Customer Reviews for H&R Block - Tax Software Deluxe 2024 - Windows, Mac OS
Customer Rating
1
Charged me twice for State download.
on February 27, 2018
Posted by: Charged twice
from Wisconsin, USA
Stated I could save money by purchasing state download with product purchase, so I did. Then was charged full price for state again. Q and A section said I would be refunded the extra $21.05 within 10 working days, that did not happen. Time to notify the BBB I guess.
While I thought that the Federal return portion of the package was adequate, I was really very disappointed in the CA state tax program, that I had to pay a lot of money for in terms of the extra program, and also for efiling the CA state return. I was disappointed when the interview process on CA AMT and other adjustments basically said, "Go read this IRS publication", and figure it out yourself. WHAT DID I JUST PAY H&R Block to do. Completely unacceptable approach, at too high a cost, with too high an efile charge. Next year I am buying the competing product. Plus, even on "gimme" stuff, it made errors. It flagged as an error that a W2 (from a state institution) had no state tax withholding. It was not an error, nor did the program provide a way to mark that issue as "handled" once I had to check it once. Just frankly annoying.
Cons: Time consuming, Doesn't maximize refund, Hard to fix issues
There is a glitch in the software that does not let you make more than one adjustments to interest income. For example, if you have bond premiums (reported in the 1099-INT (Box 11)) and accrued interest you can only claim one adjustment and not both. Now I'm going to have file an amended return because of this.
Pros: Easy to install, Easy to prepare, Easy to import
I've used Block tax software for many years with generally satisfactory results. Not this year though, when I really needed clarity and accuracy to cover a major merger-related capital gain I expected to be mostly covered by carry-forward tax losses. Some of these carry forward losses had been used in prior year filings without problems. On several occasions this tax year I spent an inordinate amount of time searching and/or attempting to correct data inputs or searching for minor check boxes not checked. Sure didn't appreciate Block prefilling a data box incorrectly resulting in an IRS efile rejection. My MA filing, always a bit inscrutable, could sure use some background factoids to better explain what the numbers mean and how derived. In summary H & R seems less intuitive than it used to be. I'm not sure I will use this software next year.
I was unimpressed with the fact that H&R Block did not have the forms ready to submit almost a month ago. For IE: additional child tax credit forms. Why weren't they ready. I couldve gotten my refund checks 2 weeks ago.
Pros: Easy to install, Maximizes refund
Cons: Time consuming, Hard to fix issues, Hard to prepare
You sent me the CD in the mail, when tax time came around I loaded it to my pc, my wife threw the package away.....when I went to file with the free E-file I called and received a new code. Entered it twice and both times it was rejected......ended paying to file !!
Pros: Easy to install, Easy to prepare, Maximizes refund, Easy to import, Fast