But every year it seems to get more difficult to use. It's hard for me to locate the exemptions. And trying to use the help feature isn't much help. I used to like it a lot, but at 72 I just don't feel like wrestling with it any more.
The H&R Block Deluxe Software has built in many unique contingencies for those who serve in ministry. There are many unique tax situations for ministers and I am very thankful for this software!
In the past I didn't pay penalties for occasional withdrawal. It was in the program. This year I thought it was done the same way but just got a bill from the IRS for more than $200 in penalties. Looking for a new program for 2024 taxes.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, June 14, 2024
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.
I've been using H&R Block Deluxe Software for several years now. This year seemed to be the most difficult to get through. Why in the heck do you need to make it more difficult? It is stressful enough! If it is difficult next time, I may switch.
The software organized my data, prepared all the needed supporting forms, and allowed electronic submission and electronic input of investment data from my broker (Schwab). I had to manually input some investment data (bond amortization & discount) which did not flow smoothly into the state return. The on-line support was good and I talked to real people (good). The remedy to my investment issue required more manual interaction and override for the state form than was ideal. The on-line support agreed that the software would need to be fixed in order to resolve my issue but ultimately agreed that in the time frame we had, that the manual resolution I came up with was the best course of action. It was a little tricky to find the right place to add my state estimated tax payments (inside the itemized deduction interview) and avoid the underpayment penalty when I was getting a refund (yes, the baffling conclusion was that I had both UNDERPAID my state tax and was getting a REFUND!)
I have been using the same software (update version each year) for a number of years and it is great...easy to use, stores a lot of the previous year's info which makes the process quicker and maximizes my refund
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast