Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
3
IRA Conversions not clear first time
on July 12, 2020
Posted by: JoBo94
from North Carolina
Doing a Traditional IRA to Roth Conversion the first time means you need to know that a form 1099-R is used for that. The software asks you about "Retirement Income" but it is not at all clear it includes conversions! It does ask if you have any form 1099-R but it would be better to make it clear this is the portion of the interview to manage conversions!
I have used H&R Block tax software for years, and I have never had any problems either with the software or my tax returns. I don't plan to use any other program in the future. If it ain't broke, don't fix it!
I had stock sales that didn't have all the information required. Mainly original purchase date and cost basis. I wasn't able to get help because Covid-19 kept me quarentened. I doubt the info I entered was correct but i had to pay taxes on the sale so I paid it.
I've tried other "free" or cheap options. If you've got no extras, maybe they're ok, but this covers much more than the basics. It's been my go to for years
Paid the extra to get state filing, but the electronic transfer failed because of some stupid PDF995 error. Why are you trying to install that junk on my pc?
At least 3 years in a row with this product. It seems to be getting better every year. Some of the pdf downloads were incomplete but editing those best inputting from scratch. Will definitely use them again next year.
Pros: Easy to prepare, Easy to import documents, Fast