Customer Reviews for H&R Block - Tax Software Deluxe + State 2025 - Windows, Mac OS
Customer Rating
3
Fairly good
on February 29, 2020
Posted by: Charles Z
from Washington
1.When downloading tax info from Charles Schwab other people's tax info flows on to your return if your ss# is in their account info as trustee, adviser etc.
2. Efile was very difficult because H&R final update would not complete. Several hours spent trying solutions: turning off firewall, rebooting, changing access code, etc. Frustrating message repeated that there was no internet connection. Finally (with no internet?) was able to manually retrieve the update and merge it with the Deluxe tax program
I have used HRBlock and the other big name several yeasrs each. i found HRBlock a little easier to use. specifically the auto fill from previous year was more accurate as well as a few little preferences. I WOULD like some sort of discount for returning year after year. The software and E-filing is getting expensive.
Pros: Easy to prepare, Easy to import documents, Fast
The "reviews" feature give you the confidence that the filing is accurate. While I'd think all tax software would have features similar, over 20+ years I've tried several & like/trust this software.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I use it every year and there are never any disappointments!
Pros: Fast
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
4
Good product.
on March 1, 2020
Posted by: Mike49er
from VA
I like the product but had one problem with it. I received a dividend that was funded originally by US government securities, so that income wasn't taxable at the state level. But I couldn't figure out how to get it out of my income for state tax purposes. Finally, I just called it interest rather than a dividend and got around the software that way. But perhaps there's a better way to handle that, if so it should be explained somewhere.
Pros: Easy to prepare
I would recommend this to a friend!
Value
4
Written by a customer while visiting HRBlock
Customer Rating
4
Good product.
on March 1, 2020
Posted by: Mike49er
from VA
I like the product but had one problem with it. I received a dividend that was funded originally by US government securities, so that income wasn't taxable at the state level. But I couldn't figure out how to get it out of my income for state tax purposes. Finally, I just called it interest rather than a dividend and got around the software that way. But perhaps there's a better way to handle that, if so it should be explained somewhere.
Deluxe pakkage is sufficient for my tax reporting needs. Step-by-step questions are thorough and follow through logically. Updates are available as they are issued. A very satisfactory product.