I have used this product for several years. This year's version seemed to be a bit lacking in the helpfulness of the data entry screens and online help. (For example....entering a 1099-INT and the screen didn't have a field for entering the payer TIN/EIN value. This value is entered with almost every 1099 and/or W-2 so it seemed odd that this screen didn't have it. Searching the online help and an hour+ call into the customer help line did nothing to provide an answer.) Very disappointing. Also, when submitting this survey, you have multiple fields marked as "optional"....yet to submit the survey it forces you to enter at least one...that means that they're not "optional" and is kind of indicative of the QA around your product.
No, I would not recommend this to a friend.
Response from HRBlockBy Tra, Social Media Department, April 7, 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 software is worth it. However the directions on how to handle "accumulated market discount" are terrible.
Response from HRBlockBy Tra, Social Media Department, April 7, 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.
I had an issue and the access to your chat brought me to soneone who could step me thru how I could reverse the form that appeared. I had called and was misdirected to a helpless person. I will not be using this product but will go to a tax preparer next year.
Cons: Time consuming
Value
1
Response from HRBlockBy Andrea, Social Media Team, April 7, 2025
Thank you for taking time to provide feedback! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 or hrblockanswers@hrblock.com at your earliest convenience.
It was more expensive than I would have expected. I may be switching next year. I've been a customer for many years, how about a loyalty program?
Pros: Easy to prepare, Maximizes refund
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 7, 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.