Customer Reviews for H&R Block - Tax Software Deluxe 2025 PC/Mac [Key Card] - Mac OS
Customer Rating
3
State Return not clear /Fed could be simpler
on March 14, 2020
Posted by: Bucksguy
from PA
Perhaps not HR fault that PA return is confusing. Fed return could be simpler if one can just choose to take std deduction if one knows itemizing can't be greater. Not clear of what significance going thru it all makes ---????
Have used the H&R Block tax software for many years, started back when the product was called TaxCut. Am very satisfied with the product's ability to calculate federal taxes and electonically submit tax forms to the IRS. Ran into an issue this year (2019 taxes) when using Form 2210 to evaluate potential underpayments of estimated taxes using the Annualized Income Installment Method. In parrticular, Form 2210 Schedule AI Part 1 Line 14 "Figure your tax on the amount on line 13" (where lnie 13 is the estimated Taxable Income) apparently calculates annual tax using the standard tax tables as opposed to using the "appplicable Tax Table or worksheet" (per IRS Form 2210 Instructions). This approach over estimates the quarterly tax payments for tax payers with Capital Gains and/or Dividends (where the Qualified Dvividends and Capital Gain Tax Worksheet is "applicable"); which can result in a predicted penalty when no such penalty is warranted. This is somewhat of a unique case, but is frustrating for those affected who have no desire to over pay estimated taxes.
I have used HR Block at home edition for my personal taxes even though I worked for Block for a number of years. Always a great product, no price surprised
Like anything new, it took some time to understand the cadence of the software. But, in the end, it has the correct edit checks and eventually you can file correctly.
Needs better guidance for Long Term Disability and Social Security Disability on where to add and not add info for both Federal and state. Such as is it additional income or W2. etc.
Needs better guidance for Long Term Disability and Social Security Disability on where to add and not add info for both Federal and state. Such as is it additional income or W2. etc.
Nearly useless. There was an error with my return that your program barely explained and asked for another $30 when I tried to select the option to ask for help. In the end, Google was more informative and helpful with finding out what was wrong and correcting it. Then I just had to print it out and mail it in because your program did not have the option to include the extra form I needed to have for it to be accepted.
Edit: Ha. Even your "Submit Review" option doesn't work properly. If I could rate you lower than one star, I would.
Cons: Doesn't maximize refund, Hard to prepare, Hard to import documents