This tax program is easy to follow and pretty good overall. The five free filings is great! There is an improvement that I would like to see, however. Many of us already know that we don't have enough deductions to file long form. For most Americans, with the exception of small business owners, that is going to be the case. Please make an option early on to file with standard deduction to save a person from going through all those questions and looking up information pertaining to long form to enter into the system, when they are not even going to qualify. You could have a button that says file using standard deduction and then give a box with info like you do on other topics in the program, that tell people that unless they make over whatever the standard deduction is at the time, or are small business owners that they will likely be standard deduction. For most people, they go through there and answer all those questions, dig out receipts and medical records and all kinds of stuff and it is all for nothing. I know now from using it so many times what to watch for and skip through those questions, but for people that are not aware, it is very frustrating and would be so simple to just give people the option to pick their filing choice right off the bat. Quick and easy. Just like picking single, married, head of household, quick and easy.
Response from HRBlockBy Kira, Social Media Team, April 2, 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!
This is quality software at a fair price which I have used for the past 6-7 years. It does a good job of accurately calculating personal income taxes. The shortcomings that prevent me from giving the software a higher ratings include: A few of the print functions do not provide an option to preview the document before sending the output to the printer. The decimal point used to determine the taxable portion of an IRA distribution on IRS Form 8606 is limited to 3 positions which can overstate the taxable portion of an IRA distribution when there is a non taxable basis in an IRA. Filing options interview does not make it clear when a return should be printed a saved to a PDF. The option preview a return before filing is there. The Filing interview does not make it clear that an option of save and print the actual efiled return will be available after the return is filed. This result in saving the return more times than s necessary. I have not found any tax software that is perfect.
Pros: Easy to prepare
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Kira, Social Media Team, April 2, 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 been using this app for since 2007, enjoying the ease of use and value it bring. But the 2024 version disappoint me for the lack of assess to Chase Bank with Morgan Stanley investment. I cannot link my investments accounts to the program. I try the Q&A and on line help, with no prevail. End up manually import the data. Will like better instructions to this problem in the future. PS My etrade account has no issue
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, April 2, 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!
Very pleased with the Software BUT: Only one thing that I would like you to add, is the "Adjusted AGI" to the Cover sheet of my taxes after printing... I have to calculate it but would really be nice for you guys to add it to the cover?
Pros: Easy to prepare, Easy to import documents
Value
5
Response from HRBlockBy Kira, Social Media Team, April 2, 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 like the interview process but the update download process could be better, more clear. The update page I checked said no Federal update but when I tried to e-file my return I was informed I had to update first. And there was an update to download. All ended well but confusing. The download and update process needs a refresh!
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, April 2, 2025
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
I’ve used H&R Block for several years, and it gets better every year. Easy to import previous data. Easy to access current data. Makes both print copy and PDF copy.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, April 2, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!