I have used H&R for years but I find the interview is becoming more confusing and questions asked are not as easy to understand and answer as they used to be with this program. I find the interview in the later parts of the program to be somewhat obscure and leaving the customer concerned that not everything has been answered correctly or that something has been missed. It may be the result of a US tax code that is so screwed up that the officials that write it can't really understand it - right?
Pros: Easy to import documents
Cons: Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Kira, Social Media Team, March 18, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I have been using H&R Block for the past 7 years, it has been easy to install and enter all the tax required information to complete. Most items are easy to understand and answered except a few out of normal questions that I would need to go to the help section to figure out how to answer.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Team, March 19, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
When I ran into problems downloading information from my Merrill Lynch account I contacted H&R. Everyone I interacted with was helpful and spent a considerable amount of time with me attempting to resolve the problem. The only drawback was it took two weeks to resolve the problem after elevation of the issue to two higher tiers.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, March 18, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Not our first adventure with this software. Good to know it remains reliable, easy to use, and reasonably priced.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, March 20, 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
2
Product works inconsistently
on March 17, 2025
Posted by: Tbdn
from Kansas
This product worked fine as long as I filed as married filing jointly. However, when I tried to use it as married filing as as a single it erroneously calculated that I failed to satisfy IRS rmd's and erroneously determined that I owed penalties...and I clearly do not!
Cons: Doesn't maximize refund, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Andrea, Social Media Team, March 17, 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.
The software is simple and effective to use but I've marked it down one star because of the restriction to five for the copies of form 8938 if you want to file. True that this better than the 3 allowed in the 2023 version, but before that there was no such limit. This remains a serious drawback of this software.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, March 18, 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 product is very helpful for identifying scenarios required for person tax situations. I've been using HR Block for at least 15 years. For the third year in a row the Mac version doesn't actually update via the built in update utility. This requires manually downloading the updates from the website and installing them as they are released. And for the second year in a row the licensing key generated, as part of the annual auto-renewal, doesn't actually activate the state portion which requires reaching out to support to have it fixed. I had one annoying issue where it asked me to validate REIT business deductions (I don't have a business nor have I explicitly invested in any real estate) but the tool and website couldn't really tell me which section those numbers came from. Turns out it was two numbers combined from two different 1099-DIVs that was labeled with another name. Help articles on these weird correlations would be helpful.
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Tra, Social Media Department, March 18, 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.