I have used this software for over 20 years. Three years ago, I retired. The first two years since I added the pension and SSA to the process, I had to PAY Federal income tax. I ensured that I had sufficient funds withheld so I was confused. Last year, when I added the SSA and the refund disappeared, I backed up. The refund reappeared even as I went forward. Basically, I think I paid thousands in Fed income tax for 2020 and 2021 because of this glitch I found. I don't think I will use HR Block software in the future.
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
2
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
Easy to use, asks the right questions and guides you through whatever is required. I did have a problem understanding when it told me some things needed to be addressed but wouldn’t let me address them.
I have used this the last 5 years and find it easy to use. After I filed my return I made a copy by saving it under a new name such as planning for next year. Then I can plug in the following Year’s income to project that year’s tax. This helps me decide if I should take any capital gains or convert IRA money into Roth IRA money.
I Have been using H&R Block software now for several years. It is easy to use, will copy from prior years to keystrokes etc. I will continue to use it.