Had very poor luck imoorting my tax forms from Fidelity using this product. Called Fidelity and your company for help, and each blamed the other until HRB finally told me the form was too big. Well I continued trying to import and eventually it worked, but it duplicated account information across accounts and eliminated cost basis in several trades. I manually fixed these issue and just hope I didnt miss anything.
Additional, there were 1060 trades that were imported and the s/w made me approve each and everyone. To make matters worse, after approving each trade, the program took you to the top of the list and not to the next trade that needed attention. Well when you got to the 500th trade, you had to move down 501 spots to get to the next trade approval which was incredibly time consuming.
Thinking TurboTax might be next years solution.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Tra Social Media Team, April 17, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
I have used this for 3 years, but with building on a new rental apartment onto our house, the software just didn't ask the right questions. There were other forms that it kept fighting back against what my forms showed - like federal income without state income on a W-2. It didn't show all of the options for expenses for my businesses and I had to go into the forms to add those expenses on things like the rental property. So it was quite a bear this year to work with it. Also, when I wanted to back up a screen, it often took me back to the start of a section rather than just backing up just a page or two.
Response from HRBlockBy Corrina, Social Media Department, April 20, 2026
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
The software did not handle my decision to file with an extension and then change my mind to file on time
Response from HRBlockBy Tra Social Media Team, April 17, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Could not answer basic questions and even when the agent provided some suggested prompts, even those would not work and just go into a loop.
May just try an alternate software next year.
Response from HRBlockBy Tra Social Media Team, April 17, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Generally very easy to use and reasonably priced if you can get it on sale. As far as I can tell there's no option that includes the state filing cost which feels a bit disingenuous. The AI chat feature is moderately helpful but can't do anything for you it can only tell you how to do things. Unsurprisingly this needs refinement.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!