I bought the Deluxe Fed & State & downloaded it. For the Federal return I entered my 1099-R info. On the Excess Accumulations section it said to work through the questions. Just like previous years I entered my RMD, which exactly equaled the 1099-R. There was no excess. But the program then boosted my tax as though the RMD was greater than what I had entered on the 1099-R previous page. I was told 4 times that this was a know bug that would be fixed, but it never was. In previous years, this was not a problem. For the Oregon return there was no place to enter my political contribution. I don't mean to a party but to a political organization. It's a credit for $100 filing jointly. HR only had a line for contributions to a political party Democrat or Republican. Again, this was not a problem previous year.
Pros: Easy to prepare
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Carinna, Social Media Team, March 19, 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.
Program guides you step by step. Absolutely wonderful.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Value
5
Response from HRBlockBy Tra, Social Media Department, March 20, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!