Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
5
Good product
on April 16, 2023
Posted by: Big Don 49
from ND
I have used Block since tax your 2016 and am familiar with the interview process they use. One quibble I have with the 2022 program is that returns are due 4/18/2023, but the program says there will be a Federal update 4/20/2023.
Could not process a 1099-LTC using income guidance. Cold not get software to locate1099-LTCdata. That and a problem during the review said problem. Same issue I had bak in 2021, 2020, and 2019.
I've been using TaxCit software since 1996. It has proven quite useful, but this is the first year that they have made a mistake. Virginia started a phase-in this year of subtraction for part of military retirement pay. I qualified for that subtraction, but my wife did not. The subtraction was limited to $10,000 for 2022, but when TaxCut filled in the form it inserted $20,000 on the tax form which included $10K for my wife as well. I had to manually override the form (after I went back to the beginning to make sure I entered the correct information - which I did). The instructions said the subtraction was limited to $10K, but the wrong number was entered on the form.
I will continue to use this product for as long as it is reasonably priced. I would prefer that rather than just 5 free federal efiles, that I get 2 federal and 2 state efiles for free.
I have used HR Block and its predecessor, Tax Cut, for many years. It’s easy to use and follows a well-organized “interview” format. It also has a good system to jump back, when needed, to previous components you have finished, and you can view how the actual form will look. And it keeps a running total of your tax liability (or refund) status as you go through and input information—which is interesting or agonizing to watch, depending on whether you’re having to pay more taxes or getting a refund. Of course, it is important to have all your W2, 1099, and other information organized before you start the program. I probably should have my head examined for saying this, but the program almost makes doing your taxes fun, instead of an ordeal. It only takes me about 90 minutes to do federal and state returns.
Software should ask more detail questions such as, You didn't enter your W-2, did you receive from 1099-R to avoid tax payer entering information for wages and salary
Pros: Maximizes refund, Easy to import documents, Fast
I have used the software for over 20 years. I would recommend a couple of changes. First off, for regular users, why not use the subscription model, where you pay a subscription price for the annual use of the software? Let's face it, the federal or state laws may change, but the software coding is not much different from year to year. A second suggestion, since you offer up to 5 free federal tax filings, why not extend the state to 2 or even 3 filings, particularly if it is for the same state. There are other products that offer a similar solution and at more competitive pricing. Why not shake things up a bit. : )