Generally very helpful software but sometimes difficult to do (or miss) basic functions because you dont see the forms. For example, got rejected first time because I didnt put in an IRS PIN. My bad, but why didnt software ask if I had one (especially since I've had one and used thru HR Block software for the last 5 years)?
Works OK. The key benefit is that it is cheaper than TurboTax which works the same (no better or worse). Form 1116 is terrible and does nothing more than doing it all myself. The extra cost to file an extension (a very simple form) is not justified, You should do it for no charge.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 26, 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 product, trust it's integrations for w-2 and 1099/investment data, trust the accuracy of calculations for deductions and capital gains complexity. This year was not a good one for HRB. The desktop user interface and user experience seem stuck in the nineties. Something I overlook since my priority is accuracy not software look and feel. My code for free e-file wouldn't work, but the support process steps to get it replaced did work and made it just a minor nuisance. The real headache was when the systems for importing data and transmitting e-filed returns began a "nuclear meltdown" in the 36 hours preceding the April 15, 2024 deadline for filing. Those systems eventually came back online with a few hours to spare, but the energy I had to put into strategizing a "plan-B" of mailing paper documents to IRS and state brought me a few more gray hairs.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 26, 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.
1. It was confusing to buy the correct version of the software when I bought it on-line. 2. The program itself was confusing to use.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 26, 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.
The program for 2023 tax year was not as user friendly as the programs of prior years: less help, fewer instructions, more trial and error until I finally figured out what to do. Still overall satisfied. Taxes done!
Pros: Easy to prepare, Maximizes refund, Easy to import documents