Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
3
Lack of Form
on March 28, 2022
Posted by: SaulSi
from Tucson AZ
The same problem comes up every year. The Arizona state software does not include Form 348. I have to download it from the AZ website and fill it out outside the program. This makes it impossible to file the return electronically. Nearly everyone who files Form 323 (which is included) also files Form 348. When will you fix this problem? Or should I use TurboTax next time?
After using the software for the last 12 years I had a problem getting the IRS to accept the electronic filing because they said the AGI didn't match even though even the official IRS transcript said it did. BUT what the heck it Covid Year and I figured there was problems to be expected. This year I have the same problem. If I can't file electronically what am I buying the software for? Yes I have checked the AGI again this year and it is entered correctly.
This is the first time I've used the upload method to enter W2's and it didn't go so well. Words were misspelled, amounts incorrect, and not assigned to correct person. I pretty much had to manually enter anyway...
I got hung up for a while on the IRA roll over vs conversion question. I said yes for roll over when it was really a conversion. The question was there with the exception at the end for the Roth IRA. I missed it and even though the 1099 R said it all was taxable. The software exempted it because I classified it as a roll over.
I have been using Deluxe version since last more than 30 years, I am missing disk version but got used to downloading type. Very easy to follow each segment.
I chose to try H&R Block tax software this year having used Turbotax for decades as Turbotax was having issues with some forms and delaying my return. Good basic tax software although the CC vendor pay1040 was an absolute clusterf&*k. You would think it would be able to import the user info automatically but it did not, you must input a bunch of personal information again to make your payment. The website did not feel very secure as well.
Pros: Easy to prepare, Easy to import documents, Fast
Lots of help in preparing my 2021 taxes, and even got help with an amended return when I received a 1099R in the middle of March after filing original and receiving my refund via bank transfer.
Getting more friendly to use. I have one complaint, still some repetitive input of names, w2 info. Need to have the w2 info really excel and since previous years taxes are in dbase, stop the repetitive input. This should include bank information if with same financial institution
Pros: Easy to prepare, Maximizes refund, Easy to import documents