I am fairly pleased with the software with the exception of the download function from Fidelity, my financial institution. The software did not download my 1099's correctly. After several attempts, the download function duplicated one of the 1099's and did not download the second. There should also be an option to download just the summary information or the full 1099 information. I had to correct and enter the data manually. This is the first year I've had trouble with the software.
Pros: Easy to prepare
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Sydney, Social Media Department, March 16, 2026
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Been using HR Block tax prep tools for years. They're always easy to use and have always performed well for me. Couldn't get by without them.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sydney, Social Media Department, March 16, 2026
We are so happy to hear about your great experiences! We appreciate your time & business, and thank you for taking time out of your day to provide us with valuable feedback! We look forward to seeing you again next tax season!
No issues with the product - have used for years. Technical and other support is less than adequate.
Pros: Easy to prepare
Value
4
Response from HRBlockBy Sydney, Social Media Department, March 16, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
In the past, I have always given a 5 out of 5 rating for the software. But this year, I was very disappointed with the software. I received a lump sum social security payment in 2025, for 2024. The software stated that the software wouldn't calculate this lump sum payment and for the first time, referred me to an IRS form to manually calculate the tax on this payment.
Pros: Easy to prepare
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
3
Response from HRBlockBy Max, Social Media Team, March 17, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize that you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
I use it every year and never had a problem with it very satisfied
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Sydney, Social Media Department, March 16, 2026
We are so happy to hear about your great experiences! We appreciate your time & business, and thank you for taking time out of your day to provide us with valuable feedback! We look forward to seeing you again next tax season!