Like the title says, I have been using the software for many years... probably 15 years or more. The interface, well, its been the same too. You can either see that a a negative that there is little innovation, or a positive that you know what to expect and know where to search for things. Ultimately the reason for the 3 stars rather than 4.... It did not pull in my Webull trades electronically this year. I had to spend over 3 hours to enter them all manually. Went back to using Robinhood. Also, the price increase for this year is a zonk.
Pros: Easy to prepare, Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
2
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.
I've been using H&R Block tax software since Block released it, and prior to that for a long time as "Tax Cut." The software has always been very helpful and made a stressful and sometimes arcane task much easier to deal with. That hasn't changed, but even so Block has continued to improve it by always providing the latest updates each year and through the current tax-preparation season. It's very easy to use, yet if you do have a more complicated tax situation it will most likely offer what is needed for you. I would hazard a guess that the other tax prep offerings are very good as well, as they've been available for a long time and if they weren't serviceable I would think they would have disappeared off the market. But I really like Block's approach of starting off each year with importing the needed information from last year's returns and doing so every time without errors or need to correct anything. That also applies to how the software handles each tax season: No errors, mistakes or need for corrections. I appreciate what Block has achieved and plan to stay with Block for each new tax year.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, April 17, 2025
Thank you for your kind words! We're thrilled to hear that you had a great experience at H&R Block. Your satisfaction is our top priority, and we're grateful for your feedback. We look forward to serving you again in the future!
The best tax preparation software I have ever used, which is why I keep coming back every year. My return was processed and funds sent to the IRS within about eight days of filing. When I was employed and paying taxes on wages, my refund was usually in the bank within a week to ten days, year after year.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 17, 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!
I have been using this software for over 20 years and have never had a problem. I highly recommend this for ease of use. Every Subsequent year has gotten easier, and as other organizations have started offering easy download of documents into the software directly, This has turned into a less than 1 hour process.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 17, 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!
Seemed to work pretty well this year, but then my taxes are getting simpler, I think.
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
Form 8962 1) IRS web site says: Policy amounts allocated 100%. If 100% of the policy amounts are allocated to you, check “Yes” on line 9 and complete Part IV by entering 100 in the appropriate box(es) for your allocation percentage. If 0% of the policy amounts are allocated to you, complete Part IV by entering -0- in the appropriate box(es) for your allocation percentage. https://www.irs.gov/instructions/i8962?
2) This issue is at least 3yrs old according to this link: https://www.reddit.com/r/tax/comments/tljna4/form_8962/
It resulted in wasting time and paying more in taxes
3) Form 8962. Line 11, 12 etc column (d). Software does not include the IRS instructions in the Form 8962 itself which states " if zero or less, enter -0-"
Cons: Doesn't maximize refund, Hard to prepare
Value
1
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.