it was really hard to figure out the sale of home process with form 4979 and 179. I had to actually take help from a CPA to sort it out. It saved me $10K in the end. I was expecting it from the SW,
Have used HRB for the last 8-10 years and am comfortable with it and know what to expect. I appreciate the way it picks up last year's info. Generally I must go through the form three times. Do not import Quick Books info because it is often confused due to unilateral actions taken by the QB software. With HRB I feel I am in control.
While still user friendly, the software has changed the way it organizes data input this year, which slowed down the process..
Cons: Time consuming
I would recommend this to a friend!
Value
3
Written by a customer while visiting HRBlock
Customer Rating
2
difficult to find answers to some questions
on July 16, 2020
Posted by: Blues guy
from Minnesota
Started out with Deluxe and needed to upgrade in order to get a specific form. Couldn't find any upgrade now button ( like the directions said), nowhere nohow. Could not get an answer to which software package I needed anywhere online. Needed Form 1099S. Frustrating, Good thing I'm already bald on top!
Generally very user friendly. I got a bit confused when answering its questions for a house that we rent to others.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
4
Overall good, but too many Installation / Program
on July 16, 2020
Posted by: grd_hs
from Fremont, CA
Program itself is very good. I am very happy but I have noticed 3 issues. Two major and one just an annoyance.
Problem1: For last couple of years, I have noticed that there is a major issue with Installation (state ) and Updating the software. For last 2 years, I had to call in and they sent me special package for installation. This is very frustrating
Problem2: For importing W2 and 1099's, many institutions are missing
Annoyance: When a review is done, it give you list of issues to review. Once acknowledged / accepted, these should not show up again