The federal version is fine, but I will never buy the state software again. If I would have known, that my state was going to charge me to e-file, I never would have purchased it. The forms produced in the state version were also confusing because it split up the Schedule B forms even though we were filing jointly.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, May 9, 2025
Thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
Over-priced PA state return submission. Some ambiguity when referring to "you/your", leading to confusion as to the preparer, the spouse, or both. The handling of state tax exempt interest from mutual funds and ETFs is poor.
Response from HRBlockBy Andrea, Social Media Team, May 9, 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.
The product is mostly excellent. However, I have one peeve. After my Fidelity download, I am required to review each of about 100 or so stock sales. Do you think I know better than Fidelity? If this review process is required, it should at least be easier to carry out. Upon completing each item, I am thrown back to a page that requires re-navigating (several steps) to get to the next item. It should be much easier. The person who programmed how this is done should be hung upside down by their big toes until they get the message.
Cons: Hard to prepare
I would recommend this to a friend!
Value
2
Response from HRBlockBy Andrea, Social Media Team, May 9, 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.
It wasn't clear how to compare different filing strategies to see if filing jointly or individually would be better. Could you incorporate AI to give suggestions on ways to lower taxes?
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, May 9, 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.