This program is pretty straight forward and asks questions specific to both people in a joint return. There are still some confusing issues but getting to the final return is relatively easy. Some of the last minute review of issues are confusing and some take time to resolve. After using a popular tax software two years ago which didn't address income specifically from both of us we ended up with interest due because I couldn't get the software to resolve my questions. So we've been with H&R the last two years.
I would recommend this to a friend!
Response from HRBlockBy Andrea, Social Media Team, March 20, 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.
Software is easy to use. I will continue to use it in the future.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, March 19, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!
My second year using it. Generally easy to use and follow directions. Some frustrating things....having to review every one of 750 short term and long term investments. Got the dreaded exclamation point warning and had to click through every one of them and compare the entries against the paper 1099 to clear the warning. None of them required any changes Rules and procedures for reporting charitable donation of securities was difficult. Same with donated items. Perhaps run some Beta tests with first time users to help see issues through their perspective in order to fix problem areas.
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Carinna, Social Media Team, March 19, 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.
Clarity of options became better. Easier to iunderstand.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, March 19, 2025
Thank you for taking time to provide a rating! We're happy to see that you had a fantastic experience. We appreciate your business and look forward to seeing you again next tax season!