Customer Reviews for H&R Block - Premium Tax Software
Customer Rating
1
State e-file failed
on February 21, 2018
Posted by: Big red LA
from Baton Rouge, LA, USA
I have received a letter from the Louisiana Department of Review adjustment to the tax due based on incorrectly filed information. Now there is no one to talk to about the mess caused by this error.
Pros: Easy to install, Easy to prepare, Easy to import
I purchased this software, installed it the same day and completed my return in about two sessions. ...very efficient process. Great explanations and instructions!
Pros: Easy to install, Easy to fix issues, Easy to prepare, Fast
Everything was good, except that when I got to entering K-1 info from a Trust, the program said I had to print off the necessary forms, figure them out on my own, and file a paper return. It is too confusing, so I have to take it to an accountant to complete.
I have used H&R Block tax software for several years and have been quite happy with it. However, this year, that is not the case. There is a BUG that affects a minister who worked at more than one church (and got a housing allowance from more than one church) during 2017. The Clergy Worksheet 1 only takes into account the housing allowance entered in the interview section (along with actual expenses + utilities as well as Fair Rental Value) of the LAST W-2 entered. This completely screws up other calculations throughout the entire tax return including an incorrect Self-Employment Tax calculation. Luckily I noticed this after printing my return and looking at the Clergy Worksheet 1. I had to spend a lot of time trying to figure out what was going on and how to make changes so that my tax return came out correctly. If I hadn't noticed the error, I would have owed the IRS over $1000.
Have used HR Block software for 15 years and I love it. This year I had many things going on. I retired, financed a house that I sold which was a rental property, and received social security payments. The software guided me through all of this mess. I am very happy with HR Block tax software.
Pros: Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import