I was unable to use HR Block 2023 return since last year I was unable to save it because I was not able to get your method of saving it. Therefore, I was stuck with my paper return, which slowed me down.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Kira, Social Media Team, March 18, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Being able to carry forward key data from the previous year's tax return saves time. All I have to do is add, delete or edit forms.
Response from HRBlockBy Sean, Social Media Team, March 18, 2025
Thank you for leaving a review, and for providing positive feedback for our tax pros! We're glad you had a great experience at H&R Block and hope to see you again next tax season!
I’ve used this software for many years and had no issues with same. As I am over 73 and now report my RMD from IRAs I also now make my large charitable contributions via IRA as QCDs. Your software does not take me to a point whereby I can easily reflect the QCD from gross distribution as reported on my 1099s. I spent hours on the phone with your agents who tried to walk me through the process. It is in no way straightforward or even slightly intuitive. I am an educated retired professional and have always used your software for filing. I will now have to file amended returns for this year and last to try to gain the missed refund amounts for those two years. I could not file an amended return electronically as the refund amount reflected was grossly in error in the eFile form and only correct in the printed form. Your agent suggested I file manually because of this since both of us rechecked entries and were unable to understand where the error was coming from.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
2
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.
Program is easy to use with options to follow step-by-step interview questions or go directly to specific topics. Handled my investments easily. Imported all info from previous year’s tax submission, speeding the process.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, March 18, 2025
Thank you for leaving a review, and for providing positive feedback for our tax pros! We're glad you had a great experience at H&R Block and hope to see you again next tax season!
I was happy with your software until I just got a letter from the IRS saying that they DID NOT receive Form 1095-A! Why didn't you include this document, or marketplace worksheet with my e-filed return?? Is this new legislation? It's outrageous that you guys lobby to prevent free tax filing software, and then make a mistake like this....Please explain!
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Eva, Social Media Team, March 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I have used this software for several years. Fairly clear interview process. I liked that I was able to import some of my documents!! You are able to go through the forms to see if there is some data that may have been entered incorrectly.
Pros: Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, March 19, 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!
Everything works well but for one thing: The Schedule D program does not allow use of Code M. Thus, an individual (me) with several stock transactions, including one with a wash sale loss, is required to enter each separate transaction rather than entering totals and sending a copy of the 1099-B transactions to the IRS. I'll try Turbo Tax next year.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, March 18, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!