Very good for entering income; for deductions . . . it leaves a lot to be desired. I KNOW that I do not have enough deductions to itemize them, and yet, you require me to go through them any way. Then, voilà, you tell me that the standard deduction is best for me. I recommend it, but with reservations.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would 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
It is straightforward to use, even more so after the first year of use. All your information is entered for you. All you have to do is plug in the numbers.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Software worked great, as always. But, this was my last year of working for wages and I also wanted to use the software to game out future tax implications of converting tax-sheltered funds to after-tax accounts to enjoy lowest tax rate while calculating maximum conversion figure. The planning feature only asked for W-2 information which is not relevant. I felt the planning feature should be more flexible regarding future income sources. If I’m wrong about the software’s capabilities and just didn’t use the right method, then please contact me to show me the way. I still need the help.