I have used your software program (Premium) for a number of years and have been generally happy with it. However, this time around I encountered difficulties importing broker information and even your "live" help could not resolve the issue. Another thing I encountered was that based on last year's input, your current program failed to remind me of "missing" input, i. e. Long Term Care insurance.
Response from HRBlockBy Eva, Social Media Team, March 12, 2025
Thank you for taking time to provide a rating! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.
Unable to connect/link my E*Trade account. Unacceptable as it is a major pain if it wasn’t for the grouping of my sales of stocks/ETFs.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Joy, Social Media Department, March 13, 2025
Hi, thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
It would be nice if the software can handle 1099k and 1099nec double income, so that only count the income once. Many Freelancers has this double count issue.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
5
Response from HRBlockBy Eva, Social Media Team, March 12, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Overall good tax program but there are some challenges to some of the special deductions. H&R program fail to recognize contribution to 401k and 457 together. It doesn’t even treat 457 as non-deductible addition to some of the states such as NJ. One has to know such tax quarks else they can easily make mistake.
Pros: Easy to prepare, Easy to import documents, Fast
Cons: Doesn't maximize refund
Value
5
Response from HRBlockBy Eva, Social Media Team, March 12, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.