Customer Reviews for H&R Block - Tax Software Basic 2025 - Windows, Mac OS
Customer Rating
4
Excess RMD & tax
on April 15, 2024
Posted by: oldlute
from Bremerton, WA
I had trouble with the terminology in the IRA and RMD area. Plus I didn't understand why I had a small refund last year but over a $2K payment this year. I believe the payment was because I apparently needed to update my withholdings for income tax even though my income only went up about $2300, my income tax apparently needed to go up by over $2100 also. Still doesn't seem right but I submitted anyway.
Been using this software since it came out. H & R’s failure to have enough bandwidth to support its existing customers for e-file this year is a big enough pain in the a&$ probably join the masses on Google and choose a different software next year.
I didn’t see any information on this. I don’t recall this question being asked in previous years. I wasn’t sure if they were asking about ALL payments or just this year. In the end I opted to just take the standard deduction even though I wasn’t sure if that was the best option.
I am not happy with this software as I am unable to complete transmission of my return. Tried on different devices and same result. I did get confirmation email that the return was accepted, but still can’t complete process on the application.
Pros: Easy to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, April 18, 2024
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 have used other software, but H&R Block is the easiest to use. The ability to take a pic of your w2 and have the system input all the data is a great time saver. Some instruction could be more detailed, though it is only with the most unusual inputs.