It's a little clunky to use, but you can wade through it. One thing it did poorly was the handling of foreign tax paid by a mutual fund. Very awkward, and took me a long time to work out. Also, I was not able to import data from my financial institutions.
Cons: Time consuming, Hard to import documents
I would 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.
H&R Block Delux worked as expected in most areas. I had used Turbo Tax in the past, but the price this year was too high. H&R Block was much more reasonable and worked well except for the download of financial info from Wells Fargo. They were not on the list of companies for this software.
If you don't use them to file state I think some options do not work
Pros: Fast
Cons: Hard to prepare
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.
I've used this software for many years (I think it was called Tax Cut). Ihave 2 suggestions for HRB. 1) program the software to have a zoom function for seniors and 2) regards QCD's a place to designate who the gifts are to & maybe more than one 501-3C charity, I'd like to see your text & numbers less gray & more black as the screen's contrast is not always effective for viewing on my screen. Thxs.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 2, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
This won't help you with the first, but it does a good job at the latter. Former TT user and switched in 2022 tax year. The interface is different, but easy to use. The financial forms import needs to expand but I expect it will continue to grow each new tax year. Filing and acknowledgement of acceptance was simple and quick.