Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
2
E-filing a problem
on March 18, 2022
Posted by: Discustapaded
from Pennsylvania
I bought the delux with state, and again this year the state needed a credit card number even though I already paid for it. Also, I had to resubmit my federal. After that the state didn't show up in the software. I had to re-submit the state to get it to show, and it charged me again.
I've been using TaxCut and its H&RBlock sucessors for about 20 years. I've never had any IRS issues. However, every year it seems that the Schedule D investments never quite align with the values I get on my broker-printed 1099 -- I download a TXF file. Not sure if the issue is the software's handling of the TXF or something else; in particular, I always seem to have issues with any 'wash sales' and a few other types of investments. It would be extremely useful if there was a set of instructions about how to interact with the software. I'd happily settle for downloadable version. The official IRS manuals are useful in understanding what a 'wah' sale is, but it is useless in figuring out how to relate the IRS language to the TaxCut 'interview' screens -- especially as related to investment. For example, was 'basis' should be listed in TaxCut? Why doesn't the 'disallowed' amount reflect in what I assume is the correct way?
Had a difficult time filing electronically and traced to this problematic glitch in form (8888) on the Mac version of the program. Have used HR&B program for 20 + years and this was the most difficult issue I have dealt with.
Last year when I owed money to the state, my printed version included a payment voucher with the amount I owed already filled in. This year, I had to hunt down and find the form to print, and write in myself what was owed. I found that rather odd.
Pros: Easy to prepare, Easy to import documents, Fast
I understood when it said "ONE STATE" filing, that it included e-file. So, my mistake! Also, not as thorough as Turbo Tax, to me. I'll be going back to TT.
HRBlock software allows downloading of financial institution data. That's great unless there is a problem. When one of my forms was not ready, I had to download the forms from the same financial institution a second time. HRBlock software made duplicate copies of the information already downloaded. What a mess. Then, because HRBlock software insists on verification of the downloaded data, the delete button and the next button are RIGHT NEXT to each other. There was no "are you sure?" for the delete. I had a lot of trouble finding out what entries had been inadvertently deleted (about 1% in my case). When I re-entered the data, the new data was put in a different sequence than the original. Bottom line: redownloading and verification of financial institution data was difficult and error-prone.
The Worksheet to fill out with all the information after it was entered took longer to complete than to do the taxes. I did my brothers return. He is single. It took a long time to complete this as it kept demanding wifes information and giving me error readings. Is this a H&R worksheet? What is the purpose? Who required it?