Very good software, however but really clumsy at the final checking for errors and warnings
Pros: Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, April 17, 2025
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.
Good means to aid tax return preparation and filin
on April 17, 2025
Posted by: sjessee
from Delaware
Verified Purchase:Yes
I have used this software for years because it is relatively efficient at helping organize and enter the necessary information to complete the tax filing. However there are two big improvements that would bring it up to 5 stars for me. First, I was excited to see the automated information entry from my downloaded PDF tax form files. Unfortunately, it totally mishandled the first file I tried, resulting in corrections I needed to make that exceeded the effort of just entering the data by hand. The second involve its handling of the K-1 forms for securities involving limited partnerships, especially in tax advantaged accounts. It appeared worse this year at handling this in my IRA than last year. I am not confident that is gave me the deserved break that it provided last year. Perhaps the rules changed, but its handling was far less straightforward.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, April 17, 2025
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.
Best features: copy from prior year, audit before file, filing for ext and transition from ext to final filing.
I would like to have the explanations continue to grow, perhaps add links to specific irs.gov documentation for further detail on some topics.
Would like to see if MacOS version has improved since last time I tried it in 2010.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hello, thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
In general it's good. It is however clumsy for investments in CDOs and other investments with OID, and Market discount. In particular the adjustment for MD is enter as a negative, but an OID Bond with MD is entered as a positive. You do not find the out until you e-file. A few additional instructions please!
Pros: Easy to prepare, Easy to import documents
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
There are aspects of the functionality and reporting I find difficult to understand. Being able to after-the-fact print the local tax form, the CLG... - took me a good 15 minutes to figure out how to locate and subsequently print, because it is not listed as a "form". Why?
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
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 have been using HR Tax software for years, taxes are very easy and fast to complete. No kickback from the IRS yet!
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
Hi, thank you for taking the time to rate your experience with us! We're thrilled to see that you had a fantastic visit. Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
I purchase product every year and was happy with it. This year there were forms I needed that was not available, deduction section wouldn’t load many items, and for filing the title instructions page where to mail state taxes was wrong causing my taxes to be returned by the post office.
Cons: Hard to prepare
Value
2
Response from HRBlockBy Eva, Social Media Team, April 17, 2025
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.