I have used H&R Block's software for a long time. Like the interface and the ease of use. Only problem I had this year was my IRS IP Pin number wasn't what I thought it was. The software informed me that the pin wasn't accepted but did not tell me how to rectify it. I had to google it and go to the IRS website and search for the answer there. I was directed to ID my self and sign in to my account to recover this vital number, it would have been helpful if the soft ware could have told me how to do this.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, February 27, 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.
Please make it so I can import 1099 investment/dividend/interest data from Webull. It is not listed in the Financial Institutions list, and a backdoor method through Apex Clearing Corp did not work. I will have to go with TurboTax next year if this isn’t fixed.
Pros: Easy to prepare, Fast
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, February 28, 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.
H&R Block software is always up to date on latest tax laws.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, February 28, 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 serve you again soon!
Works as well as any other tax preparation program I have used in the past, however, it is a little convoluted with Holder tax records as it requires you to have the program installed in which it was saved. If you’ve deleted it, you have to pay to download it again, I don’t think that’s fair.
Response from HRBlockBy Corrina, Social Media Team, February 28, 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.
Unfortunately, my filing with IRS did not go through, even though I checked the boxes that this was a joint filing, and I was a surviving spouse. Apparently, from the letter I received from IRS, what was filed was insufficient for them to process my refund. I had to indicate in a letter they sent the date of my wife's passing and I added a copy of the death certificate. Clearly H & R instructions are insufficient if one expects the filing of a surviving spouse will be processed by IRS without further information
Pros: Easy to prepare
I would recommend this to a friend!
Value
2
Response from HRBlockBy Corrina, Social Media Team, February 28, 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.
The software made filing quick and easy. The H&R audit functions make it so submissions are not flagged. My returns were accepted within hours of submittal.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, February 28, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!