You have an error in RMD calculation. When entering that we did indeed take the correct amount out of an IRA your software calculated the 25% penalty for not taking distribution. I then answered all the interview questions exactly the same way on TurboTax and no penalty was added. Needless to say I’m using TurboTax going forward
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy Joy, Social Media Department, February 24, 2025
Thank you for bringing this matter to our attention. We apologize for any errors you encountered on your tax return. Your satisfaction is important to us, and we want to ensure that your return is accurate and complete. Our Tax Professionals are available to review your return and make any necessary corrections as part of our commitment to our customers. Please call us at 1-800-472-5625 to arrange a time for us to assist you further.
I've been using H&R Block tax software for 20+ years now and it is consistently good. The 2024 version is the first where I've encountered three troubling issues that give me pause. First, the interview interface this year somehow never inquired about itemization and I had to go to the forms to figure out the problem. Second, there were a couple of the interviews that were flagged as still subject to updating....and this is in mid-February after I had just updated the software. After I examined the entries in the forms, I'm satisfied that the numbers and logic are correct but that made the interviews irrelevant. Third, in the state form that I had purchased, the underpayment penalty form was not included in the software. That is a fairly standard form that I would expect to be included. I may purchase H&R Block software again next year but this year's product has chipped away at my loyalty.
Value
4
Response from HRBlockBy Joy, Social Media Department, February 24, 2025
Thank you for providing feedback about your recent visit. We're sorry to hear that we did not meet your expectations during your time with us. Your satisfaction is important to us, and we would appreciate the opportunity to address any issues you encountered. Please reach out to our support team at 1-800-472-5625 so we can assist you further and improve our service.
I can rely on this software to consider all of the things that easily escape me when doing my federal and state returns. I count on it year-to-year, and it doesn't disappoint. I only wish the program would offer the option to print out Form 1040 without the three additional schedules. I have requested/suggested this by phone twice in past years, but I have to print out 6 or more additional pages even if I only want Horm 1040. Otherwise, great!
Pros: Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Abbie, Social Media, February 23, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
So happy I bought H&R Block after buying TurboTax, I have been a 20 plus year loyal user of Turbo Tax thinking the kool-aid couldn't be better somewhere else. Boy was I wrong, I was hit with 3 hurricanes DR events in 2024 and TurboTax has delayed the release of Form 4684 twice. This form is approved and available at IRS.Gov and H&R Block. After a one month delay to file my taxes I bought a copy of H&R Block and completed and submitted them in less than 2 hours. Fingers crossed I get my refund before the Federal Government shutdown next month and TurboTax add more delays. I am switching to H7R Block now, it cost 40% less, if I forgot to mention.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 24, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!