Customer Reviews for H&R Block - Tax Software Basic 2025 - Windows, Mac OS
Customer Rating
5
Great features!!!
on June 11, 2019
Posted by: Anonymous
from south texas
this is year 9 in a row I have used this software, and I seem to just get easier and easier to follow , like filling in the blanks. I will continue to use this software!! love it
I had a problem when trying to E-file but after a few attempts I was finally able to connect with a live agent. I tried call the number in Get Assistance but it just takes you to a Virtual Agent which was useless. The live agent worked for 2 hours and was finally able to resolve my problem.
Software let me efile Federal separate from state, then would not efile state. Had to print and mail state the day after but couldn't because I was traveling. But for this the software works well.
One of our daughters used H&R Block to do their taxes for the first time. They told me they spend a lot of time putting in their deduction information. I saw this on H&R Block Deluxe as well.
H&R Block should ask a few qualifying questions first to let people avoid putting in all their deductions. For example: 1. Do you own a house with a mortgage? 2. Do you pay property tax? 3. How much are your State and Local taxes withheld? (software can auto-fill) 4. Do you have charity or medical expense or other deductions that exceed this amount ($12,000 standard deduction - [max of state taxes withheld or $5,000 SALT limit])?
If you are not a home owner, it is highly unlikely a non-property owner will have over $7,000 of other type of deductions, meaning they can then SKIP the entire section of entering charity donations, etc.
For a marred couple filing joint, this would be $24,000 standard deduction - $10,000 max SALT deduction.