Arbitrarily limited foreign accounts to 3 when it worked the previous year. Wouldn’t have paid for it had I known and will move to another product next year.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 17, 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.
Importing of prior tax year's data is great and saves time. Process is clear and has good explanatory notes. For several years I continue to have trouble with understanding what data to enter for the Foreign Tax Credit Form 1116. I own mutual funds which invest in multiple countries but I must pick one country for the data entry. In the end I always get it right but it took two iterations plus the final check for me to identify the needed data.
I purchased Deluxe version which includes 1 state download... and did my taxes. When it came time to file (both federal and state) electronically I was charged for filing state -- after federal was rejected (due to my fault, I had a bad PIN) -- I refiled (both - I didn't see any option) -- and was again charged for State filing... so I was charged twice for filing federal and state taxes.
Had to manually fill in all 1099 data. Could not import
Value
1
Response from HRBlockBy Social Media Department, April 17, 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.
Software kept forcing me to choose a government medical insurance plan when my son and I were covered by my company plan. 3 chats and a phone call (which hung up on me) I gave up and submitted on IRS fillsbe forms.
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 17, 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.
Features good, but mistake in forwarding my 22 AGI
on April 13, 2024
Posted by: tnt01
from Wilmington, Delaware
Verified Purchase:Yes
I bought this in December 2023 at full price and then got an offer for reduced price in February. Too late. Not happy. Also, the forwarded 2022 AGI fpr purposes of identity was incorrect and I had to sign up with the IRS online to get the correct number. Very time consuming.
Cons: Time consuming, Hard to prepare
Value
3
Response from HRBlockBy Social Media Department, April 17, 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.
Too many examples of poor or incomplete details or explanations for various tax issues in the forms! Importation of previous years returns and data were inadequate. No easy way to print individual pages or sections for my records. "Final check" errors were NOT clearly explained or easily correctable.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 17, 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.