Your software asked me to wait 3 different times for updates to use the EV equipment tax credit form, BUT, in the end (3 months later), you could not provide that form and suggested I print and uae IRS form and file manually.
Difficult to correlate data entry with the actual tax return. Handling of rent/royalty income is barely functional. If you don't pay (a lot) more for E-filing the state return, the program doesn't print all the needed forms; even the ones that already exist in the Federal return. I've used the program for years, largely because it's basically 'the only game in town' and I got locked into it when I started doing my own taxes, but it's been an exercise in frustration every year.
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy H&R Block Social Media Department, May 22, 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 was unable to enter 1099's for non employee compensation without using the Q&A format and not entering directly into forms that would input directly into schedule C. This was very frustrating
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Some how Tax Year 2022 tax overpayment carried forward to tax year 2023 was deleted . System allowed me to electronically file & IRS acceped return. IRS found the error & wrote a letter to me.
We normally use Turbotax but it has gotten to be more expensive over the years so we decided to try HR Block. The software did not import our previous financial information and was a little confusing to use. I am retired and my wife still works, but the software mixed up the W-2’s. There was also no explanation for some of the information required so I was not clear if the software was “guiding” us in the correct direction. We will go to a human tax preparer to double check the results for accuracy. I would say that they need to make the program more user friendly.
Cons: Time consuming, Hard to prepare, Hard to import documents