I have used H&R Block Tax Software and Tax Cut for many years. It is the only tax software I have used so it is hard for me to make any comparisons with other programs. Overall it has been responsibly priced and is fairly easy to use and intuitive as it follows the questioning sequence through the program. Being able to import data into the program from previous years is a big plus. Unfortunately I will no longer be using your tax software since you have not seen it appropriate to include the ability to import tax data from JP Morgan Chase. I have moved all my securities to JP Morgan Securities and find it tedious and tiring entering the data by hand into your program. I had hoped that you would have included this option in your 2023 version but I was disappointed to find it was still not available. I even called your help desk to see if they could help me connect but they were unsuccessful as well. I know that TurboTax includes the ability to import from JP Morgan Securities/Chase so I will spend the extra money for 2024 and purchase their tax program. I hate to change and have to learn the ins and outs of a new program but I have given H&R Block ample time to correct this issue. Thanks
Pros: Easy to prepare, Maximizes refund, Fast
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, October 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.
E-filed my return Oct 10, 2024, but have not heard from the IRS at all as of today (10/21/2024)
Pros: Easy to prepare
Response from HRBlockBy Social Media Department, October 22, 2024
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
The state program is a joke: Calculate the correct value for this entry and put it on Line 18. In other words, we have to figure it out ourselves; Google the state instructions, analyze how to calculate, calculate; then type our answer on H&R Block's form. NOT helpful !
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, October 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.
The tax software generated an IRA contribution when none was made for the year in question. The problem was never resolved. Leaves questions of possible other inaccuracies in the software code.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, October 24, 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.
It does the job. Sometimes difficult —for me sample importing Quicken , which us d to be easy and now doesn’t work.
Pros: Easy to prepare
Cons: Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, October 29, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!