I have been using this software for many years, this year is no exception. The only issue I have had is that the update, to complete the planning survey ,is still not finished, but I have filed my taxes, both state and federal.
This years software , in my opinion, has issues in the area where you fill out the 5329 form. In my case it filled out the wrong entries in the form, which gave me errors. It took several calls to support to fix it.. I got both my Federal and State forms accepted within hours of submitting.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, February 8, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
software problem couldn’t file electronically last year same problem this year
Pros: Easy to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Asiya, Social Media Department, February 7, 2025
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.
This is my 8th year using the product. I found the interview process to be superior to TurboTax which I had been using. The only issue I had this year was when I was doing a Maryland State tax return. The counties of Maryland each have a flat rate income tax but not necessarily the same income tax rate. Although the program imported all data from the 2023 return, it got the St. Mary's County rate incorrect. The rate should have been 3%. The program inserted 3.2%. When I tried to override it, it would not let me. I had to go back to the background worksheet and delete the political subdivision. Then during the final review, it flagged the subdivision as needing attention. When I put the political subdivision back in, it applied the correct St. Mary's County tax rate. I suggest looking at this part of the software AND more importantly insuring that the County tax rate database is correct. Other than this, I like the product and probably will continue using it.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Asiya, Social Media Department, February 10, 2025
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.
Everything was fine with the federal. But I had no state program which I paid for. I contacted support and she sent me a link for the state.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, February 10, 2025
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!
Written by a customer while visiting HRBlock
Customer Rating
5
Perfect for my use
on February 7, 2025
Posted by: Almann
from Rochester PA
It is really intuitive. Also software (not tax) question I had was swiftly answered using their application assist number.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, February 10, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
Written by a customer while visiting HRBlock
Customer Rating
4
More complicated to purchase software
on February 7, 2025
Posted by: Chub has
It was more complicated to purchase the software this year. Confusing.
Cons: Time consuming
I would recommend this to a friend!
Response from HRBlockBy Corrina, Social Media Team, February 8, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!