This was my first year to do a tax return involving the Required Minimum Distribution (RMD) from my IRA. I was able to complete the necessary entries as well as including the Qualified Charitable Distribution. I found that even though the software put the entries into the correct places on the final return, it was difficult to go back and find the information. The software needs to include an easier way to find the worksheet/page for RMDs. It took me quite a while to locate the information to verify my entries.
Pros: Maximizes refund
Cons: Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for taking time to provide feedback! We’d like the opportunity to work with you to address any concerns and ensure your complete satisfaction. Please contact our support team at 1-800-472-5625 at your earliest convenience.
The product is easy to download and easy to use. For the most part it is intuitive
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Gets the job done, but not good on the nuances. For those you probably need to spend on an accountant if they may be important
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Easy to install and setup. Applies updates as they come out. There are several forms mentioned but how to fill them out remains vague to no information. The search feature is great, helped find items I was searching for (forms). Pretty good software but when you can get a thorough answer regarding particular forms - it leaves us feeling uneasy - will be owe the IRS for something we are sure we filled in correctly?
Pros: Easy to import documents
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for taking time to provide feedback! We’d like the opportunity to work with you to address any concerns and ensure your complete satisfaction. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I use it every year, but I wish it were more in plain English. The wording on RMDs was particularly confusing, and I'm a former H&R tax preparer.
Pros: Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Unfair advertising. Product worked well. Advertised "Free State" but was charged for it.
Response from HRBlockBy Andrea, Social Media Team, May 13, 2025
Thank you for taking time to provide feedback! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.