The advertisement I received said investment features were included However when I input MLP data this software doesn’t support those and I had to research on my own where some items belong The software was good for other tax details but I was disappointed because I specifically bought it for help in investing calculations
Software could not handle a lot of basic stuff like our PIN to IRS efficiently
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, June 14, 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 buy the program in advance and start working on taxes in late October. Regular income, Social Security, Farm Income, Horse racing income and also Ref income. Re=populating fields from previous year is great. Missing income or expense is easy to correct,
Pros: Easy to prepare, Easy to import documents, Fast
As a fairly new retiree the software handled my Roth conversions and taxable social security. I would like to see easier instructions on Roth conversions.
I've been generally happy with our product, but earlier this year I had to do a 2022 1040X (amended return) and your software didn't allow me to file it electronically - even though the IRS website clearly allowed for doing so. Very disappointing as I know your competitor (Turbo Tax) provided that capabillity. That is the reason for 4 stars versus 5 stars.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I used H&R Premium 2023 software for my taxes. It was easy as usual and pulled in all of my information from last year. I wasn't able to import my W-9, but everything else came in seamlessly. It assessed my audit risk, maximized my deductions, and my refund. The questions were clear and the additional information was helpful.
I bought this because I have a special tax situation that this software covers. I have used this software for the past seven years and am very satisfied with how it works.