Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 PC/Mac [Key Card] - Windows
Customer Rating
4
Very Good, Easy to Use
on February 18, 2019
Posted by: Zmon
from Florida
I bought this Deluxe version for non-business typical individual tax returns. It installs easily and the interview feature makes it easy to use and uncomplicated. The import feature for getting data from financial institutions needs some tweeking. If you have jointly owned accounts, it imports anything with your name on it, even if you are not the principle owner and taxpayer for the account. So, when preparing your return you need to check the dollar amounts carefully to make sure you are actually the taxpayer and principle owner of the account. Also when importing from financial institutions, it sometimes uses your account number, and sometimes uses the Payers Tax ID number. This makes it hard to keep track of what account data (e.g. 1099-DIV and 1099-INT) you are looking at on the page.
I had more difficulty locating the path thru this software than the IRS forms trying to correct errors that I made. Yes I would recommend it but would caution anyone I told to use it.
We have been using H & R Block programs for several years. The 2018 version was easy to use. Instructions are very clear and it is easy to e-file returns.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast