The only issue I ever have is with RMDs. I'm not 73 so that doesn't apply (yet). I do have a non-spousal inherited IRA that I moved to my own IRA as allowed. Due to ages, I do not have to deplete the IRA within 10 years. However, for taxes, it gives me indigestion every year for basis and RMD. Maybe someday the IRS (or H&R Block) will come up with a way to make this easier.
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 14, 2025
Thank you for leaving a review, and for providing positive feedback on our tax pros. We're glad you had a great experience at H&R Block and look forward to seeing you again soon!
I have used H & R Block software to complete my taxes for several years. In general, it has been very easy to use.
Pros: Easy to prepare
Response from HRBlockBy Joy, Social Media Department, April 14, 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!
For the 2nd year in a row, the AZ State software in the "Deluxe" Software does not include AZ Form 352 Credit for Contributions to Qualifying Foster Care Charitable Organizations. The absence of this form would have resulted in my loss of a $1,000 AZ State tax credit. So I was forced to manually fill out all of my 2024 AZ State Income Tax forms and submit the forms by US Mail. Purchasing the state tax software was a complete waste of money. So much for the "Maximum refund guarantee"! And, requesting a refund from H&R Block requires a long, involved process that isn't worth the time to complete for a few dollars.
Pros: Easy to prepare, Easy to import documents
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Andrea, Social Media Team, April 15, 2025
Thank you for taking time to provide feedback! We’d like the opportunity to work with you to address any concerns. Please contact our support team at hrblockanswers@hrblock.com at your earliest convenience.
It's still ok to do my taxes with, since I've been using it for years, but the Software has a few glitches yet. Some fairly basic, like switching the State deduction choice from Standard to Itemized when it shows that would be the better choice. Seems obvious, but I had to do that manually. There are similar items with the Feds, that it seems the data is not being pulled and transferred correctly between locations. The Error check is very annoying, in that it keeps repeating the same request to change something. Think U R spending 2 much on Super Bowl Ads, vs software programmers! The help line chat was non-existent, but it's probably not fair to try the weekend before due date! But I stay with you, because you covered me the last time I was audited years ago. Thanks.
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Team, April 15, 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.
Does an ok job, but just kind of an average product. I am sometimes asked for information that should be pulled from past returns that I have done with your software. Also, the state software also asks me for information that I have already provided for the federal software.
Cons: Doesn't maximize refund, Hard to import documents
Value
3
Response from HRBlockBy Corrina, Social Media Team, April 15, 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.
The Fed Return went well. I took itemized but it did not carry over to the Kansas Return. Did the software give me a choice if so, I did not see it. I had to mail an amended return.
Response from HRBlockBy Tra, Social Media Department, April 15, 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.
Working with HR Block software is so much easier than trying to decipher the IRS often confusing language and forms Have relied on it for a number of years to make doing our taxes less of a hassle.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, April 14, 2025
Thank you for taking the time to rate your experience with us! Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!