I was disappointed that the software made an error. It took a Section 179 Deduction for an LLC that I'm not eligible for because I have no income from active participation in any business or trade. The software should have known that all my income was passive because of types of income I reported, or at least asked me whether I had active income in 2024.
Pros: Easy to prepare, Fast
Value
3
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
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.
29 year user; need better questions/help for partnership -Small Corporation reporting forms, requirements, and choice outcomes. You need a better question set based on the reporting forms provided by CPA firms reporting the business profits & losses.
Pros: Easy to import documents
Cons: Hard to prepare
Value
4
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
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!
Using H&R block, filling our income tax was super quick. The only problem was with the estimated tax. I didn't know how to get a printout of the ES1020 forms.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
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 bought this for a second time and opted for the automatic renewal of next year’s version, anything to save a buck. It is self explanatory way to file less complicated taxes. For a first time this year I had my return rejected. It takes some sleuthing to find out why. End result is guesswork. Going into the local branch is still the most rewarding experience.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800472-5625. We appreciate your business and thank you for the valuable feedback!
Works great, easy compared to any other way of doing taxes. Like how it checks for errors or other factors that might cause an audit. A little confusing in how to make edits to my return, to correct things that are identified in the review when the tax return is first completed.
Great how it lets you compare your actual itemizations to the standard deduction. Very thorough itemization help.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I've been using this H&R Block software for nearly 20 years to do my taxes, and the software has always been great, but this year I ran into (what I consider) a major issue at the end of filing, an issue that I spent several hours trying to resolve, and in the end still got wrong.
As a small business owner, I have to pay quarterly taxes, and my wife and I fall into the "high income" calculation when it comes to estimated taxes and the "Safe Harbor" method, where instead of paying 100% of the previous years taxes to make sure we avoid a penalty, we must pay 110%. In previous year's iterations of this software, the "Plan" section gave options on which route I would like to pursue. This year's iteration did not, it just jumped into all of the "What do you anticipate for next year" questions. So I was not alerted to the 110% threshold. This forced me to have to go through and read several IRS publications to determine if this was still a thing or if I would be ok at the 100% for tax year 2025. Since the IRS changed the way the publication was written between last year and this year I ended up missing it. Thankfully I was alerted to where it was by a dear friend, but as a result, I had to make (2) first quarter payments to the IRS instead of one. In previous years, the H&R Block software did not explain why it calculated my estimated "Safe Harbor" at 110%, but at least it was there which pushed me to go read the IRS publications in search of the 110% vs. 100%.
Honestly, this really bummed me out to have to deal with this. It truly felt like H&R Block was using the plan section simply to sell more services this year, and not as a aide to actually plan for 2025 taxes.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
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.