Relatively easy to navigate, relatively intuitive. However...It would seem that when "foreign taxes paid" is entered, the very next question should be asking whether one wants to apply these taxes as deductions or as tax credits. Applying as credits required lots of exploring and trial and error, and I'm still not sure I got the credit I was entitled to. Also...unable to efile state (Alabama) because there were too many dividend entries for the software to handle. (I don't recall the exact maximum H&R allowed for efiling, but it was low single digits.) This was never an issue with Turbo Tax. So the state return had to be printed and mailed, a major inconvenience. On the plus side, the price point is favorable vs. Turbo.
Pros: Easy to prepare
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, May 28, 2024
Thank you for taking the 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 software for free after a different software package, Turbo something, screwed with me. Very happy. Don't qualify for a free return, wish I did.
I've been using H&R Block tax software for several years because it's relatively easy to use and it retains prior years data such as carry-over losses.
I have been using this since it took over the Tax Cut program I started using in ‘99. Over the years I changed levels as income sources changed. This year I wasn’t sure about changing downward, but my income was just SS and retirement pension, pulse withdrawal from my retirement nest egg. I wish there was some tool that would allow me to put in my income sources and determine which level was enough.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 24, 2024
Thank you for leaving a review, and for providing positive feedback.
I have been using this for several years and have always found it helpful and easy to use. My only complaint was it was hard to import documents from Fidelity.
we have been using your program for years now . very pleased. the only drawback is when I have a question that needs to be answered by a real person I am not able to contact one. Even with all the Frequently asked question info or site to reference a live person would be nice.