Would be nice to see 1040 before getting to print.
on May 6, 2025
Posted by: Debecw
from Portland Oregon
Verified Purchase:Yes
Program did not flow as well as previous years. Would be good to have a view forms to see where I am during process.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Andrea, Social Media Team, May 6, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
The different user interfaces between the personal version and the business vesion makes it confusing to use. In addition, the difference order of acquisition date/sale date and acquisition price/sale price also makes it confusing.
Cons: Time consuming
Value
3
Response from HRBlockBy Amy, Social Media Team, May 6, 2025
Thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
I bought this for this year's taxes because it is much cheaper than the one I have used for years. I like the fact that it has the simple and business together in the same package. The program is much more complicated than the one I'm used to. I think I will be using the one I'm used to next year, even tho the price s higher. I about had my hair pulled out by time tax season deadline came .
Response from HRBlockBy Andrea, Social Media Team, May 6, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
I have used H & B for the past six years (and the Premium and Business version for most if not all of that time).
Very pleased with this product!!!
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, May 6, 2025
Thank you for your kind words! We're delighted to hear that you had a great experience with us. Your satisfaction is our top priority, and we appreciate your business. Thank you for your valuable feedback, and we hope to serve you again soon!
Some of the imports could work a lot better. For stock sales it often failed to get the basis cost and date correct even though the info was in the source document from Fidelity. Also doesn't handle ESPP shares that have been held for over 2 years either. Some of the business forms do not have good directions or automation.
Pros: Maximizes refund
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Asiya, Social Media Department, May 5, 2025
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!
There is NO functionality allowing to attach pdf. files to form 1040, which is perfectly acceptable to the IRS under most circumstances (example: attaching a brokerage statement instead of completing form 8849 and entering every stock trade; some brokers are not compatible - TradeStation is one of them - with your software and data cannot be imported). There are missing forms; no form 7203 that is required with form 1040 if one owns S-Corps.
Pros: Easy to prepare
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Amy, Social Media Team, May 5, 2025
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.