I've been using this program for many years. One complaint that I have is not being able to conveniently scroll up and down the forms. There is a very narrow line on the right side of the form that is so narrow you can hardly scroll comfortably. I wish they would make that line bigger.
Pros: Easy to prepare, Easy to import documents
Value
4
Response from HRBlockBy Eva, Social Media Department, April 11, 2026
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
We buy the program so we can upload data from Merrill Lynch. This year it didn't work so we had to type in all the data manually. Hopefully we didn't make any mistakes. This was a waste of money.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Eva, Social Media Department, April 11, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
I’ve used it for years. This is the first year that it found W2 info but didn’t fill in the amounts. That meant I had to find the forms anyway.
Pros: Easy to prepare, Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Department, April 11, 2026
Thank you for taking time to provide a rating! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.
I have used this software for over 10 years and it is simple for most things. Not a fan of how it imports 1099-B info. It does not import any cost basis info so I still need to walk through each transaction and modify it. I also did not like the instructions on how to enter supplemental lot detail cost basis. The fields for 1099-B cost basis incorrect did not appear to do anything. I was eventually able to get the transactions in with the correct cost basis but it took awhile. Not sure why it doesn't cover K-1 transactions in detail. They want you to buy a different software for that. With the dual cost I might as well have purchased TurboTax which does handle K-1s. This was a complicated year with disposing of employer DSPP transactions and K-1s. For straight forward stock transactions it is very good, but once you have any complicated details, you have to read all sorts of articles or hire a tax professional if you don't have the time.
Cons: Hard to prepare
Value
3
Response from HRBlockBy Eva, Social Media Department, April 11, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
I’ve used H&R Block Tax SW for many years with good results and generally a good experience. This year I sold some shares of a Canadian company that did not generate a 1099-B and the new AI feature showed me the way. But I also had some confusion with IRA ROTH conversations and rollovers. In the end it got sorted out.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Department, April 11, 2026
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
I have been using your tax software for 20+ years and am an extremely satisfied user. I am a CPA so I am comfortable doing my own taxes but your software makes it easy. This year, I moved states and continued to earn income from my former state od residence. I wasn't sure how to handle some of the issues, including filing both a part-year and non-resident return in the same year. Your software walked me through it, including how to allocate withholding. Thank you for such a great and consistent product.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, April 14, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!