I have a brokerage account and they trad constantly. That usually means a lot of paperwork at tax time. Not with H&R Block. I just used the automated feature and let H&R Block software download the necessary information from the brokerage and fill out the forms for me. Easy Peasy!
Pros: Easy to prepare, Easy to import documents, Fast
I have used HR Block for over 20 years ( previously TaxCut). I love the ease of use, the ease of importing data from my financial software and the notifications of federal and state acceptance.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Software is incorrectly calculating taxes. It is doubling investments and taxes paid
Value
1
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.