Long time user here but 1st time in the following situation: I do not think your software properly applies when MAGI should be used vs when it doesn't need to be used. Modified Adjusted Gross Income (MAGI) MAGI is AGI plus specific items added back, which vary by tax rule. Common add‑backs include: Tax‑exempt interest Foreign earned income exclusions Student loan interest IRA deductions Tuition and fees deduction (pre‑2021) I do not believe I had any of these conditions however the software kicked the MAGI aspect which led to me paying more in taxes. - Unfortunately, I did not look into this until after I filed my taxes. Outside of that it is a good product- import information correctly when the financial institution has the paperwork setup correct - had problems with RSUs and Fidelity- I was being double taxed on this (originally in my paychecks then treated as a new source of income when imported). Overall to be honest, unless the MAGI is looked into and fixed assuming I am correct. I do not believe I will use this software in the future - which is sad since I have been using your software for a decade.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 31, 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!
Finished Fed return. Tried to start Va state. Problem with VA corrupted file with Fed so had to reenter Fed once VA fix was available and I reloaded state. Support was good but VA problem was known but software still downloaded causing corruption. Should have stopped download from occurring until fix was available so file was not corrupted.
I would recommend this to a friend!
Response from HRBlockBy Ashley, Social Media Department, March 31, 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.
Overall it was an okay experience except form 8606 didn't populate correctly. I had to override the amounts on this form, and because of that had to mail in my return, which was a hassle.
Value
3
Response from HRBlockBy Sierra, Social Media Department, March 30, 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.
Not being able to download any transactions from either Chase or Merrill is a joke. This has always worked in the past. Next year I'll look for a different program.
Cons: Hard to import documents
Value
1
Response from HRBlockBy Sierra, Social Media Department, March 30, 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.
1. My checked and vetted return was rejected by the IRS because form 1116 was improperly filled out. Had to wait four weeks for a program update to allow e-filing. 2. I was charged an estimated tax penalty with no explanation of why.
Pros: Easy to import documents
No, I would not recommend this to a friend.
Response from HRBlockBy Ashley, Social Media Department, March 31, 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.
There was a glitch in the software that made it unable to file my state return but did keep trying to file and charging my credit card. The only solution given to me was to redo my taxes with the same software and try again.
Pros: Easy to import documents
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Ashley, Social Media Department, March 31, 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.
Your software has provided a reliable way for us to do our taxes. For the most part, everything is pretty easy to follow. There are some items that are a little more difficult to understand and (Learn more) sometimes helps to explain it. I have been buying your software for many years.
Pros: Easy to prepare
Value
5
Response from HRBlockBy Sierra, Social Media Department, March 30, 2026
Thank you for sharing your experience with us! We're pleased to hear that you had a positive experience at H&R Block. Your feedback is valuable to us, and we're glad we could meet your expectations. We can't wait to see you again soon!
Seems like you corrected your software form the disastrous software you used TWO years ago. Keep up the good work.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 31, 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!