Customer reviews from HRBlock
H&R Block Tax Software Deluxe 2024 - Windows, Mac OS [Digital]
Average customer rating
4.4
(118,178 Reviews)
Rating breakdown 118,178 reviews
5 Stars
79,760
4 Stars
21,218
3 Stars
7,160
2 Stars
3,916
1 Star
6,124
85%of customers recommend this product.
(
34,341 out of
40,561)
Customer Reviews for H&R Block Tax Software Deluxe 2024 - Windows, Mac OS [Digital]
Posted by: Anonymous
from New Hampshire
Verified Purchase:Yes
I had been using your product for years, but this year, I found the wording with regards to Required Minimum Distribution very unclear. When I answered the question, I was told that I had a huge penalty. WHAT?? So, I reached out to one of your tech people who said she had had a similar problem the previous week and there was a glitch in the program. She then directed me to someone higher up who could help me but that person denied there was a glitch and instead, told me where local offices were. I tried Turbo Tax and sure enough,there was clearer wording and NO penalty. I am not sure I will ever you your product again.
No, I would not recommend this to a friend.
Response from HRBlockBy Corrina, Social Media Team, February 27, 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.
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.
Written by a customer while visiting HRBlock
Posted by: Anonymous
from Oregon
Verified Purchase:Yes
I liked that I could do my taxes for myself using your program. When I had questions I was able to call and ask someone for help.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, February 27, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Written by a customer while visiting HRBlock
Posted by: Anonymous
from NY
Verified Purchase:Yes
I have used this tax program for several years now. It suits my needs as a middle tier taxpayer..
Value
4
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock
Posted by: 0217
from Ohio
Verified Purchase:Yes
The program is fine but the font size of the questions and instructions could be larger for those of us with limited vision. There is a lot of wasted black space the could be filled with a larger font. The background color could be easier on the eye.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, February 26, 2025
Thank you for your feedback! 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.
Written by a customer while visiting HRBlock
Posted by: Mike 5555
Verified Purchase:Yes
I've bought this every year for the last 5 years, and it does not disappoint!
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock
Customer Rating
1
Many H&R Block Customers overpay State Income tax.
on February 26, 2025
Posted by: Kensington 2000
Verified Purchase:Yes
I over-payed my State Income tax every year using H&R Block software for the past 15 years because I missed this one small checkbox practically hidden in the prompts and never knew it was costing me money. While my Fidelity brokerage's 1099-DIV is technically complete, what it does not include is causing many of your customers to overpay their state income tax. Like most type A people, I like to start on my taxes as soon as my tax forms are available. My brokerage emails me when they are available, but the truth is that not all the information is in yet and even after it is, my 1099-DIV does not include it nor specifically tell me what else to look for. I am talking about the Percentage of Income from U.S. Government Securities Information for state tax reporting. We all know that municipal bond interest is generally exempt from federally taxation. Additionally, almost all states (including mine, IL) do not tax interest on federal government bonds e.g. treasury bonds; however, this area of taxation is much more complex and much less clear-cut. Since I did not check the box when running H&R Block’s federal program, I did not know to look for these deductions on my state return. This deduction is also hidden on the IL tax form under additional deductions and requires Schedule M to complete. I finally learned about this deduction two weeks ago because a family member argued with me about it and then it took me the rest of the day to understand what this deduction is and why I missed it all these years. When interest rates were near zero before 2023, this might not have been a big deal, but it is now that interest rates are higher. I am going to have to file an amended state tax return to clear this up.
On the Deluxe Software, when I go to Edit my 1099-DIV information, boxes with figures pop up just like on the 1040. Your software adds two small checkboxes at the very bottom of the screen. The upper checkbox asks if dividends include income from government securities. I missed it because I never knew I needed to scroll down that far and even if I did, I would not know to check this box because the 1099-DIV makes no mention of it. I am well educated especially in financial instruments and very conscientious. If I have been missing it all these years, then most of your other customers are as well. And now that interest rates are higher, more of them are finding out. Since this section may be challenging for some clients to complete, the goal is for H&R Block to make it easier.
Here is a list of ideas for making this item more obvious and helping your customers with the calculations.
1) Instead of putting this checkbox at the bottom of the screen, put it at the top of the screen. Instead of making it small, make it large. Add in large print by this checkbox that most mutual funds and ETFs invest at least somewhat in government bonds and states (other than CA, CT and NY) generally do not tax the interest. This information is not included on the tax forms issued by your investment company. If you are unsure, then we can work on it together.
2) If you own a mutual fund or ETF, then you need to calculate the amount of interest income you earned through the fund's government bond holdings, if any. Start by looking for your fund’s Percentage of Income from U.S. Government Securities. You can usually find them online in supplemental tax documents generated by your investment company. If your 1099-DIV is issued by a mutual fund company, then it may even have a footnote at the bottom of Total Ordinary Dividends and Distributions Detail that tells you where they list this information for their mutual funds. Make sure to select the document for the current year.
3) This percentage may be listed as one figure or as two. If it is listed as one figure for state income tax reporting, then you can type that percentage in. It might also be listed as % of Income from Federal Securities and % of Taxable Distribution Eligible for the Dividend Received Deduction. In this case, calculate the percentage by taking the product of the two figures and then dividing their product by 100. You need this percentage for each fund listed on your 1099-DIV to take the state tax deduction for it.
4) As a last safeguard against customers missing this checkbox or not completing this item properly, have it show up in the Accuracy Review on the Federal return and ask about it again on the State return. Instead of having a red exclamation point for the entire 1099-DIV, include this checkbox specifically as an item for a brown alert or red exclamation point.
1) Instead of putting this checkbox at the bottom of the screen, put it at the top of the screen. Instead of making it small, make it large. Add in large print by this checkbox that most mutual funds and ETFs invest at least somewhat in government bonds and states (other than CA, CT and NY) generally do not tax the interest. This information is not included on the tax forms issued by your investment company. If you are unsure, then we can work on it together.
2) If you own a mutual fund or ETF, then you need to calculate the amount of interest income you earned through the fund's government bond holdings, if any. Start by looking for your fund’s Percentage of Income from U.S. Government Securities. You can usually find them online in supplemental tax documents generated by your investment company. If your 1099-DIV is issued by a mutual fund company, then it may even have a footnote at the bottom of Total Ordinary Dividends and Distributions Detail that tells you where they list this information for their mutual funds. Make sure to select the document for the current year.
3) This percentage may be listed as one figure or as two. If it is listed as one figure for state income tax reporting, then you can type that percentage in. It might also be listed as % of Income from Federal Securities and % of Taxable Distribution Eligible for the Dividend Received Deduction. In this case, calculate the percentage by taking the product of the two figures and then dividing their product by 100. You need this percentage for each fund listed on your 1099-DIV to take the state tax deduction for it.
4) As a last safeguard against customers missing this checkbox or not completing this item properly, have it show up in the Accuracy Review on the Federal return and ask about it again on the State return. Instead of having a red exclamation point for the entire 1099-DIV, include this checkbox specifically as an item for a brown alert or red exclamation point.
Response from HRBlockBy Eva, Social Media Team, February 27, 2025
Thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
Written by a customer while visiting HRBlock
Posted by: Anonymous
from West Des Moines, IA
Verified Purchase:Yes
It would have been nice if I was told that I needed to get my access id from the IRS page before I submitted my taxes and was charged and had to resubmit.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Written by a customer while visiting HRBlock
Posted by: Photoeliot
Verified Purchase:Yes
Easy to use. I do my taxes quickly and easily. No stress.
Response from HRBlockBy Andrea, Social Media Team, February 26, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock