Customer Reviews for H&R Block - Tax Software Premium 2024 - Windows, Mac OS
Customer Rating
5
Great tax filing product
on March 28, 2017
Posted by: Chan1
from Chicago
Marital status:Married
Have been using H&R Block software for filing for past several years. Most convenient. We have a rental and the software has made it easy to file and keep track record of every year for the rental.
Pros: Easy to install, Easy to prepare, Maximizes refund, Fast
State refund came back less because depreciation for mileage needed to be added back into household income. Also, didn't notify me that Schedule needed to be deleted and filed on paper which held up return. Lastly, completed deleted one of our returns. Needed to do updated at filing stage and just deleted it. It was gone! Been using H&R for 14 years, Second year in a row with bugs, bugs bugs..No more.
On some forms the check at the end stated the box had to be left blank. On the IRS instructions it has to be filled. There were forms with nothing on them and I could not delete. I have used tax software - primarily this brand for over 20 years. There have been issues in the past, but this year the program seems to argue with itself too much. Wish I had gone with the other guys. I cannot even efile unless I wanted to make false statements. First time in a very long time I have had to paper file.
Cons: Time consuming, Hard to fix issues, Hard to prepare
Getting better every year but still not quite ther
on March 25, 2017
Posted by: Buzz9192
from Phoenix, AZ, United States
Marital status:Married
Every year it gets better with the explanations in the interview. However, it still leaves it up to the individual to find missing components (like pointing out all deduction opportunities and opportunity to purchase federal savings bonds with refunds) and it still has yet to incorporate all state tax extended forms (credits forms for example).
Stock trade information was not able to be loaded directly from all brokerage houses. Even when loaded, if hundreds (or more) trades had to be verified, the process was extremely time consuming and difficult to accomplish
Cons: Time consuming, Hard to prepare, Hard to import
A complicated year for us because we moved from one state to another. With the MD program the interview was confusing about what was "non-resident MD income" --tho the FAQ section was somewhat helpful I ended up getting the NC state forms and doing them by hand following their instructions--and then going back into the software to find out why it wasn't showing enough income for the non-MD residency when we still had income from MD. It was the question about the social security income that was to be deducted for MD. The program was going to deduct the MD portion TWICE on the non-resident form because of one of my interview answers that seemed correct given the question--what portion of the deductible (ss) income did you receive when you were a resident? When I changed the answer to indicate ALL of the year's ss income, the "long hand" (using MD directions from their website) and the H and R forms correlated. Whew. To have to leave the software and do the taxes the old fashioned way--and then return to the software to diagnose the disparity--makes me think I should ask for a refund of the state software program. We are not using the e-file because it won't work with the necessary overrides for computing the MD AGI ratio for the non-resident form --which the MD program told us we needed to do--but didn't instruct us how. Grateful for the software engineers who have brought these tax programs this far, but wishing I'd had a better experience with the MD program this year.
The software covered everything that I needed it to cover. The only flaw that I found was the software double-counted by real estate taxes. I entered them in for my wife's home office. I didn't know that I shouldn't enter them in for Schedule A until I reviewed my return. I had to go back in and remove the real estate taxes from the Schedule A itemized deduction section to get it to report accurately.