Customer Reviews for H&R Block Tax Software Basic 2024 - Windows, Mac OS [Digital]
Customer Rating
5
Basic software easy to use
on March 20, 2023
Posted by: Goliath23
from Olympia, WA
Basic software easy to use with good instructions. I had a first time energy credit which was greater than my tax. The software said I pay no tax for 2022 and there will be credit carryover for 2023. I needed to call help line to see if I did everything right.. Only 10 min wait. Kinisha was good I e-filed my return.
Used this product for at least a dozen years. used for both household income as well as a couple of schedule 'C' home businesses. Now during retirement, its also very useful for trying "what if" ideas, for example to see how your tax changes with more or less IRA distributions. I don't think there was ever a year when I felt I should have bought a program version beyond the "basic" offering. Of the few times I've had trouble and needed help, I was able to call and get things resolved, as long as I don't wait until tax filing deadline is getting too close.
Before I could file my return, the software made me go back and complete an utterly useless work sheet that asked me to fill in information that was already contained in my return. The return was done. I was way past this. The worksheet would not even be used to file my return. Still, I had to fill in information that had been automatically entered into my return by the program which used last year's return. Why? How did this program get out of beta?
The program refused to accept our second W-2 Forms from the same Payer. It would not accept a blank override. No numbers were associated with that box. Because I did not want to make these changes we were forced to send our IRS forms, not by e-file, but by snail mail. We are very disappointed.
No, I would not recommend this to a friend.
Written by a customer while visiting HRBlock
Customer Rating
5
Easy Peasy!
on March 21, 2023
Posted by: ssherripat
from FL
I have used this software for years after having problems with others. It's easy and each year it gets easier.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
The H & R Tax programs have simplified doing my taxes for more than 20 year. Easy to follow step-by-step with the help of questions.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
5
Only took me one day to complete.
on March 21, 2023
Posted by: chas1015
from El Lago TX
The only question not answered was about the cash donations to charities. I know they only allow so much to be considered, but your program did not tell me how much. I put all of them in the return, but they only accept a certain amount, which I would like to know.
The e-file function instructions were completely botched this year but thankfully I was able to figure it out. If you filed a paper return last year leave the AGI number blank and put in a pin, since that field is mandatory regardless.