Retired and first year with a 401k withdrawal. Figuring out if I owed a penalty was a bit difficult. I had to use the IRS instructions for 2210 for understanding how to proceed. That was my only disappointment with the software. Everything else was simple and clear.
I've used H&R Block Tax Cut software for over 20 years and and have been very satisfied with it. Makes doing my taxes so much easier and accurately. On top of that, it is a good value compared to other programs.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 2, 2024
Thank you for leaving a review, and for providing positive feedback.
Multiple Problems Experienced with 2023 Tax Return
on April 28, 2024
Posted by: Marco1
from Annapolis MD
Verified Purchase:Yes
I usually have no issues with using H&R Block tax software. But that was not the case for my 2023 taxes. For my state of Maryland tax return, the software would not allow me to enter 4th quarter estimated state taxes if paid after 12-31-2023 even though the established due date is 01-15-2024. I guess I should have backdated the payment by two weeks. But I shouldn’t have had to. I am going to have to file an amended state return to get back the over $900 I am owed due to the error in the tax software. Also, changing the type of SF 1099 resulted in total tax owed from a Federal tax refund of $1,000 to owing over $8,000. I cannot imagine why a minor change would result in that much of a tax increase. It seems to be another software glitch, and makes me wonder if I can trust H&R Block tax software going forward.
Pros: Fast
Cons: Hard to prepare
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.
Moved to NY during the year. Needed to file a part year resident NY State form, including NYC taxes. The basics of the State form were fine, but anything to do with part year resident and NYC part time resident required a lot of "click the whole form" and manually entering numbers. At least one repopulated number was incorrect and had to be overwritten. No reasonable Help in the State form. I had to find the state instructions to complete. No issues with the Federal taxes.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
3
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 have used this program for 8 or 10 years. The rice is good and the accuracy seems to me as good as it gets. Covers most areas easily. Detailed instructions as you go. User friendly.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 3, 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 been using this program for over ten years and no audits, I plug in the required data or down load from my employer and investment firms. It looks over everything and if I am missing some data, it tells me. I send off my return, IRS accepts, and like I said, for 12 years, no IRS agent knocking on my door.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 3, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!