Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
4
Good features, does everything I need
on February 26, 2022
Posted by: Klug
from Ohio
Seems to do a good job of capturing data from the return I completed last year. Does a good job of anticipating and prompting for actions or inputs that I'm likely to have. Is weak on explaining some topics. For example, it'll ask about other situations or taxes that might apply, but it doesn't define or explain many of them; having a a quick paragraph about those topics with a link to a federal or state instruction would be helpful at times. Also, you need to be careful when selecting input from a drop down box; if select an item on the list but then happen to touch the scroll wheel before clicking on a different input field, the input will change.
Pros: Easy to prepare, Easy to import documents, Fast
I expected more from one of the most well known preparers. The prompts are fairly easy to follow. It would be nice to have a simplified reference to what forms are being impacted when filling out a given prompt. It's nice that thorough descriptions are left for each selection. However, when I got to the filing status calculator, I noticed the "regular tax" line would decrease substantially when selecting "check if EITHER taxpayer or spouse will itemize". I spent hours looking through this form and doing manual calculations only to realize the "regular tax" row is not calculating correctly for the filing separately selection. I nearly under reported my tax liability by over $1.5K. Furthermore, when I went to e-file, after hitting "send", my card was charged and was immediately prompted to update the software. After updating, the software said I had not yet e-filed. I went through the prompts again to resubmit. The only way was to re-enter my card information and I was charged a second time - the software now showing that my e-filing was accepted. I currently have two charges on my account. Hopefully one of them will be cancelled automatically.
As always solid, easy to use and some helpful hints. Installs well, updates well, no hassles. Not expensive if you buy it a bit early, worth it. They have further improved the document import, so I had even less to type this year.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I began using HR Block tax preparation programs when it was still called tax Cut. The only drawback is that the joint versus separate preparation comparison does not auto fill the individual data as provided when I fill in joint information. Also, it is not possible to autofill separate returns from data provided in completed joint return. I understand this would be a costly major upgrade.
I'm a longtime user of the H&R Block tax program, and it's the best. Just the right amount of instructions supplied to enable a taxpayer to complete their filing and not a lot of extra useless information.