I've been using H&R for my tax returns for over 10 years now, and can state that even the Basic version does provide all the forms I need as an expat, i.e. 2555, 1116, and this year 8938. Learning curve was a bit steep at the beginning, and you will need to know your forms. The reason for giving 4 instead of 5 stars is that a bug in calculating global gross income from all sources prevented the use of summary entry/ies on form 8949 (had to enter them as individual sales), and (artificial?) limits on form 8938 prevented e-filing and thus print and mail paper return (max 5 copies allowed, which you use up the moment you and your spouse have separate accounts at one broker; also European IBAN accounts have can more letters/digits that the software allows). Annoying, but work-around possible.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Tra, Social Media Department, April 28, 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.
Didn't give me alot of confidence that tax was done correctly. I've used many years and that was a first.
Pros: Maximizes refund
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Team, April 28, 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.
I purchase H&R Block Basic Tax software every year and it is so easy to use. Love that it keeps my information from year to year and provides helpful explanations.
Response from HRBlockBy Corrina, Social Media Team, April 28, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Fast and easy to use. Disappointed that it kept saying that “H&R Block is optimized for macOS 12 Monterey or higher”. I have an older computer that Cant run that, but everything still seemed to work fine when I clicked continue. I would like it if you had an on-line version, or could run from an I-pad app instead of having to use a desktop or laptop.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Tra, Social Media Department, April 28, 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.
Very speedy return, easy to complete info. Have used H&R Block for a number of years.
Response from HRBlockBy Tra, Social Media Department, April 28, 2025
Thank you for leaving a review, and for providing positive feedback. We're glad you had a great experience at H&R Block and look forward to seeing you again soon!
I entered my overseas pension information in the Retirement Income section on form 1099-R, but, of course this overseas payer did not have a TIN so I left that field blank. During the accuracy check this threw up a red flag so as I had a plane to catch I just deleted the form and re-ran the accuracy check - the flag had disappeared so I filed the form and went to the airport. During my trip I realized my mistake so on my return I followed the instructions to file an amended return on form 1099-X with the overseas pension income entered manually under other retirement income and refiled without issue. However your software offers no solutions that I could find for entering and filing an amended State Return (North Carolina), so I had to print the amended return and file by mail. This was very inconvenient and it would help if you could include a process for filing amended State returns electronically.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, April 28, 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.