Always a challenge for me to get all the information together. H&R Block makes it easy to review and make a list of what I need to have to make it easy
This program would be much more user-friendly if it allowed me to just enter my documents (W-2's, 1099's, SSA's, mortgage statements, etc.) in any order, and then just let the program put them in order. I think this is called "Shoebox", and this is why we have computers. My taxes are very simple, but this program seems to complicate the process. I can just pick up a 1040 sheet from the Post Office and fill it out in a few minutes (I do this every year as a sanity check on the HRBlock program), but the HRBlock process takes hours to do the same thing. Also, I get the same 1099R's from the same companies and agencies every year, but the Program can't find the static information from the previous years. So I have to manually enter the payers' info again each year. In spite of all these complaints, I use the HRBlock program each year mostly to have an elelctronic record of my taxes, and the e-filing is really convenient.
I did spend extra for the Arizona separately that I should have purchased together with Federal. My mistake.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 16, 2024
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!
While it works right out of the box, the help function is a scary place to get into. I wish someone who speaks with real words would remove most of the "Accountant/Lawyer speak." That would make life wonderful.