Experience with Block Tax Software was generally favorable, but here's what I believe needs attention: Block's. handling on the credit for Foreign Taxes Paid is too complex for tax withheld on entirely passive income from foreign stock, mutual fund/ETF income. This should have been much easier to enter, especially when paying the AMT. With respect to California State tax software, CA allows miscellaneous deductions, and Block was not sufficiently clear. Not enough space to list allowable CA deductions. I was able to import 1099 info from Schwab but not from Wells Fargo Advisors. That's a shortcoming. I'd recommend but might use TurboTax next year.
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 6, 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.
I will be going back to turbo tax. The detail from last years filing did not update. The file process was awful. Had to mail tax return for the first time in many years
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, May 6, 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.