I've used H&R Block software for the last 4 years after previously using Turbo Tax. I like the ease of use and the prompting of questions that help ensure I'm completing my relatively easy return accurately. Carrying forward prior year's returns reduces time and makes this process a bit easier as well. Electronic filing is also easy and seamless.
So, why not 5 stars? Every time I open a prior year's return, it goes through the "checking for updates" process and whether or not there are any, it forces me to "save a copy of return". If you click no, meaning at least to me, that I don't want a new copy but rather just retain my originally completed return, it will delete that previous and possibly your only copy. This just doesn't make sense. If you prefer to keep copies electronically and don't download PDF versions, you can somewhat easily delete your only copy of a previous return. This happened to me once before and perhaps they have fixed it, but I simply want to retain my previous copy with the original saved date, not a new one any time I look at an older return.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Works great—easy to use. I’ve used this software for years.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hello, thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
I found the software to be confusing and hard to understand
Pros: Easy to import documents
Cons: Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Andrea, Social Media Team, April 18, 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.
I purchase product every year and was happy with it. This year there were forms I needed that was not available, deduction section wouldn’t load many items, and for filing the title instructions page where to mail state taxes was wrong causing my taxes to be returned by the post office.
Cons: Hard to prepare
Value
2
Response from HRBlockBy Eva, Social Media Team, April 17, 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 general it's good. It is however clumsy for investments in CDOs and other investments with OID, and Market discount. In particular the adjustment for MD is enter as a negative, but an OID Bond with MD is entered as a positive. You do not find the out until you e-file. A few additional instructions please!
Pros: Easy to prepare, Easy to import documents
Cons: Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Joy, Social Media Department, April 17, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
There are aspects of the functionality and reporting I find difficult to understand. Being able to after-the-fact print the local tax form, the CLG... - took me a good 15 minutes to figure out how to locate and subsequently print, because it is not listed as a "form". Why?
Response from HRBlockBy Joy, Social Media Department, April 17, 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.
Best features: copy from prior year, audit before file, filing for ext and transition from ext to final filing.
I would like to have the explanations continue to grow, perhaps add links to specific irs.gov documentation for further detail on some topics.
Would like to see if MacOS version has improved since last time I tried it in 2010.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hello, thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!