Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
4
very good
on March 19, 2022
Posted by: Clint 2
from OHIO
Good. I would appreciate the ability to add a note in the body of the program instead of having to wait until after you hit "submit." If you made a mistake in the note, it's too late to correct. Also, include form 8621 for e-file. I have to send amended return by mail each year and use only the first two pages of the form with a couple of entries and no change in the tax amount.
This year, the way the H & R Block program handled my CSA 1099-R annuity, was that I had to manually add it to the list of 1099-R’s under the already imported RMD distribution.
The fact that the program readily handled the SSA-1099 in the questionnaire, you would expect it to do the same for the CSA 1099-R Government Annuity. However, it was only when you go into the edit mode for a blank entry line under your RMD import does the program switch to asked what your entry is for by presenting a bullet selection for the CSA 1099-R. This was the first that I saw the CSA 1099-R Government Annuity in the program.
This exercise and discovery was a cause for much confusion and delay in trying to find how and where to enter my Government Annuity. This was a change from previous years, when it all went seamlessly. Like Turbo-tax, one's government annuity seems to be the least that tax programmer's give much consideration too. Worse, many times they get Government Annuities mix in with IRA distributions, to make it more confusing.
I had the most simple taxes this year with only wages but Block gave me $2 less credit than when I filled out the exact same info. on IRS website worksheet, leading one to wonder what errors there may be on more complicated returns. It's also such a pain to go back thru the whole thing when you only need to edit one part, but it usually doesn't "take" without doing so.
I've used H&R Block software for many years and this is the first time I've had an issue with it. I tried the help screens, guide me, and chat. Nothing resolved my issue. I went to the IRS website for answers and got the information I needed, but the software would not allow it. It did make a difference in how much my return is, but not worth the agony of trying to get help.
Pros: Easy to prepare, Easy to import documents, Fast