The Required Minimal Distribution causes problems. You ask if the requirement was met but if additional funds were withdrawn there is not the option to differentiate what is what. In my case the software wants me to pay a penalty based on the total of my distribution not recognizing that I did indeed meet my requirement.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Department, February 28, 2026
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
This is my third year of using H&R Block tax software. I use it for myself, my in-laws, and my parents. It easily imports necessary information from last year's tax submissions and its interview questions are (in my opinion) easy to follow and easy to understand. I have a unique perspective to use it for the retirement income of my mom, the retirement and investment income of my in-laws, and the "normal" W-2 income for myself. This year I had a different set of circumstances for myself and the software guided me into the right forms.
Pros: Easy to prepare, Easy to import documents
Value
3
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Most of product was very good. One major flaw is reporting ira rmd, Very confusing, it should be very simple. Were you required to to make an Ira rmd? Yes or no. If yes, account number. Amount of rmd required. Amount you withdrew.
Pros: Maximizes refund
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have used H&R Block for many years and can use it easily. I do still sometimes find something confusing and I like to understand how amounts are calculated so that takes a bit of research and the help isn't very useful. The audit feature works well but I found after running the Audit and then going through the filing process it found other errors and I had to go back, fix and go through the filing process again. One annoying item on my State tax forms was that it did not carry my direct deposit numbers forward and the Audit didn't catch that I'd ticked the direct deposit box but no account numbers were entered. So now I have to wait for a check in the mail.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
For the price, electronic filing of state should be included.
Response from HRBlockBy Eva, Social Media Department, February 28, 2026
Thank you for taking the time to express your concerns about the cost of our services. We understand that affordability is crucial, and we aim to offer competitive pricing while delivering top-notch service. Your feedback is valuable in helping us assess and adjust our pricing structure to better meet the needs of our customers. If you have any further questions or would like to discuss pricing, please contact us at 1-800-472-5625. We're committed to finding solutions that work for you.