Requiring everyone who submitted a 1099-R to go through the interview regarding Form 5329 was very confusing. This is the first time I have run into this. My RMD is calculated by the plan administrator and I am confident it is correct. The interview then automatically generates a Form 5329 for the return. Why?
Response from HRBlockBy Sean, Social Media Team, February 25, 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.
I have used H&R Block software for many years and I find it mostly easy to use. This year was a little harder but not impossible. I had to go to the actual form to make sure the information I put in, partially donating my RMD to charity, was recorded correctly.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 25, 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 software is much easier to use than any other on the market. My only complaint is waiting so long for all of the necessary updates.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, February 25, 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 would not upload information from my previous hrblock program from 2022. Otherwise I love it
Pros: Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 25, 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.
I have been using H&R Block Deluxe software for several years and enjoy the navigation around the app and the double-checking the app performs as I am preparing my returns as well as when I am getting ready to file them.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sean, Social Media Team, February 25, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Excellent Tax Program! I always buy the deluxe edition of the software because I have royalties that I need to declare as well as a tax I have to pay to California each year. The program walks you through everything you need to know, and you can also get online or phone help if needed.
Pros: Easy to prepare, Maximizes refund
Value
5
Response from HRBlockBy Sean, Social Media Team, February 25, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!