This is my third year of using H&R Block tax software. I use it for myself, my in-laws, and my parents. It easily imports necessary information from last year's tax submissions and its interview questions are (in my opinion) easy to follow and easy to understand. I have a unique perspective to use it for the retirement income of my mom, the retirement and investment income of my in-laws, and the "normal" W-2 income for myself. This year I had a different set of circumstances for myself and the software guided me into the right forms.
Pros: Easy to prepare, Easy to import documents
Value
3
Response from HRBlockBy Max, Social Media Team, March 1, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The Required Minimal Distribution causes problems. You ask if the requirement was met but if additional funds were withdrawn there is not the option to differentiate what is what. In my case the software wants me to pay a penalty based on the total of my distribution not recognizing that I did indeed meet my requirement.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Eva, Social Media Department, February 28, 2026
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I have used your program for over 10 years Was always happy until this year. The program would miss assign values constantly. It would add inputs from one income source to another. Very frustrating. I think I finally got it correct. I hope so.
Cons: Hard to import documents
I would recommend this to a friend!
Value
2
Response from HRBlockBy Eva, Social Media Department, February 28, 2026
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.