Customer Reviews for H&R Block - Tax Software Deluxe 2024 - Windows, Mac OS
Customer Rating
4
Useful Tax Tool
on April 9, 2017
Posted by: Carrera
Marital status:Single
I have used H&R Block Deluxe for the past 2 years to handle my tax returns. The software helped simplify entering a 1099-C canceled debt form and also helped me handle self-employment tax (first time I had to deal with that tax this year). The program is great at walking you through step by step.
My only constructive feedback would be that the software failed to prompt me to fill out the Schedule SE even though I needed to pay Social Security and Medicare tax (I don't own my own business, and I'm not technically "self-employed," but I have to pay "self-employment" tax because my employer is not required to deduct Social Security and Medicare from my paycheck). Consequently, when I filled out the Schedule SE manually, the program kept trying to tell me that I was making an error. However, I think the system was simply confused, because my situation is somewhat unusual.
Nevertheless, the software otherwise did a good job navigating me through each form and finishing the process. I would still recommend this program as a useful tax tool.
I was under withheld and need a Form 2210 and amount should have been added to my tax due; software doesn't do that. This software used to make recommendations on 'tax savings' before filing, e.g. a spousal IRA; software doesn't do that anymore.
Ok for non complicated tax filing but very frustrating when trying to figure out why we didn't qualify for the Minn M1PR Homestead Credit. They gave a canned error message saying we didn't qualify because of any of four reasons but they were to lazy to tell us which reason related to us. I had to download the M1PR form and instructions from the state to figure this out. I consider this lazy programming.
I have been using Tax-Cut/HRBlock software for many years. My 2015 AGI was filled in by this years program as 222. Why so far off from 100K as calculated by last years HRB software? I had to redo and manually input the correct number!!!
Pros: Easy to install, Easy to prepare, Easy to import
I had many issues with taxes due to AHCA and conflicts with a year of unemployment, Unexpected IRA distributions and HRB walked me through a number of steps to finalize the years with as much gain as I could. Many new rules. HRB had it laid out for someone who was willing to tackle each problem and solve it.
Cons: Time consuming
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import
There were too many things that I could not find by extensive navigation of the system pages. The system uses worksheets and mini-worksheets and I was unable to find and view those used to calculate my tax.