Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
3
no crypto help
on April 18, 2022
Posted by: by whom
from ohio
For 2 years I have been asking you to work with Zen Ledger to develop a direct Crypo coin tax input like Turbo Tax has had for several years to relieve the cumbersome input process a bit.Would not recommend you until you do and likely will cease using you soon if you don't.
I had a frustrating time with the software this year. I created an IP PIN with the IRS months back which I had forgotten about. I submitted my completed federal and California returns, but the federal was rejected. The rejection report indicated that my IP PIN didn't match. H&R Block has a screen that includes a PIN (5-digit, can be anything) during the eFile process. I thought this was the field for the IRS IP PIN. I changed the PIN and re-submitted. This submission was also rejected. Since I copied and pasted the PIN, I didn't notice at the time that the IRS PIN is 6-digits and the H&R Block PIN is 5-digits. I then searched the help options in the software for IP PIN. There are four entries, none of which tell you where to input the IRS IP PIN. I called H&R Block and while on hold, I searched the internet for the answer. I found the answer online and then updated my federal return.
What I find frustrating is that if H&R block knows that there are multiple PINs, then there should be a big warning before submitting to ensure the user has entered the correct PIN in the correct place.
After getting my federal return accepted, the state return came back rejected. The accuracy report has not issues. The rejection form says to go and manually look at all of the tax forms. I checked through a few forms which was time consuming. Plus, I buy the software so I don't have to try and understand every question.
I ended up printing my California tax return and mailing it. What a pain in the butt.
Somehow I thought I would receive an email or bill or something for amount owed. It was only when, a couple of weeks after filing, that I went back and checked status of return and realized there were more steps to finish.
I encountered a few bugs this year. I completed my return and those of my two sons. I was completing my son's return when I got to the state return section. It downloaded the state return software and installed it. When it came back up, it had switched to my return at the step in the process to start my state return, which I was not an yet in my return. Also, for every 1099-int that I entered, it gave me no place to enter the fed id for the payer/bank. So, when it check for issues before finalizing the return, I had to enter it manually, directly on the form. Also, I had a distribution from a college savings plan. Instead of providing information on how to calculate what is taxable, it just pointed me to an IRS publication.
I have been using H&R Block tax preparation software over a decade now (since back then when it was named TaxCut). It has been so easy to use that I have been just buying the new version ever year to do my taxes. It takes the stress out of doing my taxes, because it gives me confidence that I can do it by myself without outside help even on the last weekend just before the tax day (yes, I am a procrastinator!).
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The product is good but could use improvement in a few areas. The previous two years, it automatically did the Qualfied Business Income form (8995 or 8995-A). This year, the software says, "Go figure it out yourself." No explanation for the change. Basically you would need a college course to figure out how to fill out this form. The IRS instructions are gobbledegook. A second complaint: the software forces you to review every stinking stock transactions, including the dozens of "micro-trades" of a dollar or less that you get for holding a precious metals ETF like GLD or SLV. That might not be so bad, and maybe it is required by the IRS, but the software makes it harder. You review one, then when you are done, it does not take you back to your original position in the list. Instead, you have to scroll down from the beginning of the list to find the next entry to review. You have to do a lot of such scrolling, as the list is generally very long (I had over 100 such entries for GLD alone). Repeat ad nauseum. The process takes hours. I may try Turbo Tax next year.
I keep getting rejected based on prior year’s AGI. It is ok. Check boxes are incorrectly filled and overrides prevent electronic filing. Wha??? No we were not military. But no I can’t say that or it will prevent e filing. Wha??