Did not work because I had a small amount of cryptocurrency. I had to use the online version and pay for that as well.
1099-DA Form would not accept the input.
The 1099-misc also did not work.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Response from HRBlockBy Maria, Social Media Team, April 27, 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.
Overall good product, improvement needed in 401-k.
on April 24, 2026
Posted by: HRBlock1stTime
from Alabama
Verified Purchase:Yes
Overall, the product was good. This was my first experience using H&R Block tax software and I had used TurboTax for 15 years. The primary reason for the switch was TurboTax would only operate with Windows 11 and my computer is still Windows 10.
The biggest issue I had was in reporting 401-k plan direct rollovers. It was fine on the U.S. 1040 side, correctly showing in Pensions and annuities and non-taxable. However, when that transferred to my state return it was reported as taxable. There was no warning or message that displayed to alert me to this, but it was clearly evident. I believe part of the problem with this was none of the direct rollovers I reported were able to be imported directly to H&R Block, I had to manually key each of the entries. I believe all of this was done correctly. It took me considerable time to find the solution to have each of these direct rollovers report as non-taxable on my state return like my federal return. Ultimately, it was on a worksheet which fed into a report.
Other than the issue with 401-k direct rollovers, the only other comment I would make is the H&R Block software didn't appear to be as helpful as TurboTax which would constantly provide prompts and relevant questions.
The price was competitive.
I will also say that it was some years since I reported a 401-k direct rollover with TurboTax and I'm not sure of the ease of their product in this operation.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Maria, Social Media Team, April 27, 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.
Been using for about 10 years now. With most things like 1099's now just "plug and play", I am able to get through the taxes in just a few hours. Help screens are useful, and only occasionally do I have to look outside the software for complicated questions. Tells me when issues come up (ex., non-qualified overpayment to IRA). Just started using import from financial institutions, which has been a time saver.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Maria, Social Media Team, April 27, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
I had a real estate investment and the software was not updated to work with it by April.
Value
5
Response from HRBlockBy Sierra, Social Media Department, April 24, 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 ve uses deluxe and State for 20 years.im generally happy but 10 years ago they dropped a VERY helpful report. You can't print a compare to prior year summary. With that you can see varuatiin and if you missed something. I now do manually in excel. It would be great if they brought that report back. But they probably wont
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, April 24, 2026
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Many years of satisfaction with easy-to-use tax prep software.
Pros: Easy to prepare
Value
5
Response from HRBlockBy Sydney, Social Media Department, April 24, 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!