Customer Reviews for H&R Block - Tax Software Basic 2025 - Windows, Mac OS
Customer Rating
5
Good job.
on February 19, 2018
Posted by: Denman21
Quite straightforward as always. I decided to efile this year instead of paper. The first submission was rejected by IRS due to an incorrect amount in the prior year AGI field, which was automatically populated by Block. The amount was off by nearly 30k. No idea why it was wrong. Correction was quick and easy and new submission accepted quickly too. I should have noticed the error, by I can’t remember last week, let alone last year!
Pros: Easy to install, Easy to fix issues, Easy to prepare, Fast
In 2017 I converted 45K from my traditional to roth IRA. The interview asked for the basis which I gave it. But it seemed to assume this was a total conversion so it did not complete Form 8606 Pt 1&3 and just subtracted my basis from the 45K and put that on 1040.
I finally found the little box on form 8606 checked stating this was a total conversion. When I unchecked it I could complete 8606 and it computed Pts 1 & 3 accurately.
So, take me back to the interview. The basis was blank. When I put the basis back in it again assumed I was converting my whole traditional IRA by "x"ing that little square just below Form 8606 Pt 1 header. Curses! I again un "x"ed that little box and all was well but I feel there is something wrong with the app. And I'll admit it could very well be operator error.
I have used Taxcut for about 25 years and this is my first & only complaint. Our taxes are pretty simple.
I have been using this product for a number of years now, and I continue to be amazed at how easy it is to file our return electronically and how well the product works. This year, our federal refund was direct deposited into our bank account ONE WEEK AFTER IT WAS SUBMITTED TO THE IRS.
Pros: Easy to install, Easy to fix issues, Easy to prepare, Easy to import, Fast