REQUIRES EXCESSIVE PAPER FOR SIMPLE RETURNS. MENTIONED THIS IN MY REVIEW LAST YEAR. HOPED IT WAS FIXED THIS YEAR. I WON'T TRY AGAIN
Pros: Easy to prepare
Cons: Time consuming
No, I would not recommend this to a friend.
Value
1
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.
Great program however somewhat confusing when the numbers from federal auto populated too the state regarding alimony
Pros: Easy to prepare
Cons: Time consuming, Doesn't maximize refund
I would recommend this to a friend!
Value
5
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 had to file Form 5329 which required an explanation for requesting a waiver of penaly. The program provided the Form but not a way to include the explanation so I would have been unable to efile. I decided to leave out the form and file it seprately. It seems it would be a simple fix to provide a blank page for the explanation.
I like most everything about the software except the way it handled cost basis for donated stocks. I had one value over $5K and instead of requiring a cost basis during the interview it required to be filled in the form during final checks. This was confusing. Also, I don’t even know if it was necessary since the full value of donated stock is tax deductible.
I bought this software mid-March around the time IRS issued a new ruling for tax filers. Appreciate the auto updates the software runs, the audit risk assessment to make sure everything looks good and simplicity yet thorough explanation of each question if needed. Overall would get it again next year. Only downside is the character limit for names that have 11 letters or more.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 2, 2024
Thank you for leaving a review, and for providing positive feedback.