I am a long time user of tax cut. This year's version has a bug. It does not allow e-filling federal when there are more than 5 Form8938s. Last year it allowed it.
Also the questionnaire does not lead into form 8938 when it should. Why?
Pros: Easy to import documents
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Why would your program not ask if the K1 schedule was for for a stock held in an IRA
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
I had the wrong IP PIN # and had to resubmit my state and federal several times and was charged for each time. The transaction was on the 4-7-2025 and it is the 11th and the multiple charges are still there.
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
The software works well for everything I needed except for one important flaw, and one important for some filers. The important flaw is that it fails to implement correct planning for estimated tax. At the beginning it states that this part of the software is a work in progress, but this is on 1 April, with very little time left. The very significant problem with the 1040-ES computation is that the interview, and, apparently, the full form do not treat the various strategies for computing the estimated tax. There doesn't seem to be a way to implement the safe harbor strategy (110% of last year's tax), so I ended up doing it with the IRS forms, manually.
The potentially important flaw is that it utterly fails to handle publicly traded partnerships. It seems to put numbers in the correct places, but only if you figure out when they need to go on your own.
Pros: Easy to prepare
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, April 11, 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.
The electronic filing fees for state taxes seem excessive, and should be clearly desired as part of the real product cost, rather than disclosed only when going to upload the state filing
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 11, 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.
Works well for simple personal and business transactions, however it is lacking in providing clear explanations for many accounting terms.
Cons: Hard to prepare
Value
3
Response from HRBlockBy Sean, Social Media Team, April 11, 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.
The product is good and easy to use. The price/vale is just OK. Should noy have to pay the filing fee for state returns with the Deluxe version
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 11, 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.
I had a new HVAC unit installed that was eligible for $2600 on the Federal side and the software kept indicating an error but would not tell me why or how to correct it so I had to remove it (I can't remember the form - maybe 5815?) - thus losing the $2,600 refund.
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.