Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
3
H&R Block Deluxe Maximize Deductions
on February 25, 2022
Posted by: D C 1966
from San Angelo, TX
Hard to use on IRA deductions. The program kept saying it was Distributions from pensions and gave a message that our IRA's did not have the required Distributions.
I like the H&R Block Deluxe 2021 Software. It was reasonably straight forward, easy to enter my data and file my return. Only thing I didn't like - I encountered two software bugs, tried to report them, but couldn't. H&R apparently doesn't want users to submit feedback on software bugs once the tax filing season begins.
Was able to manage and complete my return. However, when I tried to download it it gave me the wrong code that didn't match my computer and it wouldn't let me change it. I called, it took a while, but the agent finally straightened it out. The go to function was a bit cumbersome. The contact chat function was insufficient. I ended up having to call the number and had to go through several people to find resolution. The deduction pro was incomplete and it kept losing the cursor to navigate up and down the list. It was difficult to switch from one category to another.
During the accuracy check it kept claiming that I needed to go back to a 1099 R form and add an entry into line 16.0 ST distribution. The 1099 R had no information in this box and the program accepted that on two other 1099's. This would not allow me to efile my state return.
I am a long time user of this software, over many years. It’s great if there is nothing out of the ordinary. But this time I needed to include an external personal PDF with my exile return. Nothing in the instructions or help file for doing that so I called the software support line shown on the product screen. After 45 minutes and getting passed along to three people who had to pass me to someone else I finally got to talk to a lady who told me “oh yeah, you can do that”. She was adamant and told me exact instructions on how that would work and what the screen would show. I got off the phone and went into the program to send off my rifle and PDF. Unfortunately what she told me would occur with that process did NOT. Now I have sent the return and it was accepted by the IRS but without the needed PDF that will get everything handled with the IRS. So now I’m stuck. No way to submit the file now. This is really going to cause me further issues and problems. NOT GOOD. Support person gave me lousy information.
I have been using this product for a while, it's easily available and I like the fact I can download my stock transaction and that the software will fill out all the required forms
Pros: Easy to prepare, Maximizes refund, Easy to import documents