Works very well for my tax calculations. Have used HR Block for years now, ever since TurboTax pulled their bait and switch on TurboTax's Federal & State Taxes software. Never gone back after that shameful practice.
Pros: Easy to prepare, Maximizes refund
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!
Program generally simple to follow and use. Like being able to transmit electronically. Could improve customizing the print forms to print exactly the forms u wanr
Pros: Easy to prepare
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!
I used H&R Block last year. I thought that I would be able to just pull 2023 over. NO such luck. I had to input everything all over again. Not happy about that
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Tra, Social Media Department, February 24, 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.
Wish there was better clarification between converting Traditional IRA to Roth IRA vs rolling over Traditional IRA to Roth IRA. I made an error one year.
I would recommend this to a friend!
Response from HRBlockBy Tra, Social Media Department, February 24, 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.
I've been using this software package for several years and have been pretty happy with it. However, this year I ran into a glitch. The "T" code on a 1099R Roth IRA withdrawl didn't post into the Form 86** Where it's needed to correctly compute your Federal Taxable income. Had to spend a couple hours figuring out why my taxable income was so much until I found the box on the Form and put the "x" in then everything worked better.
Pros: Maximizes refund, Easy to import documents, Fast
Cons: Time consuming
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!