Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
4
Could have been better
on March 17, 2022
Posted by: Bookie 2022
from Dumfries, VA
I received 3 1099-K's No where in your software did it tell me how to deal with that. You need to add a section that tells your users how to complete Form C and claim the difference of what the 1099-K shows and what you actually received in your bank account.
When filing a return for someone who qualifies income wise to be in a no tax status, the program does not allow you to go forward when there are no deductions as well. Forcing you to not be able to efile the Federal return.
I have been a long-time loyal user of this software. I am not happy with having to download online, as being from the old school I liked having a disc at my fingertips. .However that is not the reason I've downgraded from previous 5 star ratings to 2 stars. I was unable to download extensive financial data from Charles Schwab, having to enter it manually. I assume this was an HRB problem, but if it was a CS problem, I would upgrade rating to 3 stars. I had to engage the Help staff to circumvent a problem e-filing my 1040. It insisted that I enter my spouse's 2020 AGI, although we filed jointly. The HRB rep was very helpful with this issue, after my return was rejected several times. The virtual Help chat was useless with these issues and it took forever to get a human helper on the phone. My hope is that 2022 will be as seamless as previous years.
HR Block downloadable tax preparation tool is easy to use with guided steps. I really like the workflow approach to tax prep because it is easy for me to understand, basically it is declaring your income then see how we can reduce our tax liabilities through deductions, adjustments, credits, etc. I felt confident in my submission, like there is little chance I will be audited. And, of course, there is the convenience of e-filing and direct deposit of returns. With proper preparation throughout the year, doing taxes is easy at the end of the year.
Pros: Easy to prepare, Easy to import documents, Fast