H&RB worked very well for the federal return, however the part of the CA state return software that dealt with adjustments to the CA return for capital gains/losses did not work correctly. On reading the CA 540 instructions, I understood it that CA does not recognize short and long term capital losses, therefore adjustments from the fed capital gains losses was necessary. According to the H&RB CA state instructions I transferred the fed info into the software and worked thru the panels. The H&RB software inflated the cost basis (based on ??) resulting in a 60,000 loss. NO WAY! I REVERSED the whole thing and went with no adjustments to capital gains. I was doing this the weekend of 4/11 and could not mess with this any longer. I had to file. I had wash sale losses on the fed return that I could not deduct on this years fed return. Either your software is not sufficient for my situation or the CA instructions were not programmed correctly in your CA stat software..
Pros: Easy to prepare
Cons: Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
The software did what was expected. However, whenever I needed to look up certain "how to" items I found the help function wanting. For example, I spent nearly ten minutes searching for estimated tax payments using Form 1040-ES that creates stubs to be sent in with quarterly payments. After finding nothing, I gave up and googled this and found the Federal EFTPS tool. In the past, Turbotax would create the stubs for me which made things easy. H&R Block Filing software is not quite as good.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I have been using H&R Block tax software for at least 15 years. Each year, the software gets more user friendly. There are explanations and suggestions about each question.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
Always used TurboTax and bought this version and everything transferred over smoothly.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
I found this year’s program less user friendly. It was harder to view how portions related to the whole return. This was especially true for the automatic download from my brokerage. The program jumped to the final without worksheets or clearly stating what was done.
Pros: Fast
Cons: Hard to prepare
Value
3
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I bought this thinking it was like Turbotax. But after finishing the state tax (Michigan) I discovered it did not include city taxes, which I definitely needed for Battle Creek taxes. So I will not be buying again, as I still have to go get the other because non-resident city taxes are complicated!
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
Easy to use. I appreciate being able to bring in prior year information
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
I like using it since I can take my time and do it slowly.
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!