Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
4
I've used for years and will continue to do so
on April 12, 2019
Posted by: Mulsar
from Alaska
Everything is great except for the verification process. Since I live in a state with no state income tax, the verification process goes round and around trying to make me enter amounts in the state portion of the W-2 worksheets. If I put in zeros, it then complains there is no state. If I put in the state, it then wants a state tax company ID. If I delete everything, I am back to square one with it wanting state income. In the past putting in zeros sometimes satisfied it. The the only choice you have when trying to correct this is to delete the form, BUT that would delete the entire W-2 form!! The program needs to be smarter to not know when no state tax data is needed. Also it’s W-2 input is not complete for categories for Box 14. If a person has to pick “Other” because the program doesn't have what is listed on the actual W-2, it should allow the person to physically enter what is in Box 14 on their actual W-2
Two big complaints. When the return was complete I could not download the document to a memory stick to print it later and elsewhere. Trying to look at the return before or after sending it to the IRS was frustrating by incomplete images on screen.
Program crashes when trying to import W-2's. I would think that would be basic functionality they might have noticed in beta testing.
Also, sometimes it does not provide clear definitions for terms. That would be handy. They are easily found on the internet, but should be in the software.
I've always sworn by and been confident in HR Block software, however with the last experience I've just had, I doubt I could confidently recommend product to anybody.
The software works well enough most of the time. However, it unnecessarily introduces errors because it rounds all entries to the nearest dollar. Normally, this is not a problem, but if you have many entries of the same type, like multiple 1099-B reports, the sum of rounded values can end up several dollars different than what is reported by a payer on a consolidated 1099-B.
Since the software rounds, if a payer reports a value less than $0.50, the software records 0. The trouble is that the software then considers this an error that must be corrected in order to e-file. The only possible corrections are to delete the payer's 1099, or to change the value to $1. I guess I'll find out if the IRS cares if I report a higher amount than did the payer.
Pros: Easy to prepare, Easy to import documents, Fast
I have used since 2105 without any issues until this year. In filing a 1099R either I neglected to enter withholding or the number failed to enter. It seems to me that the software should automatically challenge the absence and ask, "Are you Sure? No Tax was withheld?" The error/lapse caused me to spend more time doing an amended return that can't be filed electronically. Also, the font size is a challenge to my 70+ year eyes and can't be expanded. Change that in future editions.