Easy to use and more affordable than competitors. It works fairly well for me, but I was disappointed to find out that for more than two States, the software will not transfer credits between the resident States. In addition, importing investments was somewhat confusing as it required verification of each of the investments. The details of investments are not typically provided by brokerage accounts.
Pros: Easy to import documents
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 16, 2024
Thank you for leaving a review, and for providing positive feedback.
I've been using H&R Block for a good number of years and if I keep track of what I'm doing - OK! Only one minor problem this year = "What was your AGI last year? If you used us last year we'll enter it for you." Well, I had to hunt for the figure because the program entered ZERO! Other than that 'glitch' everything worked fine. But, in fairness, I did take a lot of time to do my return[s]. With investments my FA said to wait until late March or early April to file because investment companies have time to update their 1099 stuff and then I might have to re-enter items. Pffffffft. I also waited to do the scheduled updates to the program. Despite all this I will use H&R Block over any other tax program out there.
Attempted to file 1040x…Transferred amounts appear in wrong column & can’t enter an income subtraction number. Program says this normally an addition
No, I would not recommend this to a friend.
Response from HRBlockBy H&R Block Social Media Department, May 22, 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 H&R Block Federal and California Tax Preparation Software for several years. I find it easy to understand, and feel confident that my resulting return is accurate.