It took way too long for problematic forms to be corrected and delayed my submission. Will switch to another software provider next year.
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, March 24, 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 HRB software every year, except for the three years when I WORKED for HRB. Very disappointed this year that the help center link and related links in the left-hand column did not work. I got screens saying that I was not online (I was), so I made all the firewall changes in your how-to-fix instruction on my Mac (updated with the latest 14.4 Sonoma OS). That did not fix anything. I was very concerned that I would not be able to e-file my return, but of course I could and did BECAUSE I WAS ONLINE! I tested help center and links out again after filing, and it still said I was "not online." Very discouraged, not sure I can still trust HRB software. I needed answers, and had to search ONLINE for them instead, which made preparing the return difficult and time-consuming. Poor value since help links were useless.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, March 24, 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.
There were at least three annoying issues encountered this year. The worst was that the software imported the WRONG AGI from the previous year (even though we used the same software last year), wouldn't let us manually fix it, and claimed that we were offline (we weren't) so it wouldn't let us access help files. Once we submitted the return (knowing it would be rejected), THEN it gave us instructions for how to fix it. It was infuriating! Don't make things harder than they need to be!
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, March 24, 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.
All the forms that I and my friends (whose taxes I volunteer to do for them) need are included here. K-1 on forms can get pretty messy and I never know if they are being done correctly. I like the two pages of lines for charitable giving
Importing was incorrect. Caused letter to be sent by IRS for information
Cons: Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, March 24, 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.
Whoever came up with the term "excessive accumulation" should be fired! It appears like the description for constipation rather the issue of insufficient RMD withdrawals from an IRA. Your software should be modified to describe this in layman's terms rather than your confusing verbiage. Additionally, when trying to access further information, I kept getting the message that I was not connected to the internet. I tried all the suggestion but to no avail. Never could get connected to further information.
Pros: Easy to prepare
Value
4
Response from HRBlockBy Social Media Department, March 24, 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.
Three things - 1) After I finished everything including importing some W2s and 1099-INT and 1099-DIV, it showed that there were three "Data Verification" items that needed to be checked - one of them was a Dividend box that was empty - so I entered the amount of dividends from the 1099-DIV. Only after I e-filed did I notice that it doubled my dividend income. Now I have to eat the taxes or, I guess, file an amended return. 2) It showed me that I'm at a "Slightly Elevated" audit risk then give me a complicated list of 6 items suggesting it was one of those items. Well, I know which item it was but so should the software...the software just tell me the one thing that caused the elevated risk. This is just lazy programming. 3) At one point, it dumped me back at the beginning of the income section. Okay, it's somewhat easy to click through 20-30 "Next" items but I'm too afraid to not read what I'm clicking on so this added a good bit of time to the entry process. Never Again H&R Block.
Cons: Time consuming, Doesn't maximize refund
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, March 24, 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.