Would not correctly process a RMD (required minimum distribution) from an IRA that was donated. Spent hours on chat and phone. No solution. Had to file on paper with a “write in”. Still don’t have refund. Will probably switch to Turbo tax next year.
Pros: Easy to import documents
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, June 14, 2024
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
We have been using H&R Block Deluxe for years. It easy to use and it imports last years information so it make filling it out go much quicker. I also love the auto renewal so I don't have to remember to order the new software.
I Have been using H&R Block software now for several years. It is easy to use, will copy from prior years to keystrokes etc. I will continue to use it.
I have used this the last 5 years and find it easy to use. After I filed my return I made a copy by saving it under a new name such as planning for next year. Then I can plug in the following Year’s income to project that year’s tax. This helps me decide if I should take any capital gains or convert IRA money into Roth IRA money.