I bought the software in the late Fall when it first comes out and updated it in January to get prepared for the tax season. Software easily imports old return data and the auto interview process is easy to follow. One feature I wish it had (and maybe I just didn't see it but it's there) is the ability to quickly show me the difference between options to file jointly vs. separately. I would think a few clarifications in how I load the data would make this straightforward and give me confidence that we're minimizing our tax burden.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The software this year was more challenging than last. It doesnt help to fix issues within the return. If there is an issue, it will tell you in a roundabout way what the issue is, then it's up to you to find it.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I like that I can import lengthy statements directly and securely from my brokerage. I find it can be difficult to find the items in the software that require manual checking when flagged to do so — the Take Me To only goes to the top level, and the top level of grouped transactions doesn’t have a mark indicating that drilling down is required. I have to try to remember where I last clicked and find the flagged transactions by trial and error.
I wish the interview had more plain text rather than repeating the IRS instructions. The state return is particularly bad at that.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I have used this for years and love being able to import last years info as well as this years. This year I had a frustrating experience try to locate and view schedule 3 on the 1040. A search for schedule 3 returned NO RESULTS using search, "take me to", help and "AI". had to chat with support and while I was waiting for a few minutes for an answer of how to findit I realized it was part of the 1040 form and was able to got o the 1040 form to find it. There need to be a smarter AI and more comprehensive search function.
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
Value
4
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!