I've used this software for more than 8 years and it continues to do the job on 99% of tax related items. The other 1% are tax items that are obscure and require manual intervention and analysis. The one key feature not available is no mini worksheet showing how the tax on line 16 is calculated per the Qualified Dividends and Capital Gain Tax Worksheet. Why is this not available.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 25, 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!
Software guides the user through federal and state tax preparation.
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Max, Social Media Team, March 25, 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!
Overall, I was satisfied with program. I had some difficulty because the program needed to be updated to process the no tax on overtime.
Cons: Hard to prepare
Value
4
Response from HRBlockBy Max, Social Media Team, March 25, 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!
Written by a customer while visiting HRBlock
Customer Rating
5
very happy
on March 24, 2026
Posted by: slammindannymcb
from Rockport, TX.
very happy with the ability to process prior year returns!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Value
5
Response from HRBlockBy Max, Social Media Team, March 25, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Good ability to download tax data from(some) financial institutions. Navigation was good, although when a form is open, you cannot minimise it or go back to, say, the income section without closing the form. I had trades of non-covered securities with the basis not reported to the IRS. The program should have generated Form 8453 along with instructions to send it, along with the additional supporting document, to the IRS Receipt and Control Branch.
Response from HRBlockBy Maria, Social Media Team, March 25, 2026
Ben, 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 for normal taxes but nowhere near enough support for trading accounts
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Max, Social Media Team, March 25, 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!