Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 - Windows, Mac OS
Customer Rating
3
A Few Small Flaws
on February 23, 2020
Posted by: SaratogaSam
from Satatoga County, NY
This was my first year using H&R Block, and I found a few issues. First, the program would not read my PDF W-2 forms correctly, so I gave up on that. Also, I entered my DL number in the Federal interview using spaces between the groups of numbers, as it is on my license, but the state form would not accept the spaces, so I did not use them there. The state return accuracy check said my DL number on the federal return did not match the number on my state return. but did not give me a way to look at and correct the DL number on the federal return! I had to hunt for that entry, which took quite some time.
In the Direct Deposit screen there data can be entered for two different bank accounts, but there is no discussion of when two accounts would be used.
When I printed the worksheets to check the data I entered there were far too many sheets of paper printed with no data on them, just fields I did not use. How about just printing the data that is on the Forms W-2 and 1099?
Some worksheets do not have a Save button. You are expected to just close the window and assume your data will be saved. Very frustrating.
How to enter various purchase dates for stock sale
on February 23, 2020
Posted by: OldLady8
from La Mirada, CA
Verified Purchase:Yes
I've never used anything else, so can't compare. Question: When selling stock you bought at various times, why doesn't the program allow you to enter "various" under date acquired which is what the IRS wants you to say? The people who are supposed to help you after you wait 1/2 hour on the phone, aren't able to answer questions. The help screens & virtual helpers are also lacking information.
Pros: Easy to import documents
Value
4
Written by a customer while visiting HRBlock
Customer Rating
5
Excellent features
on February 23, 2020
Posted by: Dajun
from SS, MD
I used this product for many years, still happy with it.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Written by a customer while visiting HRBlock
Customer Rating
5
Very Good software, easy to step through.
on February 23, 2020
Posted by: SDake
from California
One problem. Doesn't differentiate between IRA or Pension on 1099-R except a question after the Enter Manually section for the form. I have a military Pension. My Form 1099-R does not have an IRA box, checked or unchecked. The software has a Manually Enter section. It doesn't have an IRA box or prompt either. After the Manually Enter section, the software asks, "Is the IRA/SEP/SIMPLE box checked?" Then says "See your Form 1099-R, Box 7." My response is that yes I can see Box 7. The software reported my Pension as an IRA, then asked irrelevant questions about withdrawals from an IRA. Had to Chat with customer service to realize I was misdirected by the software. The software should not ask a Yes/No question, with a statement that would prompt a Yes answer. Customer Service was very helpful. Software could use some tweaking.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Simplifies the complex process of completing taxes
on February 23, 2020
Posted by: Cincy Taxman
from Cincinnati, Ohio
Verified Purchase:Yes
Quick and straightforward way to prepare your federal and state taxes. The pro gram informs and guides you through the process and helps answer most of your filing questions.
Makes the process very easy. Very friendly to use. I do not understand why the child tax credit requires an update every year that isn’t ready until most March. Please fix this