Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
1
TERRIBLE HELP!!!
on February 26, 2022
Posted by: Why the Hell Give you one
This was a total DISASTER!!! I read IRS instructions and prepared a paper copy in about 1 1/2 before starting your Software just to have a base. It took at least 6 hours and 11 attempts to get help from your company. I was transferred from the initial person quickly after briefly explaining my need to separate income information between my IRA distribution and pension. I spent most of the time on HOLD with Horrible Repetitive Music. I was cut off before getting any useful information until my last contact. I was even cut off from him after he gave me a couple suggestions on finding necessary instructions so lines 4 and 5 of my 1040 could be completed as required by the IRS instructions. A simple instruction by HRB addressing how to separate IRA and pension information on the form WOULD HAVE SAVED LOT OF FRUSTRATION. I was even instructed to use 1040SR which would normally have IRA information required.
Cons: Time consuming, Hard to prepare, Hard to import documents
For all the prior years of using H&R tax software, 2021 failed me. There was no form 1040N-V to go with paying my state taxes. Plus, the checklist told me to include pages 1-2 of my Federal. Following the provided print instructions, instead of just pages 1-2, I wasted ink and paper on more forms printed.
Excellent product, my spouse passed and I missed a 1099R consolidated requiring a 1040X to be filed. While complex, the instructions allowed me to complete this process and the IRS has accepted the amended return
Have used H&R Block for several years. This year I had issues with the data being retained in the forms. I went from owning a minor amount to getting a overly large refund to just a refund. One issue was the very late arrival of IRS letters 6475 (Covid stimulus money), one which took a month to arrive and causing me to update my return. Another issue was during this process, one of my 1099-R federal tax paid block went from $5k to $0 and that caused a large amount to be owed. If it was for the fact that I had the same income, I probably would have paid because the program didn't flag any missing data to double check. Only when I printed out a copy am manually when line by line did I find that not all of the taxes paid was on the form. Then I had to do a screen by screen search where the error was. I think it occur when the program automatically imported documents even though I didn't request it and it over wrote my inputs.
I have used HR Block software for several years with excellent results. Much easier than doing returns manually. The software guides the user through the process and checks the accuracy of data entry.
No Reports! No info on CarryOver Loss for 2021. TaxAct gives several interesting reports after completion - including carryover loss amount for 2022 return year.