Customer Reviews for H&R Block Tax Software Basic 2024 - Windows, Mac OS [Digital]
Customer Rating
4
Title is fine
on April 12, 2024
Posted by: Anonymous
from Tallahassee, FL
This is the 3d year I have used E-file with H&R Block. This year did not seem to "flow" as easy to complete the return. I am not sure why this was so. Maybe it was that some areas needed a little more explanation of what was desired.
Pros: Maximizes refund
Cons: Time consuming, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
4
Used to be GREAT
on April 13, 2024
Posted by: Rich Greensboro
from Greensboro NC
Have used for several years with NO issues. I file for 3 friends and self. THIS year the 3 friends returns ALL had the same issue... the 2022 agi didn't match... even though they DID! I ended up mailing their returns with the "reject" notice. When I finally did MY return, it went through. - EVERY time I opened a return to work on it, it flashed a 'update' message! Your programmers couldn't get it right?
Bad handling excess HSA contribs, underpmt penalty
on April 13, 2024
Posted by: Pinball Fan
from Dallas, Texas
Verified Purchase:Yes
I have been using H&R Block tax software for more than 20 years. (They won me away from TurboTax when Intuit tightened their licensing to an absurd level.) Anyway, it might be time to give TurboTax another look next year based on H&R Block's clunky handling of two unusual situations on my 2023 return. Excess HSA contributions: There's a perfectly good line for what I needed on the Other Income worksheet, z15 (Excess HSA contributions withdrawn), but instead it used z18 (Other) and put in an explanation of "Excess HSA contributions withdrawn". This doesn't give me confidence that the IRS will be happy with it. Other issue, handling underpayment penalty form: I selected Box A - request waiver of full penalty. The IRS instructions say I have to supply an attachment documenting WHY they should waive the penalty. Reasonable, right? The software gave me a clunky way to put in an explanation (limited to 4 short lines of text), but when I printed my return for filing, my explanation was nowhere to be found. Ultimately I e-filed and I *hope* the explanation was included.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, April 17, 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.
Written by a customer while visiting HRBlock
Customer Rating
5
My Review for H&R Block Basic 2023 Software
on April 13, 2024
Posted by: SMUGG
from New York
Our Family bought and used this Tax Software and found it to be an easy and interactive software to use.
Pros: Easy to prepare, Easy to import documents, Fast