Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
5
Easy Way To Complete Your Taxes
on February 27, 2022
Posted by: back2back
from Rancho Santa Margarita, CA
Best thing I ever did was to start using this software! It keeps track year to year so you don't have to go digging for info from previous year's returns!! It also pre-loads the forms you will need (1099s, etc.) so you don't miss anything.
Pros: Easy to prepare, Easy to import documents, Fast
IRS has challenged 2019 Tax return regarding Gross IRA and net IRA after QCD. Apparently Your submission did not provide QCD amount which I provided to you to IRS and did not mark QCD next to Line 4b as required by irs on Fed 1040. I have submitted reply to IRS on Dec 7, 20 with documentation negating their claim. It will take 3 to 6 months for them to finally accept. my information. As a result I have to file all returns manually since you have not made any change to your procedure. A lot of additional time & postage. Cannot file State Electronically since I have to file federal manually. I reported the 2019 tax claim To H&R Block in Dec 2020.
I've been using this product for about 10 years and never had a problem. It's easy to go through the questions and looking at only the sections that pertains to my circumstances. It does all the math and even keeps track of capital gain losses from prior years. Also keeps track of nondeductible IRA distributions. I'm in my late 70s and having mandatory IRA distributions. Never a problem. I probably only spent a few hours total to do the return and submit electronically. The refund is always in my checking account in a few weeks - sometimes as little as 10 days. Nice! I don't use the import documents since I only get 2 forms of the 1099Rs with all the numbers I need to prepare the return.
This is the 3rd year that I've used the H&R Block tax software. The only reason I didn't rate it a 5 is that it caused me a lot more work because of the IRA Distribution doesn't show on the 1040 as an IRA Distribution but is combined with other income on the Pension line. That caused me many hour of time over several days trying to determine if I'd made an input error or if the program had a bug. I had 3 chat sessions and no one seemed to understand why it wasn't on the proper line of the 1040. I finally solved the riddle myself after I check the total income which was correct but not put on what I believe to be the right line of the 1040.
Otherwise their software is outstanding ... but I still can't understand why they have a section to enter IRA information and then don't put it in its proper place on the IRS's form.
The reason I didn't rate the software's cost an excellent rating is that I think the charge to e-file the state is way too high! If the preparation of one state return is included then that should be included in the package and not an add-on!