I’ve used H&R Block software for several years and I mainly continue using it because I understand its quirks and limitations. Two issues stand out to me. 1) The 1099-R input form for Federal retirees is not complete - you can’t add all the info on the 1099-R - so I always have to find a work-around for that. 2) I have rental property and input screens for that are such that expenses can easily be double counted if you’re not careful. I recommend the software to people with fairly simple returns, but caution those with more complex finances.
My date to submit my taxes kept being pushed back for weeks at a time.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy H&R Block Social Media Department, May 16, 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.
Overall good software, but some of the help tips seemed to not work when preparing taxes. Also, there’s a bug with crypto transactions reported that requires you to manually change some checkboxes in the forms. And importing transactions from some brokerages isn’t possible.
Pros: Maximizes refund
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 16, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
I like that they promise to provide support after filing if necessary. I expected the software to be able to prepare my state tax return and for the second year I had to go online, download forms from the state and file manually.