This was the first time in 10 years that I have not been completely satisfied with H&R Block. I have two accounts managed by Fidelity that generate over 1000 1099-B transactions. I imported the transactions from Fidelity, but it is extremely time consuming to H&R Block software to review these items. It would be much better if a report or spreadsheet could be exported for verification.
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Chris-Social Media Department, March 26, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Have been using this product for a number of years and the process for entering data correctly is very straight forward. When e-filing, the instructions are not clear. In my case i needed to pay the amount owed from my checking account. The payment worked fine but I wasn't sure if I needed to save my file again or not.
Response from HRBlockBy Chris-Social Media Department, March 26, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
H&R Block software works well, though is sorely overdue for a modernization. Hasn't really changed in, like, 20 (?) years. This DOESN'T mean to dumb it down, or to design the UI/UX for a phone!!! Also, sometimes in state taxes, relatively common functions/worksheets are left to us to do manually. For what we're spending, this is really frustrating. Finally, please stop printing SSNs at the top of every page of worksheets!!!
Pros: Easy to prepare
Value
3
Response from HRBlockBy Eva, Social Media Team, March 25, 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.
Works as advertised. Some screens ask for information that it doesn't explain well. I had to rely on some IRS publications this year more than any time in the past using this program.
Pros: Fast
Cons: Hard to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 25, 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.