Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
4
H&R tax process is straightforward runs smoothly!
on April 15, 2019
Posted by: CVA41
from Sunnyvale CA
Only thing a bit awkward is reverting from State to Fed when I am ready to finalize State + have already finalized Fed. Clicking thru finished return seemed to fix this after a couple tries. I am very pleased with all 4 years using H&R. TurboTax was SO vague and situations not addressed. H&R is outstanding in comparison!!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
My state tax was rejected because the AGI did not match. Note I used your software last year and the AGI self-populated for the current tax year and I verifed the AGI. Lastly, I field MFJ so why is the rejection stating my spouses AGI is incorrect? No where while I was preparing the state did it ask for my spouses AGI so how can it be rejected on that basis?
First, this is the 2nd year I have had major problems with federal and state updates not installing and throwing error messages in Windows 10; I have been using the software for 15 years (2003). It was also difficult to track down a phone number on the website to obtain actual tech support. The data imported by the PDF import function required a manual clean up of data boxes in various forms. The planning section for estimating next year's tax liability and creating an updated W-4 is lacking in detail or definitions of the some of the asked-for data in the user interface. For example, what exactly is included in "other payroll deductions"? Opening the withholding worksheet and examining line 57 gave a better idea, but even that is was somewhat vague. Also, the HR Block withholding worksheet does not take into account elective deferrals or employer sponsored health coverage which can radically change the taxable amount and result in someone having way too much withholding.
Cons: Time consuming, Doesn't maximize refund, Hard to import documents
Still lots of geek-speak here. Instead of assuming that i understand what a technical term means, you should inject two or three questions to break it down into a more understandable way. insteadof "check your form for further instructions on how to enter this", you should have (for example) 1) did you have ......? 2) was that .....?, but don’t include ___. 3) on line 7, you entered___, this contradicts what you entered on an earlier form. Answer these few questions so we know how to properly fill out the form. Maybe they should make a "Tax Prep for Dummies" lol.
We began using the H&R Block Tax Software way back in 2001, when it was called TaxCut. Used it every year since, and will continue until we no longer have to pay taxes...!!!!