I have used the software for eight years. It is never clear to me how to navigate the various tabs at the top and what happens if I want to go backward in the process flow. A nitpick was that I downloaded info directly through the Fidelity website when prompted for dividends. Then I downloaded from the same site for interest. What occurred is that both dividends and interest were added in twice. When things didn't make sense I went back and caught it. I chose not to see what happened in prior years but think the program should have realized it.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, May 30, 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've been using H&R Block's so-called Premium tax software to prepare and file my returns for as long as I can remember. It gets the job done and it's fairly flexible, but it needs to be more focused on a user-friendly experience. I like that it asks more questions about my taxes than even their seasons tax consultants in their office would do. And it's not hard to answer most of the questions and get things prepared. On the other hand, it only updates once a week, so if it needs to wait for tax laws to be updated, you may be waiting a while before you can file. And if you happen to use their Nebraska tax return product and live in Lincoln, a city of 300,000 people, good luck e-filing your state return.
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming
I would recommend this to a friend!
Value
2
Response from HRBlockBy Social Media Department, May 30, 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.
Been using this software for ten years with no issues from Federal, State or local. As I mentioned, it’s easy to work through, skip then come back to an item later, easy.
I always use H&R Block software for my taxes. But the 2023 software made me wait for software updates to finish my taxes. It was well into March before I could complete them. This may be caused by our government not getting them the information, but that was not communicated.