Customer Reviews for H&R Block - Tax Software Deluxe + State 2024 - Windows, Mac OS
Customer Rating
4
Excellent except for two things
on March 27, 2017
Posted by: Steve_K2
from San Antonio, TX, United States
Marital status:Married
Not the first time I've used H&R Block. Fine program, but wish these two things were changed: 1. We are asked a) how much in total we have in our IRAs, and b) our basis in the IRAs.
I estimated both the total and the basis. The exact total could have been calculated, but the basis, not a chance.
I didn't think too much of the questions, so came up with SWAGs: $150K and $100K. What a surprise to see these numbers show up on a form 8606 and more, be reflected on the 1040 as an additional $31,273 of taxable income.
I still don't understand why what I have in my IRAs should increase my taxable income. The funds in the IRAs remain invested; why are they considered income?
The tax program never, to the best of my memory, mentioned the importance of these two questions, nor the impact the answers would have on my tax return.
2. This is a minor point, but in the instruction page we get after completing our return, we are not told when to send in our payment if we owe taxes. Is it after we are informed our efile return was accepted? That's what I concluded today after three weeks of not hearing from the IRS. I recommend it be spelled out for those of us who use efile.
Otherwise, a fine program for an average taxpayer.
No, I would not recommend this to a friend.
Value
4
Written by a customer while visiting HRBlock
Customer Rating
3
Incorrect tax penalty calculation
on March 27, 2017
Posted by: cgeg
Form 2210 program considers Estimated Tax payments as late when payment date entered is later than the 15th of month due, even though IRS deadline is later due to tax holiday and/or weekend date.
Written by a customer while visiting HRBlock
Customer Rating
4
Easy To Use!
on March 27, 2017
Posted by: dandyrandycat
from Denver, CO, United States
Marital status:Married
Very thorough and self explanatory. No problems! Easy to use.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Maximizes refund, Easy to import, Fast
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
2
Just finished and cannot confirm idenity required
on March 27, 2017
Posted by: imbh 23
from Saint Petersburg, FL 33731, United States
Marital status:Married
Like program except: Difficult to search for needed information Cannot c/p items I want to print At finish difficult to find and print records I want--not what H&R thinks I want? My Block -confirm my identity does not work--data entered is correct!! therefore cannot gain access to my past tax records, making "MY Block" useless!!
Cons: Time consuming, Hard to fix issues
No, I would not recommend this to a friend.
Value
4
Written by a customer while visiting HRBlock
Customer Rating
1
nothing but trouble with the software
on March 27, 2017
Posted by: Katamarran
from Pleasant Hill, MO
Marital status:Married
This is the fourth year I have purchased your software. every year I have to get help to get the software installed. This year I had to call to get it installed again and once it was installed I did two family members returns and had no problems. Then I did my own and I cannot get it filed because it wants to update and it won't update. I spent a whole evening in the chat room and still didn't get it fixed. I am going to have to mail in my returns. This program is useless this year for me.
Cons: Hard to fix issues, Hard to install, Hard to import
Pros: Easy to prepare, Maximizes refund
No, I would not recommend this to a friend.
Value
2
Written by a customer while visiting HRBlock
Customer Rating
5
Taxes made easier
on March 28, 2017
Posted by: Broom
from Texas
Marital status:Married
This software has saved me money in many ways and I love that it will import information from my financial institution plus information from my return last years return. Taxes will never be easy I don't think but this definitely makes it easier. Thanks!
Cons: Hard to fix issues
Pros: Easy to install, Maximizes refund, Easy to import
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
5
Intuititive and easy to use tax software
on March 28, 2017
Posted by: BRAY244
from Lake Wylie, SC, United States
Marital status:Married
This is the 3rd year I have used HRB tax software (Deluxe); it continues to perform beyond my expectations. I abandoned Turbo Tax after 12 years as Intuit kept removing features from TTax Deluxe forcing buyers to move / upgrade to Premier. This is top shelf tax software.
Pros: Easy to install, Easy to prepare, Easy to import
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
1
CARP REFUND
on March 28, 2017
Posted by: DAN V
from Kenosha, WI, United States
WAS SENT TO ME...TOO BAD I OPENED IT - HAVE WASTED HOURS OF MY LIFE