very good menus, an easy-to-follow program and very easy if you understand tax codes
Pros: Easy to prepare
Value
5
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Thank you for your positive feedback! We're thrilled to hear that you had a great experience. Your feedback is greatly appreciated, and we're thankful for your business. We hope to see you again soon at H&R Block!
I can't tell yet whether the program dealt with all of the issues that arose during tax preparation. Some things worked well, such as the ease with which the return was submitted. There were a number of cases where there was no in-application reference to describe the meaning and treatment of fields on forms. For example: 1) should "this" field be left blank, or have a zero entered if I have no information from my broker? 2) If I get a 1099-DIV from my broker with all zeros, should I not create a 1099-DIV instance, or create one with all zeros? Having to go search on-line for the IRS publications for guidance was a little tiresome. It would be great if there was a dictionary of IRS document names for the forms in question, with a little snippet about content. Also, it is impossible to have all the required information when it is time to start entries, so the questionnaire format made it cumbersome to be forever getting back into the document to check entries for accuracy and completion.
Pros: Easy to prepare, Easy to import documents, Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Hi, thank you for leaving a rating for us! We're happy to see that you had a fantastic experience. Your high rating reflects the quality of service we aim to provide. We appreciate your business and hope to see you again next tax season!
I have used TT for years and decided to make a switch this year as a result of cost. HR is approximately comparable. The most frustrating thing I found is when you are almost finished and the software prompts you to fix errors. The errors are not explained; forms pop up with no questions or advice on how to fix them! Duh - what do I do here? I fixed some and I was winging it because I did not understand the "error". Despite my fixes, the same ones popped up again. I finally was so frustrated that I just deleted some of the form they referred to. If I made an error - I'm real good about following prompts throughout the program - then give me a way to understand what I did wrong. (I don't think I did!)
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Hi, thank you for taking the time to rate your experience with us! We're thrilled to see that you had a fantastic visit. Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
Very reliable software. Received all confirmation instantly
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Hi, thank you for taking the time to rate your experience with us! We're thrilled to see that you had a fantastic visit. Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
I buy this program every year because it is so easy to use. So helpful.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Hi, thank you for taking the time to rate your experience with us! We're thrilled to see that you had a fantastic visit. Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
I like that information can be imported from past years, as can 1099s from a wide assortment of brokerage houses and W2s. It simplifies the work a lot. The reason I rated the product 4 stars out of 5 is that my husband had distributions from an inherited IRA and I had distributions from a non-inherited IRA and the software asked me again and again to go back and check the form related to that. There didn't seem any way for me to stop it asking. Also, there was some confusion about a Roth conversion.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 17, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!