I was very disappointed that I could not import my Merrill Lynch financial data this year. Previously I had done this for many years without a problem. I do not know what changed but I was not happy about it since I had to enter the data manually.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Sierra, Social Media Department, April 9, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Response from HRBlockBy Sierra, Social Media Department, April 9, 2026
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
Didn’t have Merrill as an option to import trading data. Ridiculous. Likely will not use next year.
Cons: Time consuming, Doesn't maximize refund, Hard to import documents
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy Sierra, Social Media Department, April 9, 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.
Great software program, just have to follow the prompts and input my information. I file for my wife and I (jointly), daughter and son. Granted we don’t have any complex tax situations but for a nominal fee for software it beats doing my tax returns manually!
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 10, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
In some respects it feels "comfortable" that this year's software feels so familiar, but sometimes it feels as though the program is due for an update. Maube modifying the color scheme would help.
A specific that bothers me, however--I'd like to have a way to jump to different interview topics in the program, much like the way we can jump to specific forms. My experience is that I receive similar forms from several sources, and I like to add their contents to my file when they arrive. So I might want to jump to inputting a W-2 one day, close the program for a few days, and then input a 1099-INT, close it again, and then input a different W-2 a few days after that. There should be a faster way to hop around the interview toopics.
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming, Hard to import documents
Value
4
Response from HRBlockBy Eva, Social Media Department, April 10, 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.
Cumbersome navigation. Have to close forms to access main menu. Can have only one form open at a time. When I right click on a line item in a form to open an itemized list that I created, what comes up is a list of form lines instead of the itemized list itself, so I have to guess which line item to pick. TurboTax has none of these issues and is much easier to use. I'm using your program because TurboTax now requires Windows 11 for which I would need to buy a new PC.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Eva, Social Media Department, April 10, 2026
Thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
Product hasn’t been updated much in twenty years. Still very limited import features of 1099 and other forms.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Sierra, Social Media Department, April 9, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.