Customer Reviews for H&R Block Tax Software Premium 2024 - Windows, Mac OS [Digital]
Customer Rating
4
Problem for ME!
on February 9, 2021
Posted by: Diode
from Marstons Mills MA
Problem for ME!
During the “interview”. On “2020 Schedule HC”, in 4f, after entering “Medicare”, the ID and Subscriber # boxes are Gray (not allowing any entries.). THEN during the “Accuracy Review” it says I need to enter that information! I entered the Subscriber # BUT nowhere could I find an “ID” number for Medicare! I looked at my 2019 return and that area is BLANK and was filed electronically! Now the 2020 Accuracy Review says since I cannot clear that issue, I can not file the state electronically and must send in a paper return. So I went back and made the required adjustments and filed my Federal electronically. NOW the program will not let me go on to filing my State return until the Federal is accepted!! I have as of now, waited 23 hours and am still waiting so I can go on to file my State.
Pros: Easy to import documents
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
4
Good - but...
on February 9, 2021
Posted by: BobB2020
from Los Gatos, CA
I've used H&RB for years. Just an annoying caution this year 2020. Just before E-Filing I did the recommended print outs for my records. Fed was OK, but on the Cal State it printed out 4 PAGES 540 forms that said do DRAFT FORM - DO NOT FILE. I had been updating regularly. Why did it let me print these worthless forms - wasting paper and ink ??!!
Pros: Easy to prepare, Maximizes refund, Fast
Cons: Time consuming
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
3
Maneuvering around not so easy!!!
on February 9, 2021
Posted by: Stan W
from Henrico, Va.
It isn't easy to return to a particular item without going through a bunch of menus. For example: I could not get back to where you enter the stimulus payment information at all. You should be able to get to any one item with a click of the mouse. Also I could not enter more than one payer of interest income. Also I couldn't calculate my refund if I wanted to itemize & compare results with results from standard deduction.
Have used H&R block tax software for many years and starting a new return begins with an automatic import of previous year's return information. Makes inputting information very easy as the software uses previous year's info to base questions on personal data, income sources, deductions and filing. All along the way your tax refund or amount owed are shown on left top corner with each input to income and deductions. Great way to do your tax returns and reinforced in the end with audit risk analysis provided.
The software is very good, however, there is a problem with Fm1116, Foreign Tax Credits. According to the IRS instructions for the form, if you have more than 3 countries which you have paid tax to, you should attach a continuation sheet using the same format as the form. This software doesn't allow for that. The only way I can get more that 3 countries is to fudge it and use another category of income which is not technically correct. Other than that I am very pleased with the program
Great software. Intuitive and easy to use. Provides everything needed even for complex returns. I’ve been using it for 20 years and strongly recommend it.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
For over 8 years I have used H&R Block to do my taxes. Prior I had used TurboTax, but, ran into an issue which they refused to acknowledge (over an update). No such event has occurred with H&R Block. Filling out the forms, the auto check for alerts to the filing and acceptance of the filing has been seamless. I even receive 1 state filing form that integrates with the federal!
Pros: Easy to prepare, Easy to import documents, Fast
No assistance of any value. Agents were completely unavailable. I had to do the best I could w filling out my forms and submit it. I tried Email, chats, online bookings, and even had my mom call for me in CA because I am out of the country. No one helped me. I have used HRBlock for more than 20 years and I won’t use it again.