No support in making changes so that Charles Schwb
on April 27, 2024
Posted by: laymangc
from Apex, NC
Verified Purchase:Yes
I have been using the Premium Software for about 15 years and have not had any import problems. It would not import Charles Schwab investment information. Schwab told me it was your problem and I contacted your office several times and never got any support. As a result I had to enter loads of stock transactions manually. I was able to import Edward Jones and TD Ameritrade with no problem
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 29, 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.
Completed my 2023 return, it was accepted, and I received my refund after about three weeks. Same happened for 2022, but for 2021 and 2000 it took months before IRS sent me a form letter listing possible problems with my return but were not specific or helpful in any way, just confusing. Both of those years they reduced the amount of my refund and I never understood why. I need to be able to feel assured that I'm doing everything right before filing, but I don't get that feeling. My Dad had similar issues in 2021 and 2020, and he was an accountant. Filing the simple 1040 before computers and tax software was the good old days....
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 29, 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.
I have used HRB for yrs. This yr was very disappointing. I could not file electronically and HRB could not tell me why after 2 1/2 days on the phone with 1st and 2nd level support. Had same items as previous yrs. Will seriously consider other tax software.
Pros: Maximizes refund
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 29, 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.
I prepared my taxes with another software and wasn’t comfortable with the results. I purchased this software and was able to quickly complete my taxes, verify the results and improve my results.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 2, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I am happy overall but find it very frustrating when you want to change a value on a return the hoops you need to jump through to do this. Also, to be able to find where a value was intially entered can be a challenge as well. I think i have spent more time on this aspect of completing a return. Maybe it is my experience with the software, albeit i have been using for 15+ years. I do understand it is built for the general consumer and not the tax professional, I don't want to pay the price that they charge for the professional software.
The software does what it should. It is easy to navigte. The prompts take yo through the flow of a tax return and you are able to go directly to a specific form if you like.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, May 2, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!