It was very disappointing that H&R no longer allows tax data to be imported from Merrill Lynch. May no longer use H&R in the future.
Pros: Easy to prepare
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Corrina, Social Media Department, April 20, 2026
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I thought process was good. I usually use turbo tax, however since they no longer support windows 10 I was forced to look elsewhere. I refuse to use the online version of either your or intuits offering.
a couple notes. your process is a little bit more scripted, its much harder to choose what you want to work on. and when you do and then go back to another area your software wants to go through the steps again. so jumping around is a bit more difficult I thought, and the process feels a bit more magic box. I feel very separated from the final product and its a bit harder to "know where" the numbers are coming from and what form you are currently filling out.
also merrill is like the 2nd largest brokerage. not being able to import documents from their platform feels like a sizable miss. fortunalty I had few trades this year.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Department, April 20, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I use this every year because it always does a good job for me.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I buy this every year because it’s easy to do my own tax return.
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I found the ability of the software insufficient for applying data from investments through JP Morgan and Schwab. Errors were seen with 1099Bs and some investments were missed entirely. The product works okay with basic W2s and interest from bank statements, but is limited when working with investment (brokerages) tax information.
Cons: Hard to import documents
Value
3
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! 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.
The software has evolved over the years. It's very usable in its current state.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
My software wouldn't download correctly but the support person patiently worked me through it and sent me another copy to get me going. She stayed online until it was working.
Pros: Easy to prepare
I would recommend this to a friend!
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I've used this for the previous ten or so years. Always easy and accurate, no problems.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Response from HRBlockBy Sierra, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!