I've used HRB Deluxe & State since 2017 when I quit TT due to their inflated prices. My HRB experience has been good and my only gripes are: (1) They don't transfer enough data from the previous year's return. Specifically, they DO transfer brokerage acct names but not the account numbers, leaving this menial copy & paste work to the user. (2) if you've got a problem that requires human assistance- good luck!- in 2022 I had to wait ~ 2 hours before getting help with an electronic submission problem.
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 15, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
Mutual Fund capital gains are usually paid in December and my RMD's were taken late in the year. I was underwitheld but the H&R Block software gave me the choice of allowing the IRS to calculate the penalty. Software should have warned me that there is a form that would reduce the penalty if income was received late in the year because IRS assumes it was received throughout the year. Cost me $500!!!!
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 15, 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.
Good value if purchased on sale and for simple tax returns. You have to redo all imported 1098-B. Confusing for expired option transactions as it always says there was errors.
Cons: Time consuming, Hard to import documents
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 15, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
irs said I overpaid. They gave me larger refund due to something in the program that was automatically calculated
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 15, 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.
Interview questions got some things wrong, just "gave up on others and told me I had to manually compute a simple calculation. W2 Import screwed up. Overall a terrible experience. I wish I could get in the IRS direct file program to avoid letting companies make money of this terrible software.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 15, 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.