The Deluxe and State version did not download my Fidelity Investments data. The program kept saying to verify my Social Security number. Fidelity verified that all information is correct on their end. I may have to try to find another program next year as I spent roughly 30 hours typing in all the Fidelity trades individually. Not acceptable. The reason to purchase the program is to make the tax return preparation easier. HR Block fell very short.
Cons: Time consuming, Hard to import documents
Value
2
Response from HRBlockBy Lexis, Social Media Team, March 25, 2026
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.
Very simple and easy to use. The step by step procedure takes you through the entire return and asks everything you need to make sure all subjects are covered for maximum accuracy and calculations are done properly. Easy to make adjustments and check for accuracy.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback.
Failed to warn me about the IRS no longer issuing paper checks. Created an annoying situation, still in progress, to rectify.
Value
3
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
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've used this software for many years in a row now. I could not be happier!
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!
Used for 20 years. No longer can import from Merrill. Will switch to a CPA next year. Why are you throwing a good thing away? You have no real competition. Turbo Tax is a non starter.
Pros: Maximizes refund
Cons: Hard to import documents
Value
4
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
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.