Overall this software is good. There are sections that need clarification. Medicare Part D has only a space under SS. No explanation or space if Part D is paid out of a private insurance fund. Better clarification on RMD. Needs simple clear precise language. Too much confusion over excessive RMD in the form.
Software is quick and accurate. Only issue is one should be able to just select the standard deduction without having to enter itemized information for comparison. For most of us, we will never reach beyond the standard.
Bought and used the 2023 Basic software for two relatives' returns, now my tax files won't open; good thing I saved one return as a pdf. Where did my T23 software disappear to, and why? Also, software does not import tax docs from e*Trade or Chas Schwab accounts.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
Written by a customer while visiting HRBlock
Customer Rating
3
Seemed to work until the end
on April 17, 2024
Posted by: notpsyched
from Olympia WA
I used the software and submitted it I received a confirmation email yet it still will not let me check my status because it does not think I submitted my taxes.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
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.
I’ve been using H&R Block software for my tax preparation for about five years. It is good, but it could be better. For example, when asked about interest and dividends you can download the information from your financial institution. After you have input all your information throughout, you are then asked to go back and verify the information downloaded from the institution. How do I verify whether or not the amount is correct when all of the trade transactions have been completed by a computer? I have no idea if the transaction is correct or not. It’s very frustrating and confusing. And you have to do it for EVERY TRANSACTION. I’m 68 and have a PhD and I stumble around using the software. I feel sorry for folks who have trouble with English.