I receive income unevenly throughout the year and pay quarterly taxes as they are owed, not in equal payments. For years your software has incorrectly indicated that I do not owe a penalty, despite my completing the 2210 questionnaire. I have learned to complete the quarterly income section of Form 2210 regardless. At that point, if I still owe a penalty, it will calculate it correctly. This year for the first time it entered an incorrect prior year AGI figure for electronic submission of my tax return. I could not determine the source this number. I replaced it with the correct number from my 2024 return and my return was accepted. Otherwise everything works as well as TurboTax, from which I switched due to the higher price.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
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.
I have used H&R blick for several years and find it very straightforward and easy to use. This software contains almost sll yhe forns needed to complete your taxes
Pros: Easy to prepare, Easy to import documents, Fast
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!
How is it that you can use Merrill Lynch in an example regarding finances but yet not include them in the list of companies with “import” capability? I had to manually load my shirt and long term capital gains/losses. This is the second year out of the last 3 where there was a problem with importing Merrill Lynch data. Two years ago I escalated an error code that was generated. No one could solve the problem. Once again I had to import manually.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Ashley, Social Media Department, April 14, 2026
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.
It works fine. However, I can no longer import my financial information from Merrill Lynch so the program isn't meeting my needs.
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.
Did not support my brokerage account with Merril Lynch. Hence I had to list trade totals manually.
Cons: Hard to import documents
Value
3
Response from HRBlockBy Corrina, Social Media Department, April 12, 2026
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.
First time in several years of using this product I had 2 issues that hindered my electronic submission. First the code that I entered to start the program was not imported correctly for filing. Then last year’s AGI was imported as “0” and was rejected by the IRS. Once corrected everything submitted successfully.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
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.