Have successfully used this software for several years and program has worked very well. However, the 2024 basic 1099-B data input was faulty. Please have your technical team determine why data Input fails at this point. The only work around was to complete each 1099- B form individually.
Pros: Easy to prepare, Fast
Value
2
Response from HRBlockBy Andrea, Social Media Team, April 18, 2025
Thank you for taking the time to provide feedback! We appreciate your feedback and would like to ensure your complete satisfaction. Please contact our support team at 1-800-472-5625 so we can address any concerns you may have.
I have used this program 19 years. It is accurate and intuitive.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
I waited till the last minute to file as always. With this software it was painless and I was done in a very short time. EFile worked perfectly and the whole process was smooth. Very pleased!
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
H&RB worked very well for the federal return, however the part of the CA state return software that dealt with adjustments to the CA return for capital gains/losses did not work correctly. On reading the CA 540 instructions, I understood it that CA does not recognize short and long term capital losses, therefore adjustments from the fed capital gains losses was necessary. According to the H&RB CA state instructions I transferred the fed info into the software and worked thru the panels. The H&RB software inflated the cost basis (based on ??) resulting in a 60,000 loss. NO WAY! I REVERSED the whole thing and went with no adjustments to capital gains. I was doing this the weekend of 4/11 and could not mess with this any longer. I had to file. I had wash sale losses on the fed return that I could not deduct on this years fed return. Either your software is not sufficient for my situation or the CA instructions were not programmed correctly in your CA stat software..
Pros: Easy to prepare
Cons: Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I had a problem with your program last year that caused me all types of headaches with my credit card agency including issuing new cards. Your code was designed to create pending charges on my acccount even if the transfer of the tax return failed. End users like myself will natually retry multiple times and that is what I did leaving many pending charges on my account i wanted removed. You offerred a 50% discount this year which I took advantage of and did not have any problems e-filing this year.
Pros: Easy to prepare, Easy to import documents, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, April 18, 2025
Thank you for taking the time to provide feedback! We appreciate your feedback and would like to ensure your complete satisfaction. Please contact our support team at 1-800-472-5625 so we can address any concerns you may have.
The software did what was expected. However, whenever I needed to look up certain "how to" items I found the help function wanting. For example, I spent nearly ten minutes searching for estimated tax payments using Form 1040-ES that creates stubs to be sent in with quarterly payments. After finding nothing, I gave up and googled this and found the Federal EFTPS tool. In the past, Turbotax would create the stubs for me which made things easy. H&R Block Filing software is not quite as good.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Amy, Social Media Team, April 18, 2025
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
I have been using H&R Block tax software for at least 15 years. Each year, the software gets more user friendly. There are explanations and suggestions about each question.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!
Always used TurboTax and bought this version and everything transferred over smoothly.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, April 18, 2025
Hi, thank you for taking the time to leave a review! We're delighted to hear that you had a positive experience with H&R Block. Your feedback is greatly appreciated, and we're thrilled that you enjoyed your visit. We look forward to welcoming you back soon!