I enjoy the simplicity of the software and that it transfers data from the previous year. I just wish that there was more support for calculating capital gains tax at the state level for investments that are free from capital gains at the federal level.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 7, 2024
Thank you for leaving a review, and for providing positive feedback.
I have been using this software for years. Only once did I try a competitor and I had to utilise Microsoft tech to alter computer settings to make it work. Since then only HR Block software with never a problem.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Team, H&R Block, May 7, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Experience with Block Tax Software was generally favorable, but here's what I believe needs attention: Block's. handling on the credit for Foreign Taxes Paid is too complex for tax withheld on entirely passive income from foreign stock, mutual fund/ETF income. This should have been much easier to enter, especially when paying the AMT. With respect to California State tax software, CA allows miscellaneous deductions, and Block was not sufficiently clear. Not enough space to list allowable CA deductions. I was able to import 1099 info from Schwab but not from Wells Fargo Advisors. That's a shortcoming. I'd recommend but might use TurboTax next year.
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 6, 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.