The late updates to the software made doing my taxes very frustrating.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy H&R Block Social Media Department, May 23, 2024
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 have been using this software for years, and have 2 main issues: 1. Schedule D: I do a lot of trading, including selling naked puts. The software does a good job importing data from my broker, however, it is not programed to “understand” sales that happen before purchase, as is the norm in short selling and put writing, so I am forced to confirm each of those trades manually, since the software flags them as errors. The software accepts expired options (labelled X), so it is not a stretch to allow for naked puts and shorts. 2. Form 8938: I am an expat, I report my foreign bank accounts on form 8938, and the software has now (not last year!) a limit on the number of foreign accounts accepted in e-filing. This is weird. Also, you may need to review the output here: the number of additional sheets is not provided automatically, and, if I have, say, 6 bank accounts, I get 5 additional statements, each with page 1 and page 2, while p 1 is supposed to be a cover for all, and page(s) 2 the additional sheets for each account. This is also not automated, and confusing. Overall, I like the software, since I’ve been using it for so long. I wish the above issues are taken in account in future versions. Keep up the good work!
I was helping my son using the downloable program and e-filing didn't work on Tax day. I tried to e-file on 4/14 Sunday all night until midnight and tried again 4/15 Monday morning but still wouldn't work. I had to print everything last minute and filed paper returns for both Federal and State tax returns.
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy H&R Block Social Media Department, May 22, 2024
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.
What good is a product if I can't Efile at the deadline.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 22, 2024
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 been using H&R Block tax software for 20+ years after switching from Turbo Tax, and have found it easier to use, and more thorough. It also was able to import my TT return into it's program when I first got started with it, but TT wasn't able to do the same for HRB users.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 23, 2024
Thank you for leaving a review, and for providing positive feedback.