The program needs to make it easier to figure out whether you have met Required Minimum Distribution from a retirement plan. I found it a bit confusing and had to take extra time to work it out with several attempts.
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Max, Social Media Team, March 15, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I am a CPA and I have been using this product for my personal return more almost 20 years. I did note that when preparing my return this year - there is a problem with the software calculating excess deferrals to my 401k. In fact, I contributed EXACTLY the maximum for my age (61) but the program did not allow for the fact that I can make ADDITIONAL CATCH-UP contributions. I was able to override this mistake but it could have resulted in paying too much if not paying close attention.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 17, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
For the third year in a row, my free state download failed and I had to contact support for a manual install that they sent me.
Pros: Maximizes refund
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Max, Social Media Team, March 15, 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've used H&R several years. My only complaint is that it never deals correctly with my investment 1099 for Oklahoma, so I have to file with paper every year.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 15, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
The system has flaws, didn't ask certain questions and came up as errors
Pros: Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 15, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!