Good program with terrible service if you need it.
on April 16, 2021
Posted by: Anonymous
from Troy MI
Verified Purchase:Yes
Easy to use. Leads you through the tax process. However, if you gave a problem and need to call for help, they are horrible. Actually they solved the problem well but expect at least an hour on hold. And the holding line cuts in and out so you won’t be sure that they are still there. Fortunately I have only had to call once in 12 years.
Deceptive advertising, dishonest business model, sold as package of Federal and State but after finishing all work in entering and preparing, once is hit with a ridiculous surcharge of 50% to file the state return
If you have a "normal" tax return, Block works pretty well. The interview walks you through the data entry and fills in the forms appropriately. I ran into problems with auto import of investment data where it would add the same data twice which would cause over payment of taxes if you don't see it. For complex investment situations, like a limited partnership (schedule K), Block essentially says that you must read the IRS instructions and manually fill in some of the forms. Most people will not deal with this but is still is annoying. Another problem is that with the Arizona state return, it is missing some common forms, (like 352) which means you must mail a paper return instead of e-filing.
Overall, the H&R Block software is pretty good. I've been using it for years. But this year I had trouble printing it from one of my computers. Nothing I did resolved the problem. I finally had to move everything to a different computer, where I was able to print out a return. Also, the e-filing didn't work - twice. So, I ended up mailing the return. Evidently, the IRS didn't agree with my entry of last years AGI. I tried changing it to what I have in my records, but they kept saying that was incorrect. Any attempt to find where to change it in the program was difficult. I tried the worksheet, but that didn't correct the problem.