Biggest complaint is that when importing W2s the program is confused on what is school tax and other similar issues, and caused alot of headaches trying to figure the issues out.
Cons: Time consuming, Doesn't maximize refund, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 25, 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.
Started with Block more than 10 years ago and wouldn't use any other. Best for all levels of complexity - all forms and schedules are available. Best value - multiple returns for family
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
For the last three years I could not import my US Bancorp Investments 1099. This year USB worked fine, but Edward Jones would not import. In the past that has worked fine. Nothing changed on my end. Once again, I had to manually enter 1099 info.
Good job importing TurboTax data (switched due to cost advantage of HR Block). Great job going through the tax return. Poor job in accessing help topics - program said I wasn’t connected to internet although the update, etc ran flawlessly (albeit slow).