I have been using the software for several years, and am happy with it. My taxes are pretty straight forward, I thought with 1099 income, interest, dividends, capital gains and typical deductions.
There is at least One BIG MISS in the software. I know the software doesn't cover every case, but there should be a more detailed interview at least highlighting potential exposure.
I have shares in a foreign corporation that I have learned is a PFIC by definition (who knew what that was?) . Read about the Moore Case that was decided by the Supreme Court mid year 2024. I have never sold shares, or received interest or dividend income. If it was a US investment, I would owe nothing. Although I own a small share of the company and have zero say in anything the company does, it is deemed I am part of a controlling interest.
Forget about the unfairness, but I had no idea about my tax exposure leading to a huge bill this year. I am required to pay taxes based on my share of the company income. I never received one cent. Yes, taxes were paid to the foreign government, but the US only gives you partial credit for that money paid.
I would recommend this to a friend!
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Multi year user. Worked as expected. Prefer local files to online files too.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 21, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
I still can't print my returns. A level 3 was supposed to call me today at 3. He did nt call. I've spent much time on the phone and in chat every day this week, trying to get this problem resolved. No luck
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800- 472-5625 at your earliest convenience.
I am happy the way the software is set up in regards of information to enter and ease of use. Used it for a couple years now. I will purchase next years too! Good job!
Response from HRBlockBy Andrea, Social Media Team, April 18, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to serve you again soon!
Very pleased with H&R Block tax software. No issues loading or using the software. Only a minor bit of confusion when filing regarding the entry of the PIN but after a call to the help desk, I got the issue resolved and successfully completed my filing.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 21, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
My personal taxes are relatively complex. The program is easy and user-friendly. The interview is great. It's great to have so much data loaded from the prior year which avoids keying in duplicate information yearly.
Suggestion for improvement: Provide better interview for the foreign tax credit 1116. The formulas are very complicated so it would be nice to have a 'learn more' note to help understand the many ratios that are applied to get to the result. I get back a small % some years and a larger % other years.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 21, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!