The 2023 filing had a hiccup. It was very frustrating not being able file my taxes and being charged multiple times for trying to file. That being said, I was finally able to file my taxes and I was reimbursed for the multiple charges. I was happy to be able to electronically file.
This software had a severe problem with RMD. It appears to get lost within its calculations. It balked at letting my brother file his returns because he didn't satisfy the RMD demands of the software. My brother doesn't meet the age requirements for RMD.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 23, 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) The program converted W2 income to Business Income and asked for Sched C data. I had difficulty deleting Sched C. 2) The program does not go to Form 8962 to calculate the Advanced Pmt of PTC and submit the form which the IRS required from me.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 23, 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 last update to the tax forms was April 9, 2024 before electronically uploaded my files. I started the process in January. Why are you always so late in updating your forms? I could submit until you were done doing the forms. Also you failed to correctly calculate my school district income tax so now I have to pay again! Try to get this right the first time.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 23, 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’ve used H&R Block a lot over the years and I was especially disappointed this year. It doesn’t do some very basic things (like calculating average mortgage balance). It’s also pretty lame it charges extra for the state filing. For this much money and effort, I’m just going to go with a CPA next year.
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 23, 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.