might be a royal pain, but the software guided me through the process. I have never had to do an Amended Return in the past so I was relieved to have the software provide me with good instructions and assistance.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 8, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
This is the first time I've used H&R Block instead of TurboTax software. I like the Block program better because of its clear helpful explanations and ease of use. The only negative is that one part of the program wasn't ready, and I had to wait some days before being able to complete my Federal and State returns.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, March 8, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
H&R has done it again. I have been using their software for about ten years now. It is so easy to use. Navigation is easy. If there is a question, the software usually has the answer.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 8, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I have been using your software for years and am pleased with it. This year I could not efile because form 8962 is not part of the interview. I am directed to enter data into fields on the form but the software doesn't allow data to be entered manually except if it's overridden. Thus it prevents e filing. Please fix this next year. Thank you.
Response from HRBlockBy Joy, Social Media Department, March 8, 2025
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800- 472-5625 at your earliest convenience.
I have used Block tax preparation software for more than a decade. Previously I used TurboTax and Tax Act, and I briefly worked as a tax preparer for TurboTax. In general I find Block's software to be more user-friendly and as accurate as its competitors. Deluxe plus state doesn't address every issue on my somewhat complicated return, but it does the job generally.. This year I rightfully found one part of the interview to be unclear because it tracked the confusing language of the IRS tax form in question without linking to the IRS instructions for the form. I called Block and received some assistance in navigating the interview. I remember the old days when twice I consulted accounting firms, at great cost, to help with difficult tax returns. For the low cost of Block's software, Block is a real bargain. It makes self-preparation of tax returns almost fun.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, March 8, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!