Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
2
Very troublesome!
on March 21, 2022
Posted by: JohnBoyAA
from Ann Arbor, MI
I have used H&R Block Tax Software for several years but never have I used the efile option. This year I tried to file electronically. Not knowing how to attach documents needed for justifying the 3 charitable contribution letters, I waited for your chat option. After about 1 hour I got the message from the chat. It said "To attach supplemental documents or statements that the return requires: 1.Navigate through the File tab. 2.At the E-file Your Return page, hit the Send button. 3.A dialog box which says Your return will now be transmitted to the IRS will appear. Click OK. 4.On the screen labeled Your PDF Attachments, click Attach. (Steps 4-6 won't apply if the return doesn't require attached documents.) 5.Navigate to the file you need to attach and click Open to attach the file. 6.After the PDF is attached, click Finished and the return will be transmitted to the IRS and/or DOR. The problem: No screen labeled "Your PDF documents" ever appeared. Now my IRS submission will be rejected. The IRS is so overloaded I may being years resolving this. Ugh...
Have used the H&R Block tax programs for quite a few years and overall have been satisfied. Don't know what happened this year but information I was putting in kept changing or disappearing.. I saved the program every time I exited but upon reopening I found information had changed. Finally, when I was ready to file I reviewed every entry to make sure nothing changed then filed real quick. On 2 occasions the final accuracy check found entries that needed to be fixed. On both occasions information which I had entered disappeared and I had to re enter before filing. Don't know if my software was defective or my computer was playing tricks on me but I was totally frustrated> Will think twice before using H&R Block software again.
Thank you for making this so easy, I dread this every year because we always owe money and I’m never sure if I’m doing it right. Thanks to you guys for helping me out.
I have used this product for more than 15 years. It still delivers the quality that I have experienced in the past and expected for completing my 2021 Tax Return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Since I tried to review my return the pages were filled in with no numbers but my financial institution name. Very frustrating so I had to send in without double check. Now fed has rejected it. More frustration.
Instructions on the state taxes for Michigan were very confusing. Mentions removing state tax refunds from the AGI but doesn’t show how to do that. Also struggled with the charity credit and now have to file an amended return to take it. Never had to do that before.
The user interface is okay as long as you can stick to the script, but navigation is only to broad areas, where you have to click through screens to get to the specific item you want.
The inability to go from a form to the interview is also a substantial drawback.
Importing of values from Quicken Tax Schedule report was imprecise, often lumping things together, e.g., all charitable contributions as if from one of the many sources, so I had to enter manually the various amounts anyway, which made the import of that portion pretty useless.
Bottom line: it works & it is a little cheaper than the major Windows competition, but may or may not be worth the savings.