I'm happy with the download and installation process. Also, the ability to bring data from the prior year. I have an issue with Loss Carry Forward processing as I keep getting an error message that leads me to believe it will eventually be fixed but nothing seems to be happening. And this process has worked quite well for the last 10 years. So let's get it fixed.
Pros: Easy to prepare, Easy to import documents
Cons: Hard to prepare
Value
4
Response from HRBlockBy Eva, Social Media Department, March 14, 2026
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
Written by a customer while visiting HRBlock
Customer Rating
1
Severe bugs render the software worthless
on March 14, 2026
Posted by: C70148
from SC
Buggy software incorrectly generates 8949 forms from 1099-DA. The 1099-DA forms show up in the software correctly, but the 8949 generated from that is badly wrong - it repeats one page three times identically and then ignores the rest of the entries. As a result, the calculated capital gains are completely wrong. This is a major bug that renders the software completely useless. I'll have to copy everything over to TurboTax now.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Eva, Social Media Department, March 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.
I have been using this program for years and find it so easy.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Department, March 14, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
Written by a customer while visiting HRBlock
Customer Rating
3
Could not download my 1099B
on March 14, 2026
Posted by: BLW2
Merrill was not included in the list of financial institutions that could download my 1099B. I had to enter the data manually.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Eva, Social Media Department, March 14, 2026
Thank you for your feedback! We apologize that your experience did not meet your expectations. 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've been using H&R Block SW for years and love it! It streamlines the whole tax process, which helps take the stress off. Can't imagine using anything else.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Department, March 14, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
Written by a customer while visiting HRBlock
Customer Rating
1
I will switch to other software next year
on March 14, 2026
Posted by: stefanos
from Cincinnati, OH
I will switch to other software next year. Here is why: (1) form 1116, calculation error, 0 x tax = 52!, (2) form 1116 schedule B not supported, (3) cannot e-file with form 1116, (4) form 8960 SALT allocation not updated after the SALT limit was raised, (5) education credit, taxable scholarship not brought into schedule 1, (6) page 2 of form 4562 NOT included in the printout for filing on paper, (7) HR Block support line was useless and undermined confidence in the software.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Eva, Social Media Department, March 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.