I would rate it 5, if I hadn't run into come confusion. I reported my MDR in the 1099R section. Later when it asked about my MDR and I entered it, my refund went down over $8,000. That section should say, if you reported your MDR with your 1099Rs, there's no need to fill out this portion. I did find out in the help section, that if I reported it with my 1099Rs, there was no need to enter it later.
Pros: Maximizes refund
I would recommend this to a friend!
Value
4
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!
Overall a good experience. Interview process is the strongest part of the process. Footnotes are helpful for explanations as to which direction to go. The caution triangles were informative near the end of the return although it never conclusively solved the “dilemma” as to whether there was duplicate data. Schedule C specifically. Kept warning/reminding/urging me to let the IRS calculate the penalty and decided to do it myself. Was generally ok with that but wanted to finish the process and get it over with. The interview was comprehensive enough to defensively calculate the penalty myself. Understand the rationale used there a little scare tactic to potentially avoid a future audit.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Maria, Social Media Team, March 28, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
I have been using H&R Block tax software for over 25 years. I am generally happy with it but this year I found a bug in the software that even into the month of March it was not corrected via updates. Luckily I noticed the error and performed the correction manually.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Maria, Social Media Team, March 28, 2026
Scott, thank you for taking time to provide a rating! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.
The software worked well except for constantly having to download the same update 4 times! Also I do not know why I have to pay to file my state taxes electronically when I already paid for the state software!!
Pros: Easy to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Maria, Social Media Team, March 28, 2026
Tony, we’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!