I've been using this tax program for a few years now. Once you learn how to navigate your way through the program, it gets easier. I'd recommend this over turbo tax. Just my personal opinion and my recommendation. A little pricey, but what isn't these days. All in all at least with this program you get what you pay for.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Social Media Department, May 22, 2024
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
The late updates to the software made doing my taxes very frustrating.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy H&R Block Social Media Department, May 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.
I have been using this software for years, and have 2 main issues: 1. Schedule D: I do a lot of trading, including selling naked puts. The software does a good job importing data from my broker, however, it is not programed to “understand” sales that happen before purchase, as is the norm in short selling and put writing, so I am forced to confirm each of those trades manually, since the software flags them as errors. The software accepts expired options (labelled X), so it is not a stretch to allow for naked puts and shorts. 2. Form 8938: I am an expat, I report my foreign bank accounts on form 8938, and the software has now (not last year!) a limit on the number of foreign accounts accepted in e-filing. This is weird. Also, you may need to review the output here: the number of additional sheets is not provided automatically, and, if I have, say, 6 bank accounts, I get 5 additional statements, each with page 1 and page 2, while p 1 is supposed to be a cover for all, and page(s) 2 the additional sheets for each account. This is also not automated, and confusing. Overall, I like the software, since I’ve been using it for so long. I wish the above issues are taken in account in future versions. Keep up the good work!
I was helping my son using the downloable program and e-filing didn't work on Tax day. I tried to e-file on 4/14 Sunday all night until midnight and tried again 4/15 Monday morning but still wouldn't work. I had to print everything last minute and filed paper returns for both Federal and State tax returns.
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.
What good is a product if I can't Efile at the deadline.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
5
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.