Product gets the basics done however it should be able to use AI and ingest data for Wells Fargo to handle investments and loss deferrals.
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Corrina, Social Media Team, May 7, 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.
We've already received our refunds this year. We had different events this past year and the program was versatile enough to take care of my diverse needs.
Pros: Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The H&R tax software kept telling me to verify the amounts listed on a Form 1099-DIV from Fidelity Investments. Neither the transaction dates nor the dollar amounts matched my records, but what was I to do? It is the middle of the night. Am I to wait until the next day to argue Fidelity Investments? Who am I to argue with -- Fidelity Investments, FIDELITY BROKERAGE SERVICES LLC, or NATIONAL FINANCIAL SERVICES, LLC. How to get in touch with them? No telephone numbers. Then on the alerts the tax software objected again. None of it really mattered -- all of the dollar amounts were in 2 or 3 digits.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Corrina, Social Media Team, May 7, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The last 2 years I had penalties due to program errors. I am waiting to get this year's results.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, May 7, 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.