Customer reviews from HRBlock
H&R Block - Tax Software Deluxe + State 2024 - Windows, Mac OS
Average customer rating
4.4
(130,378 Reviews)
Rating breakdown 130,378 reviews
5 Stars
86,913
4 Stars
24,023
3 Stars
8,404
2 Stars
4,444
1 Star
6,594
85%of customers recommend this product.
(
41,658 out of
48,887)
Customer Reviews for H&R Block - Tax Software Deluxe + State 2024 - Windows, Mac OS
Posted by: FrustratedUser2025
from Pennsylvania
Verified Purchase:Yes
The greatest value of this software is that it takes you through a process by which you are directed to enter the information that applies to you and it incorporates the forms you need. And it does this reasonably well. But a good portion of the process is really exasperating.
The importing of 1099-B forms is faulty, resulting in an incomplete import. The field in the software for the QUANTITY/CUSIP/SYMBOL is 32 characters long. On my 1099-B forms, the QUANTITY value had three decimal places (i.e., 23.000). The software added something like 12 zeros after every one of the QUANTITY values, making the entire string longer than 32 characters - meaning it wouldn't fit in the software field. The result? EVERY ONE of the SYMBOL values was truncated. You have to go into the list of transactions and correct EVERY LAST ONE by completing the truncated SYMBOL value. But you have to delete the extra zeros from the QUANTITY value first. So utterly exasperating.
Also, you don't find this out until you do the accuracy check! This problem needs to be corrected.
When you import the Federal information to the State return, the software does not import ownership of the 1099-B values. This despite the fact that on the Federal portion you enter the values by OWNER. Why this does not carry over to the State return is utterly inexplicable.
The accuracy check does not always identify what item needs to be corrected. This goes for imported forms as well as manually entered forms. I can't recall which form needed a random code (such as a state code - 1099-DIV, maybe?) which I found simply by checking every single value in the software to the form I had in hand. I found one blank field and entered the value from my own form. This corrected it, but if the software knew a value was missing, why couldn't it TELL ME which one????
The accuracy check leaves warnings even after you have accepted or authenticated the item being checked. The software oh-so-helpfully tells you that these warnings are just "reminders", and they may not need to be corrected. So why doesn't it indicate what your decision was is on the item being checked - so you can then choose to ignore the warning? You know, so you can move on in confidence.
The questions regarding the source of an inherited IRA do not include the right questions - such as whether it was inherited from a parent. So the conclusions reached by the algorithm are incorrect. It also incorrectly concludes that that IRA must have been inherited in the tax year in which you took a RMD. (This of course is not necessarily the case.) It also keeps telling me that I owe a penalty on "excess accumulation", even though the distribution I took was more than the RMD. And it keeps giving error messages after I verify the data! I think it is using RMD values to populate Form 5329 - which the IRS plainly states IS NOT REQUIRED if you meet the RMD rules (which I did).
At the end of the section for inherited IRAs, it tells you that you will need a statement regarding "estate tax paid," along with a statement on how it was calculated. But it doesn't tell you how this information is to used or where it needs to be entered.
The idiotic process of entering income from 1099-NECs does not tell you that you need to upload said 1099-NECs while you're in that section. It waits until you get all the way through to the point of finally submitting the package to the IRS and the State. Then it tells you that you need to upload "Income Summary Statements." At that point, I felt like smacking somebody. First of all, what is an "Income Summary Statement"? And why oh why doesn't it tell you which one(s)? It should tell you that you need to upload a 1099-NEC for each instance of income reported on one. I mean, if I've reported income from a W-2, tell me that I need to upload a W-2. Same for any other form from which I've reported income. It simply can't be that hard to do because the software is already keeping track of this information.
This is what I can recall off the top of my head. If a data-processing software program cannot properly process and manage the very data it's meant for, I consider it not fit for service. As I said before, it's helpful to guide you to, and to prepare, the forms you need. But in light of the need to correct so many faulty data imports and similar fields, I simply cannot recommend this software.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Abbie- Social Media, April 21, 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.
Written by a customer while visiting HRBlock
Posted by: Bobson
from North Carolina
Verified Purchase:Yes
I have used HR Block Deluxe for several years now. This year's version was more clumbersome, and less used friendly than prior years.
Value
3
Response from HRBlockBy Abbie- Social Media, April 21, 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.
Written by a customer while visiting HRBlock
Posted by: Tennis27
from Gastonia, NC
Verified Purchase:Yes
I have been using H&R Block Software for the past 15 years. Easy to use as I am comfortable with using the software.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, April 18, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to serve you again soon!
Written by a customer while visiting HRBlock
Posted by: Anonymous
from Orange County, California
Verified Purchase:Yes
I purchase the HR Block software every year! User friendly!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, April 21, 2025
Hi, thank you for taking the time to rate your experience with us! We're thrilled to see that you had a fantastic visit. Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
Written by a customer while visiting HRBlock
Posted by: Anonymous
from Monticello, MN
Verified Purchase:Yes
I have used H & R Block software for years an feel confident in the product.
Pros: Easy to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Asiya, Social Media Department, April 18, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
Written by a customer while visiting HRBlock
Posted by: Daved41
from Holmes, New York
Verified Purchase:Yes
Have used for many years, and has eliminated the small clerical errors I use to make when filing paper returns. However find little assistance with my NY return, and have difficulty answering some of the questions asked.
Pros: Easy to prepare
Cons: Time consuming
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Joy, Social Media Department, April 21, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock
Posted by: Anonymous
from Wake Forest NC
Verified Purchase:Yes
Have used the Federal plus State for years. So easy to use.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 18, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
Written by a customer while visiting HRBlock
Posted by: Anonymous
from Sharpsburg, GA
Verified Purchase:Yes
I have used the software for years. It is easy to use and guides you through the process. My taxes are fairly simple but it is easy to miss a step. The H&R Block program helps me avoid errors.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
3
Response from HRBlockBy Joy, Social Media Department, April 21, 2025
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
Written by a customer while visiting HRBlock