Wells Fargo was on the list of Institutions that could download 1099s then it was dropped from the list. This made using this tool pointless for me. Other than that the tool worked fine after doing manual entry.
I have used H&R for over 10 years and it has always been pretty easy to use. Price increase and lesser functionality ( Have to buy Deluxe to get State program) has not driven me away, yet.
Pros: Easy to prepare, Easy to import documents, Fast
I have been a user for several years. The product is easy to use and generally accurate. The instructions are helpful and easy to follow. This year, however, there was a persistent problem with the software as it was reporting an error condition that would have prevented filing the return even though I had not entered any data in the field it was citing as causing the error. A software update corrected the problem in March but the correction should not have taken so long.
This will be my last year with H&R. April 14 and 15th failed to be able to submit my state tax’s electronically. Tried 15 times and got charged each time. Had to submit by mail and get charges removed from card.
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 29, 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.