I have used H&R Block software for many years and I find it mostly easy to use. This year was a little harder but not impossible. I had to go to the actual form to make sure the information I put in, partially donating my RMD to charity, was recorded correctly.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 25, 2025
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.
Requiring everyone who submitted a 1099-R to go through the interview regarding Form 5329 was very confusing. This is the first time I have run into this. My RMD is calculated by the plan administrator and I am confident it is correct. The interview then automatically generates a Form 5329 for the return. Why?
Response from HRBlockBy Sean, Social Media Team, February 25, 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.
Certainly not Turbo Tax. Very cumbersome and not user friendly. Would not close out and allow to use Apple for other applications. Would have been faster preparing my return manually.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Sean, Social Media Team, February 25, 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.
It’s February 25th. IRS rejected my return a couple of days ago. I guess I need to wait until all of the software updates are done. Next scheduled update is February 28th. I still like Block better than the alternatives.
Response from HRBlockBy Sean, Social Media Team, February 25, 2025
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.
Generally, this works well, but has a few quirks and minor glitches. Over the years of using this software, I have adapted to these minor problems. In my opinion, most PC (Windows) software is not perfect, but also not a major problem.
Pros: Maximizes refund
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 25, 2025
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.
Even with the latest updates the software says interviews are incomplete on multiple pages related to 1099-B entries. Confusing and annoying.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Brittany, Social Media Department, February 25, 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.