First time I have done my taxes by myself. No problems at all. The only thing I could wish for is an easier way to get a better understanding of some of the things asked for that I didn't understand.
I been a long-time customer, but!, this year No download for E-TRADE, Duh! call about it and was told to type it in by hand, no fun.. then when I try to send return to the federal on the last day it failed. after 2 hours of trying, I printed mine & my son's and mailed. Not Happy
Fairly simple & easy to use, with fairly easy to find useful advice...really does think of options & contingencies ahead for you, then guides you through it all very well. So while not perfect, it's great overall...way better than Turbo Tax, which is complicated, error-prone. lacks proper data any real tax software should keep track of, and has little useful advice even when hidden & using their expensive expert assistance. I needed no assistance nor experienced these issues with H&R Block software. Took me just hours to complete H&R Block return with a house sale & number of investments, something that would take darn near forever with Turbo Tax, many frustrating days with no resolution for parts of it and return left in limbo.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This is excellent product but need to provide better instructions in some case, also I notice that the links you use to IRS publications, schedules, and forms are no longer there. Also, it would be nice to provide clearer instructions on what one can do to help reduce one's tax liability.
Trying to deal with minimum required distributions of retirement accounts is unclear and difficult. I had to manually override several entries to avoid paying tax on money I didn't receive and didn't NEED to withdraw. That SHOULD have been 'automatic' on entry of the 1099s. It seems you could have done that with knowing our ages and the amounts in the retirement accounts.
That coupled with the 'snafu' in filing on the deadline made this years experience even more painful than usual. What compensation do you intend to offer?
Those complications, coupled with the increase in price makes this year's release a 'poor value' and your continued lobbying to prevent 'automatic filing' like so many other countries have is unworthy of a 'moral' company. My taxes are complicated enough that I'm likely to continue to want software help, but for 90+% of taxpayers with W-2s and 1099s and that's it, they should NOT be forced to buy something to pay what they have to pay.
Do better
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 23, 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.
Couldn’t file through you because your network was down. Lost nearly 100 for an unused product and was not allowed a refund.
No, I would not recommend this to a friend.
Response from HRBlockBy Social Media Department, April 23, 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.
The 2023 version did not seem as intuitive as last year's 2022 version. Navigation between interviews and forms was less seamless, and navigation among interviews was far less obvious. Working within forms was very challenging. The interview questions and explanations were mostly very good and pointed me to some tax savings that TurboTax would NOT have.