Almost everything was great; however, the one thing that mattered most to me as a first time RMD taker was terrible. You provided no useful help at all. I had to Google what to report on my Form 1040, which turned out to be simply my 1099-R. Nowhere did you explain how the IRS knows that I met my RMD requirement. Also, I somehow stumbled upon your section dealing with reporting a missed RMD which required accessing a help note at the side -- rather than in the main body of the instructions where it should've been -- explaining I should ignore it since I had until April 1, 2025 to take my first RMD. A complete revamp of the RMD section is desperately needed.
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 don't have any issues with the federal return preparation. However, both last year and this year I have had trouble with Iowa. The issue last year was finally fixed or I overrode it. I don't remember. This year I qualify for the deduction of my long-term healthcare on the Iowa return and it won't allow it. I can't even override it so i may have to white out part of the printed return and file. I have tried to talk to someone but no one understands the issue.
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy Kira, Social Media Team, March 11, 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.
I do not assign 5 stars. If I do it will lead you to believe that no improvement is needed.
The program logging out is confusing. It should clearly say 'save current version with changes, or previous version'
Cons: Doesn't maximize refund, Hard to prepare
I would recommend this to a friend!
Value
5
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’ve been buying your deluxe package for many years and find it very easy to use. Like the improved way to report QCDs. Might consider requesting the organization and amount of each QCD for record keeping purposes.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, 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!