Completed my 2023 return, it was accepted, and I received my refund after about three weeks. Same happened for 2022, but for 2021 and 2000 it took months before IRS sent me a form letter listing possible problems with my return but were not specific or helpful in any way, just confusing. Both of those years they reduced the amount of my refund and I never understood why. I need to be able to feel assured that I'm doing everything right before filing, but I don't get that feeling. My Dad had similar issues in 2021 and 2020, and he was an accountant. Filing the simple 1040 before computers and tax software was the good old days....
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 29, 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.
No support in making changes so that Charles Schwb
on April 27, 2024
Posted by: laymangc
from Apex, NC
Verified Purchase:Yes
I have been using the Premium Software for about 15 years and have not had any import problems. It would not import Charles Schwab investment information. Schwab told me it was your problem and I contacted your office several times and never got any support. As a result I had to enter loads of stock transactions manually. I was able to import Edward Jones and TD Ameritrade with no problem
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 29, 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.
We've used H&R Block tax prep software for the last 10 years. Our return is slightly complex as we are self-employed, have rental units, and investment income. The process is very straightforward almost (dare I say it?) "pleasant." The only feature missing is the capability to scan and import 1099 NEC forms. Our business receives about 200 each tax season and manually entering them all is tedious. But all things considered, we're very pleased with the software and recommend it to all our associates.