Customer Reviews for H&R Block - Premium Tax Software
Customer Rating
4
Best Program for Self Employed People
on March 3, 2019
Posted by: kro111
from S.Point, WI
I enjoyed using this software and my experience with 2018 Tax Filing was the best one I have had since 2012. H&R Block have written this program well. There were two problems I had during the review portion that took about a half an hour to solve. The program could not automatically move data to the correct area. I will be using this again next year for sure.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I have been using HR Block for several years. However, this year led to a confluence of issues that made the experience very frustrating. The downloaded software only provides 1 free filing and limits your preparation to one return. Software loaded from a disk offer 5 free filings and permits preparing returns for 5 different taxpayers with one program. The software does not work on an iPad. When the IRS initially rejected my return due to a typo, it led to the rejection of my stat return. I was able to readily fix and file the federal return, but cannot file the state return without paying an additional fee.
Cons: Time consuming, Hard to prepare, Hard to import documents
Retirement benefits not taxable in my state, but the software included retirement benefits as additional income. After several phone calls, was able to reach a person who helped me over ride the software. Otherwise, the refund would have been $500 less.
I have used H&R Block for over 30 years. Always very reliable and includes great features. Only one comment on improvement. At the end, just before the AIG, include the question, how did you file last year. This is important when changing from joint to separate or separate to joint and you import last years data to begin. EX. if you import joint and decide to file separate, only the preparer can file electronically, as when you file the other separate, it is rejected by IRS as the AIG does not agree with prior year, since prior year was joint. Would like feedback on this. Even your customer service reps don't know.