Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
3
Several Problems
on February 27, 2023
Posted by: edax
from ny
Could not import from Wells Fargo Advisors ( major item) . Got through federal return finally and on NY State return was flagged because of invalid drivers license. I had input exactly as on my license (with spaces). Took out spaces, then was flagged as it did not match federal return. Took a lot of trial and error to great back to location in Federal return to remove spaces in drivers License number. Which was NOT flagged as being incorrect.
We've been using Tax Cut Deluxe for about 20 years now. Simplifies an arduous process. This year was the first time we were able to file electronically. IRS would never accept our PIN. This year we entered zero for the prior years adjusted gross income PIN and they accepted! Eight days later we had our fed refund! State of Oregon still can't handle modern tax software, so waiting on that one filed by snailmail still. Overall very pleased with Tax Cut Deluxe for a very long time.
Easy to use Only one problem. Your social security number in the Federal return must show the dashes but the NY State return doesn’t. It keeps showing up as a something that should be check since they don’t match
I have used H&R Block Deluxe software for many years and it usually goes quite smoothly. I filed electronically but had to pay to my state taxes by check. The printed state tax form Cover page and overview gave the instructions to send in the payment check. It said "Attach your check or money order to the Payment Voucher" but the payment voucher for the state forms did not get printed. I had to manually go into the State Forms and select the voucher form in order to do this important step. Also, when verifying info for E-Filing the software wanted confirmation of the AGI for last year. The number was filled in but was wrong. When overriding, it warned that if incorrect the IRS will not accept the return. I verified with my tax form from last year and did override it. The IRS did accept my e-filed forms so my override must have been correct. Not sure where the software got its incorrect value
I've used this software many years. Still have same concern that I've reported 10 consecutive years. Im visually challenged and need larger font but when font is large program is unusable due to many buttons are off screen and can't be selected. Other than not being able to comfortably read it is great.
You cannot import data from the Franklin Templeton for your tax return. Just about every other one is located in the list except that one. That's the one I need!