I purchased the product, online, and was quite satisfied.. There was some uncertainty in completing the information with a Form K-1.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 17, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
I've been an H&R Block software customer for years. The software walks you through the tax preparation process step by step, making it easy to fill in all required information. The steps are thorough, so that no required information is left out. The "Help" tabs and links throughout the program allow numerous informational tips explaining each step.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Joy, Social Media Department, March 17, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
I would give 3.5 stars if it was an option. I like the product and have used it for years, as a self-employed sole proprietor. It is well organized and walks you through the steps easily. I have two issues with it. One is that, from the moment you enter your earnings (one of the first steps), it begins prominently displaying the amount you owe in taxes. It's a huge and scary amount, because your deductions, exemptions, and adjustments haven't been calculated yet. So you have this ominous number glaring at you for the next several hours, until it gradually reduces. Psychologically, this makes the whole experience unpleasant. There should be a way to choose not to have that number constantly displayed. My other issue is that it doesn't do a good job letting you know the medical insurance premiums a self-employed person can claim. For several years, I did not realize you can claim your Medicare and Medicare supplement premiums, for you and your spouse, as long as you are making a profit through your self-employment. Also, the program should clarify, for the self-employed, the benefits of claiming your insurance premiums as an adjustment to income as opposed to a deduction. I have lost a lot of money over several years because of the lack of clarity around this issue.
Pros: Easy to prepare, Easy to import documents, Fast
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Joy, Social Media Department, March 17, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to see you again soon!
Poor E-file for 1st-time Married filing separately
on March 17, 2025
Posted by: Spaceface
Verified Purchase:Yes
HR Premium - did not handle the Federal E-filing of a transitional change from previous years of Married-filing-jointly to Married-filing-separately. When e-filing my wife's return, the program claimed it would use $0 for the previous year's AGI so the IRS would accept her return for this year. The IRS rejected the submission because of no prior-year AGI and no prior year PIN, despite HR Block's claim to use $0 for her AGI. Therefore, I had to print and file on paper.
Response from HRBlockBy Joy, Social Media Department, March 17, 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.
I thought it was mostly easy to use. Was a little confusing to find the correct form and not worksheet when I needed to double check figures but overall pretty good.
Response from HRBlockBy Joy, Social Media Department, March 17, 2025
Hi, thank you for leaving a rating for us! We're happy to see that you had a fantastic experience. Your high rating reflects the quality of service we aim to provide. We appreciate your business and hope to see you again next tax season!