This year there wasn't a final checklist for the Federal Tax, which is why I gave it 4 stars instead of 5. I depend on the checklist to guide me in arranging the materials for mailing after I have e-filed, and to tell me which IRS office to send them to. This is the 4th year I have used the H & R Block software and there has always had been a checklist. I couldn't locate one and was not successful using the chat service. However, after e-filing my Minnesota Tax there was a checklist advising me how to arrange the materials and where to mail them. It was confusing why there wasn't one for the Federal tax portion. Other than the above issue, I find your program very easy to follow and I like it. The Minnesota portion was improved this year because it included the Homestead Credit Refund form inside the Minnesota Tax form, which made it easy and much simpler to file for the Homestead Credit refund.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 21, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I've been using H&R software for some time now and overall very pleased with it. I did however run into a problem this year with the State software where it did not ask me about specific tax credits. I could not find it in the help section. I had to go to other outside sources to find the answer. And although I was able to insert my tax credit info directly into the "form" for my state via the H&R software I was disappointed that it wasn't in the interview process or help section.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 21, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I am very happy with the interview process. There should be a find a form search box. Also importing data is not as easy as it was in TurboTax.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 21, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I have a standing subscription for this software and would use nothing else. I like the fact that I get an annual download link sent to me each by email.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 21, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
I appreciate the ability to purchase a desktop version that has all the schedules I need, rather than be pushed into an online version with no clear indication of whether it will suit my needs unless and until I dive into it.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 21, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!