Great for normal taxes but nowhere near enough support for trading accounts
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Max, Social Media Team, March 25, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Everything was great, except I had a hard time finding the place to put the RMD and tax paid on the RMD.
Value
4
Response from HRBlockBy Max, Social Media Team, March 25, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Good ability to download tax data from(some) financial institutions. Navigation was good, although when a form is open, you cannot minimise it or go back to, say, the income section without closing the form. I had trades of non-covered securities with the basis not reported to the IRS. The program should have generated Form 8453 along with instructions to send it, along with the additional supporting document, to the IRS Receipt and Control Branch.
Response from HRBlockBy Maria, Social Media Team, March 25, 2026
Ben, thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800- 472-5625 at your earliest convenience.
Overall, I was satisfied with program. I had some difficulty because the program needed to be updated to process the no tax on overtime.
Cons: Hard to prepare
Value
4
Response from HRBlockBy Max, Social Media Team, March 25, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!