I have been using H&R Block happily for many years but it is no longer meeting my needs. We are now getting schedule K-1s and it is not straightforward to put them in. And why can’t 8 get a printout of the Qualified Div and Cap Gains tax calc worksheet? Unfortunately this is forcing me back to TurboTax.
Cons: Time consuming
No, I would not 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.
This program does a good job walking you through and prompting when necessary. I didn't like the pop ups trying to upgrade and charge more. Otherwise this is easy to follow and complete federal taxes...and free e-file. There is a charge to e-file state.
I've been using this for years. Easy to enter the data and the app occasionally covers things that I did not think I need to include. No concerns that the return is accurate and will be accepted easily by the IRS and State.
Have been using this for years. This year's e-filing Fed accepted but New York got rejected. And the rejection reason was missing spouse signature. And the only way to fix this was to print out and mail in the paper filing. Should the software be able to detect this simple error before submitting?
Pros: Easy to prepare, Fast
No, I would not 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.
One thing I wish this software would do is automatically tell you whether you would benefit from filing separately once you input all the tax information. Had to do 3 separate forms all the way through to determine this.