I purchased Deluxe version which includes 1 state download... and did my taxes. When it came time to file (both federal and state) electronically I was charged for filing state -- after federal was rejected (due to my fault, I had a bad PIN) -- I refiled (both - I didn't see any option) -- and was again charged for State filing... so I was charged twice for filing federal and state taxes.
Importing of prior tax year's data is great and saves time. Process is clear and has good explanatory notes. For several years I continue to have trouble with understanding what data to enter for the Foreign Tax Credit Form 1116. I own mutual funds which invest in multiple countries but I must pick one country for the data entry. In the end I always get it right but it took two iterations plus the final check for me to identify the needed data.
Arbitrarily limited foreign accounts to 3 when it worked the previous year. Wouldn’t have paid for it had I known and will move to another product next year.
Pros: Easy to import documents
Cons: Time consuming
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.
I use H&R Block every year. The price is right and the software is easy to use. Being a repeat customer my data transfers seamlessly every year so my inout is minimalized.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have used used this software about 10 years now and I like using it because it walks you through the whole process, except it will not allow you to click on the QCD (Qualified Charitable Distribution) box so you can override the Taxable Amount of the Distribution. You can override it in the forms worksheet but if you do you cannot e-file the return?
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast