I've used H&R Block Basic software for several years. It is always a clear, consistent, and easy-to-use product that enables me to create several returns for my household and family. I gave an overall generous rating of 4 stars for these features. I will continue to use the H&R Block tax software for future filing. I withheld a star due to state tax versions being quite pricey, an additional charge for efiling the state tax return, and no ability to efile an amendment. These are substantial drawbacks, in my opinion, so HRB should feel happy that I did not deduct more than 1 star. There are a few other sub-optimum circumstances, but these involve system-wide issues between the tax software, IRS rules, and individual details.
Pros: Easy to prepare, Easy to import documents, Fast
The software works well, but there was a significant delay in making the forms for the EV credit available. Consequently, I was not able to finalize my return for several weeks later than I intended.
Multi year user. Got off to a great start with basic information from last year pre loading. Updated with current information and wrapped up in short order. Used the program to estimate tax for 2024 and made necessary adjustments in withholding.
Easy program to install. Inputted my data from my financial institution with ease. Filed my return on line and had my refund credited to my bank account in approximately one week.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast