It's fairly easy to use but when it came to filling out the 1040 schedule 1, it did it automatically and it didn't ask you any questions. I wish you could have more than one form open when use the drop-down menu for forms so you could do some comparisons.
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
The Federal portion is well designed, and easy to use. The State portion is ok, but somewhat hard to understand a person's status as you perform the functions. The Local portion is tough as your status don't seem to show until you are finished and print out your forms.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
It works but it’s very confusing in some areas. They want you to upgrade your software to be able to get help with questions. Using the drop down feature to get answers just sends you in circles. And then they charge you to e-file your state taxes. It’s all just a racket to get more money out of you
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
1
Response from HRBlockBy Corrina, Social Media Team, February 12, 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 software works well for preparing Federal and State tax returns. The questionnaire is complete and relatively easy to follow. I especially like the ability to electronically import 1099 forms from financial institutions.
There are two things that I don't like. The extra charge for submitting the state return electronically should be included in the purchase price and the feature to calculate estimated tax for next year doesn't work well for one of the largest groups that need to file estimated tax, namely retired people. The interview should ask for social security income and distribution from tax sheltered retirement accounts. I end up having to use IRS form 1040-ES which is not very user friendly.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 12, 2025
We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.