Federal instructions difficult to follow at times, especially estimated tax penalty. Otherwise, Federal return completion was acceptable. Montana income tax instructions and lack of forms was disappointing. The state tax portion is poor.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare
Value
3
Response from HRBlockBy Brittany, Social Media Department, March 11, 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.
I have used this deluxe version for several years and is good, but i was disappointed with this years, when it came to the final review of the "accuracy" of the return. I went to fix a few items mentioned and found no matter how i complied and filled the items noted, they wouldn't go away and were back once again. I finally gave up and filled with the items open. I even got a warning that i might get flagged for trying to take the earned income credit, when i was doing no such thing. I was submitting a "home energy credit" and checked the 5695 form and verified i did it right.
Pros: Easy to prepare
Cons: Time consuming
Value
3
Response from HRBlockBy Brittany, Social Media Department, March 11, 2025
Thank you for taking time to give us feedback! 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 used a different tax software for many years until that company became greedy and wanted to charge extra for investment functions. I switched to H&R Block software and have been very satisfied for about five years now. I have retirement income, soc security income, and also current employment income. I also have a variety of investment income and itemize deductions. The software handles all these. Help screens are available on most topics. I have never needed to use their help line.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Value
5
Response from HRBlockBy Kira, Social Media Team, March 11, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!