The software did not handle required Minimum distributions correctly. Did not treat them as income when a distribution from a 401k was converted to a roth ira. The 1099R toal income shows the grand total of the distributions but the software deducts the RMD from total income because it was not rolled into the Roth IRA and cannot be by law, bt it is still income.
Pros: Easy to prepare
Response from HRBlockBy Sean, Social Media Team, March 31, 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.
We're been using this software and it's predecessor since the early 90's - it's so easy to download last year's return as the basis for the new year and it covers everything we need it to.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 31, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
What I have been experiencing using the H&R Block is easy to use. We can upload the file from the 3rd party such as bank and or financial institution
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Asiya, Social Media Department, March 31, 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!
I have used H&R Block tax software for a few years to date and have had no problems in using it. I've had to do some research on specific situations but were quickly resolved.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Asiya, Social Media Department, March 31, 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!
I found the software easy to follow and use. My only complaint is that it is advertised as including one free state. When you finalize your returns you have to pay to e-file the state.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 1, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
I have been using H&R Block for several years for my Federal and State tax returns. I like the software that has made my tax filing time easier and faster.
Pros: Easy to import documents, Fast
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Dept-Abbie, March 31, 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.