The tax software is generally easy to use, but I had two problems with it. One, it said that I failed to withdraw the RMD from my IRA account and owed a $19,000 plus penalty, even though I had withdrawn more than the RMD and entered all 1099-R information correctly. The other problem was my efiled returns were rejected because the ID PIN number was incorrect or missing, and this was never addressed in the tutorial instructions or final check. Steps should be included to prevent this problem in the future.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, March 11, 2025
We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I am a long time of H&R Block Deluxe Software and has always done a good job of doing my taxes. The program fills in all of last year's 1099 which helps you not forget one of them and if not needed it is easily deleted.
Pros: Easy to prepare, Fast
Value
4
Response from HRBlockBy Brittany, Social Media Department, March 11, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have used this program for about 5 years. Prior to this I used a tax package furnished by AARP to use for the senior tax-aide program. It is easy to use like the previous program.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Brittany, Social Media Department, March 11, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I used a different tax software for many years until that company became greedy and wanted to charge extra for investment functions. I switched to H&R Block software and have been very satisfied for about five years now. I have retirement income, soc security income, and also current employment income. I also have a variety of investment income and itemize deductions. The software handles all these. Help screens are available on most topics. I have never needed to use their help line.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Value
5
Response from HRBlockBy Kira, Social Media Team, March 11, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have used this deluxe version for several years and is good, but i was disappointed with this years, when it came to the final review of the "accuracy" of the return. I went to fix a few items mentioned and found no matter how i complied and filled the items noted, they wouldn't go away and were back once again. I finally gave up and filled with the items open. I even got a warning that i might get flagged for trying to take the earned income credit, when i was doing no such thing. I was submitting a "home energy credit" and checked the 5695 form and verified i did it right.
Pros: Easy to prepare
Cons: Time consuming
Value
3
Response from HRBlockBy Brittany, Social Media Department, March 11, 2025
Thank you for taking time to give us feedback! 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.
Federal instructions difficult to follow at times, especially estimated tax penalty. Otherwise, Federal return completion was acceptable. Montana income tax instructions and lack of forms was disappointing. The state tax portion is poor.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare
Value
3
Response from HRBlockBy Brittany, Social Media Department, March 11, 2025
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.