There is a confusing error in the software where it asks about RMD to see if you've taken enough. I did take enough but the form somehow showed I had excess accumulations, which is false. I had to search for this problem in online chat groups to find this was a known error, not corrected as of 4/9/25, and the way to deal with it was to delete the form. Luckily, I caught it so it wasn't flagged by the IRS.
Also, the MA entry for pre-taxed retirement contributions is not explicit and it's easy to forget to add in the current year's RMD.
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Asiya, Social Media Department, April 13, 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.
Worked very well. More characters required than "Worked very well ", so here are more characters. Personally I thought "Worked very well" would be adequate for the clowns who asked for this survey, but I guess not.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
Value
4
Response from HRBlockBy Asiya, Social Media Department, April 13, 2025
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’ve been using it for many years. I like that it is consistent and I don’t have to re-learn it year to year. Very easy to extract info from the previous years return.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 15, 2025
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.
Consistently efficient and straightforward software . Didn't help any with Hurricane Helene relief like it claimed, but I would recommend it still.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
3
Response from HRBlockBy Asiya, Social Media Department, April 13, 2025
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 have used Block’s software for years. It is easy to use. My only complaint is that the font size is too small and does not appear to be adjustable.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 14, 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!
its very hard to use the Tentative Entry feature. it doesnt show on the guide sometimes and is hard to see on the forms
Value
2
Response from HRBlockBy Tra, Social Media Department, April 15, 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.
The product is good. It could be better by asking more questions in the interview and by including AI supported help in bring up forms or answers to questions even if it were to just send in you in the right direction.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 14, 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!
Not as good as previous years. The 1040ES vouchers wouldn't print and there were other deficiencies in the estimation of next year's taxes. The IT workers need to do a better job of checking their work.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 14, 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!