This is the third or fourth year I have used H&R Block software and am generally happy with the product. What I found confusing in my 2024 return vs. my 2023 return was the prompt to verfy all my stock purchase/sale options after downloading my 1099s from my Schwab account. Your softwared did not inform me that these verfications were recommended but not required. I DID find that out after I had laboriously processed 88 of them. It added 3 hours to the process. IRS has accepted my return as filed.
Pros: Easy to import documents
Cons: Time consuming
Value
4
Response from HRBlockBy Kira, Social Media Team, February 19, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
I have used Turbo Tax for many years previously, but decided to try H&R Block software this year to see how they compare. The one negative feature I have with both is the extra cost of e-filing the State Return. I feel that both programs should include one State e-file without extra cost. Both programs made it very difficult to separately file Federal Returns as e-file, and paper-file the State Return. This process should be much simpler.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, February 19, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
8962 and 1095a were extremely painful an non-intuitive.
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Eva, Social Media Team, February 22, 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.