I have used the software for eight years. It is never clear to me how to navigate the various tabs at the top and what happens if I want to go backward in the process flow. A nitpick was that I downloaded info directly through the Fidelity website when prompted for dividends. Then I downloaded from the same site for interest. What occurred is that both dividends and interest were added in twice. When things didn't make sense I went back and caught it. I chose not to see what happened in prior years but think the program should have realized it.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy 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.
I have been using this software for over a decade and generally works very well. However it is not great at handling things like bond premium amortization and we are left to figure it out on our own. Also I switched to the web version a few years ago and none of my information carried over. The web version is terrible by the way so I switched back to the desktop app this year. But again lost any migration of my prior year data. Overall does the job but could be better.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy 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.
Found it hard to understand on some sections . Couldn't get answers
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy 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.
I've used H&R Block software many years, since before the name was changed. I've always felt comfortable that I was getting the best refund, when one was due, or minimum IRS payment, when one was due. I respect their security and integrity.