I have been using this software for as long as I can remember. I have always found it convenient, intuitive and accurate. I have never had any issues with the IRS or state department of revenue. Using the same software annually makes each year's agony easier than the previous.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 2, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I have only used H&R Tax Products and 2023 was the first year I had an issue. First with the handling of some small investment tax credit, the product did provide a warning that it does not handle this transaction well . And then I was unable to file electronically with the IRS. This may have been an IRS issue but I could not obtain an explanation of the rejection code. Oh well paper filing had to be done.
I dealt with investment tax reports for the first time for 2023. The way that this program displayed what was entered automatically was difficult to find since it was not displayed. If a default could be set displaying all info captured from these reports I would not have tried to enter part of it manually (only to find it already entered later.) Otherwise most information entered automatically.
Began by downloading “last year’s info.” But said I’m married (widowed for 12 years). When I corrected that, it insisted I’m the one who died and erased my info.
Pros: Easy to prepare
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, April 29, 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.