I tried to report what appears to be a glitch in the software, but it was impossible to speak to a live agent. One did try to return my call, but the call dropped and I haven't seen any sign of another try. It had to do with rmd. Even though I withdrew more than my minimum, it tried to penalize me for "excess accumulation". It put the minimum on line 52a and the withdrawal on 53b, so when it subtracted, it got 1303 with a 326 penalty. This was form 5239. When I deleted that form, it gave me the right figure.
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
You program gave an option to complete my tax preparation. It was Windows 10 compatible and made it easier for me to complete. I'm thankful for that until next year. Great features!
Pros: Easy to prepare, Easy to import documents, Fast
Value
5
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I found it difficult to access information I had previously entered and wanted to review or change. For instance, I wanted to review estimated payments to my state. In previous versions, if I clicked on the entry in the form, I would be brought to the worksheet where the supporting infromation had been entered. Also I accidentally checked the box for an extension and was unable to erase the checkmark. I was very disappointed that these simple tasks were unable to be done or were so difficult to achieve.
Pros: Easy to import documents
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 1, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize that 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.
There are still some explanations that should be easier to understand, like pension plans,private/ military/railroad. I would also like to see state efile included and less federal.
Pros: Easy to prepare
Cons: Hard to prepare
Value
4
Response from HRBlockBy Max, Social Media Team, March 1, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize that 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.