I had an offer for a discount but I could not figure out how to apply it so I did not use it. The discount should be easier to apply.
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
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.
There are several bugs which caused me problems. It seemed to suddenly and randomly lose some information, like my SEP IRA deduction and charitable contributions. When I tried to file, it wouldn't allow me to do so until I fixed four "issues" which were the dates that foreign tax was paid in foreign currency, even though I had indicated that I had not paid any foreign tax in foreign currency. When I tried entering dates, it complained that the date format was invalid. I searched online and found a reddit post in which someone said that the workaround for this bug was to enter "1099 taxes" as the "date", which I then did.
Also, to calculate income from US Govt securities in mutual funds for state taxes, the software stated that each fund in the account would have to entered as if it were from a separate 1099-DIV. This would have added about an hour of work for me, so I had to bypass the state calculation and do it manually.
Pros: Easy to import documents
Cons: Time consuming
Response from HRBlockBy Tra, Social Media Department, April 11, 2025
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Minor glitches that never get fixed, otherwise goo
on April 10, 2025
Posted by: Bobzzzz
from Colo
Verified Purchase:Yes
Good and fairly easy to use. Don't like that state filing costs extra after paying extra for state calculations. Printing doesn't start each form on odd page when using double sided printing. No way to indicate spouse is foreign and doesn't have ssn, since program marks this as an unrecoverable error. Should be able to enter "NA". Program always doesn't like that deceased ssn is left blank even when the person isn't deceased. Otherwise I use it every year.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Team, April 10, 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 was not pleased that the software couldn't handle a donation to a 529 plan. The form 709 forms required for my wife and I for Gift Tax exclusion had to be completed by Block Advisors, at an expense equal to 5 years of software. I may have to shop for another software program next year as we plan on making a similar contribution to a second grandchild.
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Asiya, Social Media Department, April 12, 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.
In previous years, this program has worked very well. However, this year, many of my short term gains were imported into my long term gains category which made it very complicated and messy to try to verify. They were actually reported correctly, but just appeared under the wrong category. When I called and asked about this, they said someone would call me to review my complaint. This has never occurred.
Pros: Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Tra, Social Media Department, April 10, 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.
This program is very easy and takes you through your tax return format - step by step
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Corrina, Social Media Team, April 12, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock
Customer Rating
3
Not as helpful as previous editions.
on April 10, 2025
Posted by: BuckyFaharquahardt
from Jacksonville, Arkansas
I've used this H&R Block Deluxe Federal and State software for more than a decade. This year, I had several instances that disappointed me significantly. The software simply didn't point me in the direction I needed. Also, one thing that I was looking for was some kind of reference to items pertaining to my USAF retirement income (which supposedly is not taxed in Arkansas).
Pros: Maximizes refund
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 10, 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.