Awesome customer support. Very thorough reviewing my options
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
2
Simple Business Return Became Very Complicated
on September 8, 2021
Posted by: MJK3
from Eagan, MN
I was using the business program for a simple trust return that had nothing but simple interest for income. The software turned what should have been a simple exercise into a complex, convoluted exercise. I actually ended up going out on the internet and getting the forms I needed, filling them out manually, and submitting them in that manner.
Mostly Very Good, But K-1 Forms Are Poorly Handled
on September 17, 2021
Posted by: SpiesArmageddon
from Rockville, MD
Verified Purchase:Yes
A lot of the interview process is very effective, and it is wonderful to look at the Forms as they develop little by little. But the handling of K-1 forms (partnership report received each year) has not improved, over the years; The software is leaving it for me to add numbers directly onto forms - and the "overrides" required mean I cannot use e-filing. Today I mailed 85 pages (my federal tax filing) to the IRS in Utah. Not as good as it should be. K-1 is your big problem (in my experience for years now).
2020 Covid law hd provisions for tax law. One was for IRA & 401(k) loans. H&R didn't include in tax software so tax error (up) was HUGE if one took out loan & repaid it.
In spite of over 30 queries (on line & by phone) error remained beyond 15 April until early May (lucky H&R got 1 month extension to filing).
Fix was to OVERRIDE software and ignore warnings!
QUESTION: What other errors were missed?
Pros: Easy to prepare
Cons: Time consuming, Doesn't maximize refund, Hard to prepare