Customer Reviews for H&R Block - Tax Software Deluxe 2024 - Windows, Mac OS
Customer Rating
2
Some problems with opening itemized lists
on February 8, 2018
Posted by: Arra
from Massachusetts, USA
I found for the first time that itemizing medical, insurance, etc was possible. But when I went to open an itemized list that had already been created, I was presented with a list of about 6 lists with no help as to which one. I had to try each item in the list until finding the correct one. Very annoying, and should have been fixed!
Had numerous problems that could have been avoided. Fed return was rejected because birth dates of dependents were not confirmed. Should have been prompted to check these before filing. This caused program to want to charge 2nd time for filing state return. Another problem was endless cycle on my daughters form concerning health care insurance and we could not get out of loop for about 30 minutes. Tech support was no help after 1 chat experience with 2 different representatives, Vonda B and Le Tayvia B, with no progress then 2 phone calls and 3 representatives with long waits. Total time working on fixing problem was about 20 minute on chat and over an hour and a half on phone. Finally helped with a simple fix by a friendly Brian. He was the only one who had a clue about helping with problem.
The program itself is easy to use and accurate, however, my return is always rejected due to an invalid routing number. I verified the number with my bank and re-entered it several times, but the return is always rejected.
Pros: Easy to install, Easy to prepare, Easy to import, Fast
When comparing separate versus joint returns, the program assigns taxpayers DIV and INT income to spouse. The program also did not "deduct" real estate and personal property (vehicle) taxes.
The free online version had more advanced features than the paid-for Windows app. There's no uploading from PDFs. The UI hasn't changed a single pixel in years and navigating between forms is awful.
Cons: Time consuming, Hard to fix issues, Hard to prepare, Hard to import
I thought I would give H&R Block another try for 2017 after a miserable experience with it in 2016. I should not have. It handles multi-state returns extremely poorly. For starters, because the Federal+State program is available on Amazon at a discount, the cost of the second state (not available on Amazon) is nearly THREE TIMES as much as the entire Federal+State bundle. Secondly, while e-file in New York is free, the e-file fee for other states is, again, more than the initial cost for the software. Because, presumably, Non-Residents forms not getting the same scrutiny as regular forms, the Non-Resident return for my second state was full of bugs (like an entire page that refused to print, numbers not being rounded properly, and at least one line-item appearing on the wrong page. Many of the more esoteric topics require the user to read the IRS or state instructions, figure out what to enter on her own, and then type the result in (e.g. adjustments to one state's income on another state's form are done entirely manually, by the user figuring out how much needs to be subtracted or added from the program's initial guess at the amount, which at least it tells you is not the correct amount). Most disturbing of all, none of the information from the first (non-resident) state was automatically imported to the second (resident) state; the program asks you to type everything in again manually -- things it should know, like how much your tax is in the other state and how much your refund is for the other state -- and you can't look at those pages of one state's form while filling in the other state's interview. You have to stop what you're doing, open the form in a separate windows, write down the information, close the other window, and type the information back in. That's not the way it should work. I know most users don't need to file in two states, but for those who do, the software is not well suited.
Pros: Easy to install, Easy to import
Cons: Time consuming, Hard to fix issues, Hard to prepare
I wanted to look at my taxes without printing them..State taxes refund was higher last year but my AGI was only a few dollars different than last years. Did state show my military pay exception if so where