It was easy with the exception of the RMD part. The system said that I should calculate the RMD, but doesn't tell you how.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 10, 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.
Every year, the software last or near to last steps of data accuracy is hard to understand what to do to go to the next step. If I delete that page, it pops back up as an error again. Try give a line or two what my options are to move on and submit.
Pros: Fast
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 10, 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.
Overall the program works great. Easy to navigate and put in the information needed. One area is Not good and that is the planning section. I have had to use my 1040 to get any idea of what to set up for estimated taxes for the past two years. Used the forms mailed to me by IRS to confirm. Planning used to work well but starting last year it is nothing but frustrating. You need to fix it please.
Response from HRBlockBy Tra, Social Media Department, April 11, 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.
State return had to be sent by mail as software could not support available credit. Found it difficult to file state manually and federal electronically.
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Not impressed because my financial institution was not on the list, so I had to enter 1099 information manually. And, I bought Deluxe + State but was unable to e-file CA return because I had state real estate withholding from a 2016 installment sale. If I should have chosen Premier + State, that was not made clear on the box. I have been a long-term user of the other major tax prep software, but wanted to try HR Block to compare.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
I have been using H&R Block sw for many years with no problems! It is very easy to use and clearly guides you through the whole filing process!!! Highly recommend this product!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!