Things started out well with input so all 1099 data. Then a question about any RMD with instructions to enter amount. Then a >$10,000 penalty notice popped up. Went back and removed amount but penalties remained. Several minutes of worthless AI interaction finally revealed a phone help number. Half hour of “talking” with bots led no where so after several demands for live help assistance I was rang into a number that informed me of a 32 minute wait, or an offer of a callback. I chose to wait and, true to their word, about 30 minutes in Rebecca answered, and for the next three hours helped me go back thru all parts of my return, at first to no avail. Then she found an available update and helped me download it. We went thru my data again, finding a change in the intent of the RMD question along with a form that the original question caused to be attached to the return, we proceeded to delete the form and worked on past the trouble area. At this point I was done and I’d Rebecca goodbye, with many thanks for her vast help - fully expecting that I would be invited to rate her help. I was not, but, SHE WAS 6 of 5 IN HER KNOWLEDGE, CARE, PERSISTENCE AND HELPFULNESS. HOPEFULLY YOU CAN REWARD HER. I returned a few days later and finished my Fed return without incident My state return presented me with a question about the “amount of my RMdD that was exempt because the contribution was made after age 55 or 65 ( I don’t recall which). Used the number I could support with charity contributions from RMD and finished that way. Still couldn’t find reasoning explaining the question but wasn’t going to endure the bot help thing again. Finally worked ok ut getting there without Rebecca wasn’t gonna be. Not the most pleasant experience.
Response from HRBlockBy Lexis, Social Media Team, March 25, 2026
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.
Well-designed user interface made the soft very easy to use. It stepped me through the data collection in a very intuitive way. It covered many more tax situations than I needed, so should be adequate for people with complex finances. E-filing was simple.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
Been using H&R Block for over 40 years. Same excellent results!
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
Social Security Lump Sum Calculation not supported
on March 23, 2026
Posted by: SS Lumpsum
from California
Verified Purchase:Yes
Very disappointed that the H&R software did not support the Schedule 915, Worksheet 1 - 4 dealing with lump sum Social Security payments. You get an "F!"
Pros: Maximizes refund
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
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.
Used for 20 years. No longer can import from Merrill. Will switch to a CPA next year. Why are you throwing a good thing away? You have no real competition. Turbo Tax is a non starter.
Pros: Maximizes refund
Cons: Hard to import documents
Value
4
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
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.
I've used this software for many years in a row now. I could not be happier!
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!