Since I retired I have found flaws that HRB refuses to address. I sold my losing stocks the past couple of years and discovered that when I imported my 1099 from the brokerage firm, the software automatically applied my capital loss carryover even though I didn't earn enough to need to claim it. I've also found that most of my W2s and 1099s couldn't be imported because they weren't in the HRB lists.
Pros: Fast
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 17, 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.
Issues are less clear than they used to be. Specifically on pensions and rmd
The fee to e-file state returns is unreasonable
Pros: Easy to prepare
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 17, 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.
A couple of issues but I’ll try it one more time .
on April 13, 2024
Posted by: BuffaloSteve
from Florida Panhandle
I found it difficult to get back to my actual return after I had been contemplating filing an extension but decided not to because of the exorbitant cost. Seems like one of the unnecessary free extra efiles could be dropped in favor of a free extension filing. 2. The program prints out the pre-populated tax forms fine, but the data that the user enters prints out very dimly. The font used for data needs to be darker
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 17, 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.
Too many examples of poor or incomplete details or explanations for various tax issues in the forms! Importation of previous years returns and data were inadequate. No easy way to print individual pages or sections for my records. "Final check" errors were NOT clearly explained or easily correctable.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 17, 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.
Features good, but mistake in forwarding my 22 AGI
on April 13, 2024
Posted by: tnt01
from Wilmington, Delaware
Verified Purchase:Yes
I bought this in December 2023 at full price and then got an offer for reduced price in February. Too late. Not happy. Also, the forwarded 2022 AGI fpr purposes of identity was incorrect and I had to sign up with the IRS online to get the correct number. Very time consuming.
Cons: Time consuming, Hard to prepare
Value
3
Response from HRBlockBy Social Media Department, April 17, 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.
Software kept forcing me to choose a government medical insurance plan when my son and I were covered by my company plan. 3 chats and a phone call (which hung up on me) I gave up and submitted on IRS fillsbe forms.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 17, 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.
Had to manually fill in all 1099 data. Could not import
Value
1
Response from HRBlockBy Social Media Department, April 17, 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.