I have been using H&R Block software for a number of years now. Though I like the questionnaire overall, some areas such as IRA / Roth IRS section could be more explicit. I used a wrong basis for 2022 federal tax return and ended up overpaying $420. It does not appear to be straight forward to amend my 2022 tax return.
When I tried to submit my taxes I kept getting error saying server would not connect.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 23, 2024
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
We've been using H&R Block Premium for many years. Sometimes there are small niggles when it forces you down a path that does not pertain to your situation (e.g. minimum IRA distributions), but that is a minor challenge. My only hope is that they continue to offer the desktop program going forward. I prefer to keep my information local until it's time to submit. It has been a great experience using this for many years.
It's not always clear what data goes where. After doing this year's taxes, I realized I missed something in last year's taxes. It took so many hours to complete that I am not going to re-do and hope that I get a little more refund. It's simply not worth the time & effort.
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
3
Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800- 472-5625 at your earliest convenience.