The GoTo feature in the program is very useful when you miss entering a tax related amount in the required program screen, which will happen due to the rather generic naming of the tax related financial terms and sections. With regards to the Required Minimum Distribution of IRA's and 401k's, the program should allow the user to enter each IRA and 401k applicable total account balance and have the program calculate the RMD for the user to determine whether a sufficient amount of distribution was taken out.
Response from HRBlockBy Max, Social Media Team, March 17, 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.
easy to use and covers most topics adequately but had issues this year with an error message. program said the IRS wasn't able to accept my return and needed an updated form...waited and checked for a month to see what the updated form was with no updates. finally, just filed and the IRS accepted the return.
Pros: Easy to prepare, Maximizes refund, Fast
Response from HRBlockBy Max, Social Media Team, March 17, 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!
I've been with H&R Block's tax tool since they bought out its predecessor (who had previously bought out another tool... They've been good for me to work with, so I'm sticking to that app.
Response from HRBlockBy Max, Social Media Team, March 17, 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!
I had a little trouble in the beginning, but after I got going I gained momentum. I like the verifications that the program requests. If mistakes are there, you know it traces back to the user’s input.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 17, 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!
I have been using the software for a long time. Certain circumstances pertaining to IRA conversion and yearly Roth contribution not handle correctly. It does create 8606 but consider it as an additional contribution to Roth IRA thus creating additional tax .Conversion and yearly contribution has no impact.There is no in person to discuss the concern. AI agent is not the best solution.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Max, Social Media Team, March 17, 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.