Millie Cota is amazing. She always goes out of her way to my time to see us. She’s professional and her customer service is top notch. She’s a true asset to your company.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
3
Not carrying over year to year
on July 19, 2020
Posted by: MF Barry
from MA
I am finding that I spend more time fixing things from prior year's returns in order to file my current year return - prior year taxes aren't carrying over. Also, downloading data from financial services companies are triggering reviews as well (which is a problem for anyone with more than 10 dividends!) Last item I would like to see corrected, the ability to include more than 4 states on the Federal return (current state plus 3 others.) This prohibits the ability for many people to electronically file their state. This is the 3 year I had these problems and I am really considering using another service provider next year.
To best review a tax software, it is best when your tax situation is effectively recognized, handled appropriately, and given maximum benefit to the user. I did not have any situations this year in which I saw the software give me a clear advantage. But it did appear that it handled my taxes okay, since they were fairly typical. I did see that sometimes the questions in the interview and the information in the help section were not very clear. My hope is that no audit is triggered that the software could have predicted or helped me avoid.
Federal fine, Minnesota would not upload last year had to submit manually. MN this 2019 bug ridden would not allow for electronic filing because on non existent state state id issues on 1099R payees id numbers.