awful experience from beginning to end. Incompetant , iinacurate and sometimes rude support. never called back for scheduled appointment.Bugs in carry over data and bare bones explanation, plus exorbitant filing fee.
Cons: Time consuming, Hard to prepare, Hard to import documents
I have been using this software for my personal taxes for over 10 years and find that it is the easiest tax software for me to use. Keep up the good work.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
1
terrible software, unfriendly, confusing, lies
on April 12, 2023
Posted by: MMMMMMM SEE
Took months to figure out, too user antagonistic, frustrating... refused to submit state when the IRS corrupted check defective rejected the 1040. Impossible to get customer assistance.. I'm having to mail in as usual don't waste money on this pile of regurgitation by tech-geeks who have NO COMMON SENSE AND OUT PUT THIS AWFUL SOFTWARE. DISGUSTING!
Cons: Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Written by a customer while visiting HRBlock
Customer Rating
4
Works Fine, but could be better.
on April 12, 2023
Posted by: retired_accountant
from Florida
I've been using HRBlock software for a few years, I previously used the other major brand, and I have experience with taxes going back to before this software existed. The software was able to handle my situation, I have stock trades, and I have some bonds that require adjustments, I do not currently have any partnerships, but that seemed to be handled in prior years. This year, I had an issue reviewing my return before filing it, and this may be the same in other software, and there may be a way to force the software to display the information, but I did not see it. The way the IRS forms are now written, they simplified some stock reporting which might help reduce 'paper', and reduce preparation time (if done manually) and reduce chance of arithmetical mistakes (again if done manually) but has only created more work and difficulty to actually confirm that the return is complete and accurate. Form 8949 now exists to enter sales of stocks (and similar assets). Numbers from there are carried to Schedule D(Capital Gains). As stock brokers are now (past few years/probably many years) required to track and report Basis/Cost, and thereby calculate Gain/Loss, the instructions allow transactions which are reported this way to be aggregated into a single number and put on a single line. The software chooses to do this, and will even combine information from multiple sources (if you get multiple 1099's from different brokers). It will correctly make separate line entries for specific transactions with additional codes attached to them. So you wind up with numbers on the return that have no direct correlation to any of the 1099's that you receive. If every transaction/sale was listed, you could look at the return and compare to the 1099's. Instead you will have to schedule this out yourself, which may be understood by an accountant, but it is still extra work that should not need to be done. This is also something that would not come to the mind of many non-accountants. The software will also default to aggregating other items like interest, where it will put one line item 'see schedule' even if the schedule only has a few entries which could fit on the main form. So while the software performed everything (or almost everything) correctly, it could make some changes which would make it easier to review.