Easy to use and generally well instructed. Two of my issues needed better guidance. One was handling QCDs within my RMD. It was not clear that the package was handling the gift properly. Second, I would like to have seen my "capital gains carry over" highlighted somewhere accessible for next year's contest.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, April 2, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business and thank you for the valuable feedback!
Generally easy to use but support was not as helpful as I would hope. They seemed less versed in the issue than I am.
In the future, please add CA 568 to your state program.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Andrea, Social Media Team, April 3, 2025
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.
I appreciate the ease of use, but I got lost in the filing process for the state form. Otherwise this would be 5 stars.
I would recommend this to a friend!
Value
3
Response from HRBlockBy Tra, Social Media Department, April 4, 2025
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.
This program has been my go to for a long time and will continue to use in the future.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, April 3, 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 serve you again soon!
I have used HR Block software for about a decade now. My taxes are complicated due to owning a couple of duplexes and mutual fund investments. I have complained in the past about a couple things which remain difficult. I am rating it three stars because of these same two complaints: 1) I do a back door Roth IRA every year. Without someone who thankfully posts on the internet how to answer the questions in HR Block software to do this, I would almost surely get it wrong. HR Block should have a question "Did you do a back door Roth IRA" and if the answer is yes, create a series of questions that someone without tax knowledge so as to can properly populate the two separate sections of the 1040 properly. 2) I have enough international mutual funds that my foreign tax exceeds the criteria thereby requiring me to fill out an additional form/schedule. It is not as complicated as the backdoor Roth in HR Block software but I can't believe HR Block can't add a few questions for folks in my situation (I have to believe this is not that uncommon) to simplify the populating process of the tax forms and avoid mistakes.
Pros: Easy to import documents
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, April 3, 2025
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.
The software is mostly ok. But for some reason you have decided that my computer that I’ve been using these last 5 years isn’t the one I’ve been using with your software. LOCKED OUT!
Response from HRBlockBy Sean, Social Media Team, April 3, 2025
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.