Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
1
state is incomplete and can't override to correct
on April 12, 2023
Posted by: messa
from NYS
Really bad in that they will not let me take a deduction which I know is a correct one.. as per union etc.. Can't override or will not be able to efile which is necessary in NYS
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
I've used H & R Block software programs for many years. I'm happy with the program, but it seemed there were glitches, when going to accuracy review, they would show up, then tried to get errors to show up again - didn't. But when went to file there they were. ease of use wasn't as simple - but would buy again - is affordable & fairly straight forward to use.
It has, without warning, deleted a Payer's TIN, various addresses, even some minor imported financial data and perhaps some more I don't know about. I had a difficult time getting to the place where I could actually e-file it. On the +plus side, I could easily get help by phone early in the morning. On my last call (of 2), the helper understood the problems I was having, but obviously could not correct them. She was very patient and gave me some good suggestions, but the real issue seemed to be that the program had not been fully tested, I wondered if I had been sold a beta version.
This H & R Block Software has been my favorite now for about 7 yrs. I find it has made my Taxes easier to do each year. Only wish that since I buy the one that includes State Tax package, did not add a fee to file them.
Took months to figure out, too user antagonistic, frustrating... refused to submit state when the IRS corrupted check defective rejected the 1040. Impossible to get customer assistance.. I'm having to mail in as usual don't waste money on this pile of regurgitation by tech-geeks who have NO COMMON SENSE AND OUT PUT THIS AWFUL SOFTWARE. DISGUSTING!
I've been using HRBlock software for a few years, I previously used the other major brand, and I have experience with taxes going back to before this software existed. The software was able to handle my situation, I have stock trades, and I have some bonds that require adjustments, I do not currently have any partnerships, but that seemed to be handled in prior years. This year, I had an issue reviewing my return before filing it, and this may be the same in other software, and there may be a way to force the software to display the information, but I did not see it. The way the IRS forms are now written, they simplified some stock reporting which might help reduce 'paper', and reduce preparation time (if done manually) and reduce chance of arithmetical mistakes (again if done manually) but has only created more work and difficulty to actually confirm that the return is complete and accurate. Form 8949 now exists to enter sales of stocks (and similar assets). Numbers from there are carried to Schedule D(Capital Gains). As stock brokers are now (past few years/probably many years) required to track and report Basis/Cost, and thereby calculate Gain/Loss, the instructions allow transactions which are reported this way to be aggregated into a single number and put on a single line. The software chooses to do this, and will even combine information from multiple sources (if you get multiple 1099's from different brokers). It will correctly make separate line entries for specific transactions with additional codes attached to them. So you wind up with numbers on the return that have no direct correlation to any of the 1099's that you receive. If every transaction/sale was listed, you could look at the return and compare to the 1099's. Instead you will have to schedule this out yourself, which may be understood by an accountant, but it is still extra work that should not need to be done. This is also something that would not come to the mind of many non-accountants. The software will also default to aggregating other items like interest, where it will put one line item 'see schedule' even if the schedule only has a few entries which could fit on the main form. So while the software performed everything (or almost everything) correctly, it could make some changes which would make it easier to review.