Your capital gains and losses worksheet needs to be revised. You need to provide spaces for multiple batches of stock sales on the same page, because they get reported as batches with and without basis, both short and long term, on the 1099's. As it is, you need to fill out multiple worksheets, all supposed to go the same Schedule D, and then in the accuracy review, it keeps highlighting that little box on all the multiple worksheets where the form copy number goes and indicating that it is wrong. Very annoying. There are many places, usually all on worksheets, that are unnecessarily complicated and confusing, and I have been using Block software for over 20 years.
Response from HRBlockBy Carinna, Social Media Team, March 19, 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.
Perfect for my wife and I! Our taxes are fairly simple and H&R Block guides us every step of the way in a logical progression. Saves us quite a bit of money on tax prep every year.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, March 19, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Bought this online back in January. This is the 15th year in a row I've used the software, and hands-down it continues to deliver the best experience and is the most useful.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, March 19, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Federal features excellent, state features lacking
on March 18, 2025
Posted by: jen2130
from Flagstaff, AZ
Verified Purchase:Yes
The interview questions were mostly easy to understand and the Deluxe package included all of the features that I needed (sale of stocks, itemized deductions, state included). I did find it annoying that I had to separately find and fill out one to the state forms for AZ as it wasn't available in the state package.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 19, 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.
Program had a glitch and I had to reenter all data a second time. Then the program worked well.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 19, 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.
There is always room for improvement, no matter how good you are.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, March 20, 2025
Thank you for your feedback! 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.