Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
4
Great for at home with help if needed
on April 13, 2019
Posted by: EchoG
from FL
I get this every year and works great, I get to hunt for papers and info while at home!!! Bad part H&R has no idea about 100% disabled veterans not having to pay property taxes - so when you get to the end and it says there is an error "no property taxes paid and you had a mortgage" so it takes you there and you put in a zero and over and over it comes back says the same thing so you just do the X at the block, it goes away and you file - first time you have a heavy heart second time you call and tell someone but nothing happens for the past 15 years ever. Is there anything else missing????
H&R block deluxe is ok. Better than TurboTax, but not nearly as user friendly as it should be. And their claim that you can get help, is more or less untrue. I found it nearly impossible to find that resource. In all fairness, my taxes are more complicated than most. The kicker this year was that I was not getting a refund for the first time - I owed money. I did not get a good explanation of how to pay the bill. There was a 1040V form which I had to find myself. The software did not tell me to use that form. And then, they did not provide an address to mail the check to. I had to look it up on the web. Unacceptable.
THIS CAME IN THE MAIL AND I USED IT AND HAD TO PAY MORE THAN IT SAID BECAUSE I WAITED UNTIL APRIL TO DO MY TAXES HOWEVER I AM WELL PLEASED WITH THE RESULTS OF HOW EASY IT WAS TO USE.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
In general the program works well for Federal returns and I generally would have no problem recommending it for those returns. Where I have a problem, and this is the 2nd year I have reported it, is in the handling of K-1 forms from the Federal return to the state return. The program automatically copies K-1 interest and dividends from the Federal return to Schedule B of the PA return with the notation "from K-1". That would be all right if the program didn't have a problem with the section of the PA program that calls for K-1 information to be entered. PA seems to think all trusts will send PA K-1 forms too, which out of state trusts do not do. So if you try to enter K-1 information in the section of the PA program that asks for it, HRBLOCK 'forgets' that it already transferred the interest and dividends to Schedule B and proceeds to DUPLICATE the amounts transferred already, directly entering it AGAIN from the PA K-1 information, so that you end up paying double taxation on these amounts. The program should NOT transfer K-1 interest and dividends from the Federal return and should then enter those when the PA K-1 information is entered. Then you would only have ONE entry of the interests and dividends for K-1 forms.
The product is good for most forms. However, the instructions for form 1116 are lacking. So are the instructions on the IRS website for that matter. Answering the questions for most forms are easy and go quickly. It was only when getting to form 1116 that I ran into issues. I spent hours deciphering the IRS instructions and scouring the internet for answers and examples. Then when the form was finally filed out, I was unable to attach the required statements, forcing me to print the return and mail it instead of e-filing.
After over ten years using TurboTax, their tedious password reset procedure got to me (I would have to wait until a business day - but I only do taxes on Saturdays!), so I switched to H&R Block. I actually found H&R Block easier to use than TurboTax. It explained that I had an option of whether to claim my daughter’s college expenses or let her claim them.
One feature I especially liked was when I reached the end of entering my income, it asked if we missed any sources of income. I knew I had, but didn’t know which category it was supposed to go under. The software listed a bunch of income categories, I picked the relevant category and was sent to the proper form. Were I still using TurboTax, I would have had to go through the entire interview again and try to guess which screen it should be entered.
One feature I would like to see is a more detailed summary of the things I input. When I am done, before I file, I want to check that I have accounted for all my random pieces of paper. It would be good to see the name of every company I got a W-2 or 1099 from and the total income from it, plus a charity list, mortgage list, property tax number, excise tax list, Soc Sec income, child tax credit, etc. Then I can go through all those slips of paper and forms and see if I missed any. Going through all the tax forms to check this is tedious.
Another thing that would be helpful has to do with the Drivers License entry. Does my state require it? What other forms of id are permitted, if any? Can I use my passport instead? I was not alerted until I tried to E-file at the end that I cannot use an expired license. (I have been delayed in renewing my license due to clerical problems.)
Overall, the experience was smooth and the instructions clear. I will definitely use H&R Block again next year.