I've been using this program for many years, and this is the first time I felt confused. Probably not HRBlock's fault, but the definitions for required minimum distribution and excess accumulation did not help me figure out what I was supposed to do. Other than that, everything went smoothly, expecting my federal refund tomorrow.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, February 10, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!