Merrill Lynch not listed in financial institutions
on March 14, 2026
Posted by: Anonymous
from Long Island, New York
Verified Purchase:Yes
The deluxe & State Version - Merrill Lynch not listed in financial institutions to download tax forms
Pros: Fast
Cons: Hard to import documents
Value
2
Response from HRBlockBy Max, Social Media Team, March 15, 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.
I have bought H&R Block software for many years and have never had any problems using it. However, I think that they should upgrade their software to have a more modern user interface and installation procedure. The technology seems to be lagging industry standards for commercial software applications. It can be challenging to navigate among the many steps and it would be nice to be able to bypass some of the interview steps to get to the ones that are where you want it focus at the time.
Pros: Easy to prepare
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 15, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
My expectations were super low after the fiasco you created for me last year with your inadequate software, but you did fine this year. Almost didn’t use you this year after how bad you were online and in person last year. Slight reprieve.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Max, Social Media Team, March 15, 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.
Everything seems to go correctly until the final check. Then there are problems identified or entries to check, but there is no explanation why there is a problem, and no explanation as to how to fix it. Very unintuitive. I'll switch to Turbo Tax next year.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Max, Social Media Team, March 15, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!