I have trusted H&R tax software to help me prepare and file my Federal and State taxes for the last 20+ years. The format and instructions to enter data are very easy to follow. Knowing that there is a person in the background that can help if I run into trouble is very comforting.
I really like the software, been using it for many years. I tried some of the more expensive options and they weren't better. I have the auto- renew and I like it, Every year around Nov. I get an email with a link to download my software and than every time that I use it I get a reminder to check for updates. It's great and it's reasonable.
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
4
Step by step guidance
on April 3, 2023
Posted by: TandC4651
from Suffolk, VA
I've been using H&R Block software for several years. Overall it is an easy way to file taxes, however, the ongoing conflict between federal and state software prevents me from being able to file state taxes electronically. Listed as the spouse on the return, my educator credits get attributed to the other person on my return when the software loads federal info over to the state program. This requires a manual override, which prevents e-file for state. This issue has been reported many times and is still not fixed. The accuracy review is helpful, but sometimes going to double-check an item on accuracy review is difficult. It does not step you through the form the same as it does when initially entering information, and toggling between that screen and the 'take me to' feature is not easy when you're a visual person who needs to see side-by-side to be sure it is the right item being looked at. The software does not allow for multiple windows to be open to do that comparison. Maybe make the accuracy review take the user to the step-by-step screen on the form? That would make this feature more user-friendly. Even with those TWO issues, of the tax software available, if you have itemized, business, or property owner information to claim on your taxes, this is the best of the programs I have tried.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast