One of the great benefits comes in the second year and forward, when the system self-populates many of the reoccurring fields, such as names, addresses, and account numbers, from prior year's returns. Saves a lot of data entry time.
I've been using H&R Block's software to do my own taxes for years. It seems like they're a little more glitchy with each passing year, so I'm only giving 4 stars instead of 5. There's a form for the rental properties called "Safe Harbor". I entered 3 properties but only one of them prints on the form. It doesn't seem to have been a problem, e-filed without any issues and nothing back from either State or IRS, but it does seem like this isn't completely 100% correct.
My second reason for the 4 stars instead of 5 is that I've completely lost faith in the privacy of my information. They're selling it for sure, and we're powerless to do anything about it. IMO if they're making money selling our information, perhaps they should provide the software free of charge instead of double dipping. Actually, they have NO BUSINESS selling our information and I hope our government idiots eventually quit trying to sue each other and get around to locking down on our privacy.
We've used this for years, but it failed us this year. They skipped one EV form and delayed another for so long that we could not use it to file by 4/15.
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 30, 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.
For the past two years I have been unable to submit my return on line with no explanation of the reason.
Pros: Maximizes refund
Cons: Hard to prepare
Value
3
Response from HRBlockBy Social Media Team, H&R Block, May 31, 2024
Thank you for taking the time to give us feedback! 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.
I have had an awful time with H&R Block. They stated that even though I answered their questions honestly, I should have known my states laws better and it is not their fault. Stay away!
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 30, 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.
This tax software is excellent. Very intuitive yet comprehensive. Continuous updates make it solid and current. My only complaint is that it does not let you e-file more than the included 5 returns. I am willing to pay for additional e-filings but I am not allowed.
Pros: Easy to prepare, Easy to import documents, Fast