The HRB Deluxe software has never handled Roth "back door" conversions very well. Everytime I did one of these, I had to work my way around its issues with a customer putting money in an IRA and then immediately moving it over to a Roth. Now that I'm retired, this was the first year that I took a distribution from the IRA that was converted from my employer's 401K. I have zero basis in my IRA account, and despite the fact that I answered "no" when the software asked me if I had any basis in my distribution, it plugged in $7,000 on the basis line on my Form 8606. If i hadn't caught this error and overrode the software's entry, I would have incorrectly underpaid the tax on my IRA distribution.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Kira, Social Media Team, April 3, 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 bought it thinking it would be easier than the online version. I think it may be easier to use the online version.
Response from HRBlockBy Tra, Social Media Department, April 4, 2025
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Much easier and intuitive than TurboTax but still missing some things. The software STILL, after years, does not include AZ Credit form 348. It enters the needed value into form 301 but does not produce the form. Also, the software tells you that you need to file the federal 1040 schedule A with the state return but forces you to print it separately. Finally, since the forms are included, the AZ state return must be filed on paper that causes a 12+ week delay in getting my refund!
Pros: Easy to prepare
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 4, 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.
Very easy to use. I have used it for over 10 years
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 3, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!
Very good. Only suggestion would be to make it clearer from the beginning if you are filing Office at Home that mortgage interest and property taxes are filed there and niot on Sch A.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 4, 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 was rejected and had to paper file. Additionally got charged several times for filing state despite it being rejected
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Sean, Social Media Team, April 3, 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.