I did 5 returns with the deluxe program and had a problem with one (Corder Janes) as the program didn't let me file electronically as it said I had to correct an entry from an Edward Jones report but I couldn't correct it as the number was right off their form so I had to mail it in. Also the state of Montana does me no good as the program only lets me file the same as our federal return but Montana has a filing status of of filing separately with only one spouse filing as only my wife has Montana income. So the state does me no good so I download their form and manually work up the return.
Usually I don't have any issue with this program, but this year I was very upset with the way questions were asked. When asking about additional info, for example for someone who is covered by more than one insurance, it's imperative that the program be clear about which one it is asking about. If asking about additional insurance, I'm going to keep answering based on my additional insurance, so don't ask about my main insurance without specifying. This year the software told me that I have the family limit on HSA contributions because by secondary insurance is a family plan. Since the family plan is not high-deductible, this was incorrect.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Social Media Department, April 18, 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.
We have been using this software for years. It does a great job. I have one minor suggestion: Copy last year's health-insurance information from last year's Mass. form to this year's would save me a couple of minutes.
the most complicated of the 1099s that i have were from a firm that block doesn't import so i had to enter it manually. what a pain.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 18, 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.
We bought it with 5 E-files, but only 3 worked. We have to pay extra money for other 2 E- files.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 14, 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 have been using your software for over 10 years and this year there are forms and instructions no longer available through the software. In addition, I have an interest in an S Corporation and the interview for the K-1 does not address all of parts to the K-1 and it leaves you to your own devices. I bought software so that I wouldn’t have to do the research myself. I would ask that this portion of the software be improved.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 14, 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.