We have been using this software for years. It does a great job. I have one minor suggestion: Copy last year's health-insurance information from last year's Mass. form to this year's would save me a couple of minutes.
Usually I don't have any issue with this program, but this year I was very upset with the way questions were asked. When asking about additional info, for example for someone who is covered by more than one insurance, it's imperative that the program be clear about which one it is asking about. If asking about additional insurance, I'm going to keep answering based on my additional insurance, so don't ask about my main insurance without specifying. This year the software told me that I have the family limit on HSA contributions because by secondary insurance is a family plan. Since the family plan is not high-deductible, this was incorrect.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
3
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 did 5 returns with the deluxe program and had a problem with one (Corder Janes) as the program didn't let me file electronically as it said I had to correct an entry from an Edward Jones report but I couldn't correct it as the number was right off their form so I had to mail it in. Also the state of Montana does me no good as the program only lets me file the same as our federal return but Montana has a filing status of of filing separately with only one spouse filing as only my wife has Montana income. So the state does me no good so I download their form and manually work up the return.
I've used this software for several years. It takes you through all the questions to help you get your taxes done, it has an extensive area to find answers to questions about the forms you need to get the job done.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Why can't this year's program locate the required information (lines 2, 4b and 7) from last year's NJ Worksheet C program? We had to manually open last year's H&R Block program to obtain the required information and manually insert in this year's program.
7th or 8th year using the accuracy on the state ,NJ, was a bit of a pain there was deductions I didn't want to use, personal but other than that all good
Pros: Easy to prepare, Easy to import documents, Fast