The Premium federal and state is excellent and I've been using it for years. The interview is excellent, the informational links are excellent, e-filing is excellent. However the Business software has many problems and after many years of trying with it I won't be purchasing it again. I just do simple trust returns and K-1's. The program will never import the prior year's return. The interview is rudimentary at best and inadequate in answering new issues without a lot of work going to external sources. and this year there were so many mistakes when I allowed the program to prepare DNI, accounting income and the K-1 that I ended up purchasing TaxAct On-Line for Estates and Trusts to prepare my trust return.
Cons: Time consuming, Hard to prepare, Hard to import documents
Value
4
Response from HRBlockBy Joy, Social Media Department, March 16, 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.
As an experienced tax pro with Block I found it easy to navigate I was able to make it do what I wanted until I got to the Minnesota return. It automatically gave me a credit that I wasn’t qualified for and there was no way to correct it.
Pros: Easy to prepare
I would recommend this to a friend!
Value
2
Response from HRBlockBy Eva, Social Media Team, March 19, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Barely sufficient, but there is telephone support.
on March 15, 2025
Posted by: Artseller63
from Highlands Ranch, CO
Verified Purchase:Yes
Setting the stage: THE TWO reasons I'm glad I bought this is because you at least offer telephone support. , and the ND state software handled my K-1 for royalties well. 1. The product itself has far too many obstacles to overcome: 2. Not very intuitive at all - topics are frequently hard to locate. 3. "Instructions" assume we know where to find things - a LOT. 4. NO import option available for major stock broker tax documents. 5. Misdirection from 1099-MISC entry to demanding an accompanying 1099-K entry. Need to call to get a workaround. 6. Entering data for oil royalties was nothing short of a nightmare. Again, with (very weak) telephone guidance I managed to get through it. 7. Your "software experts" handing phone calls, as hard as they try, are anything BUT "experts."
If I had to do it over again, I would still buy your software because of the telephone support, weak and sloppy as it is - and - the fact that Turbotax, after my using it for 10 years, STILL can't handle a ND K-1.
Cons: Time consuming, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Joy, Social Media Department, March 16, 2025
Thank you for bringing your experience to our attention. We're disappointed to learn that we didn't meet your expectations during your recent visit. Ensuring customer satisfaction is our top priority, and we're eager to address any issues you encountered. Please contact our support team at 1-800-472-5625 so we can assist you further.
Premium software is ok, business software is awful
on March 14, 2025
Posted by: VOldUser
Verified Purchase:Yes
I've used this software for many years. The premium (personal) software is ok. Has a few quirks, but I got used to them. I need the business software only to file form 1041 for a disability trust in favor of my daughter. This software is truly awful! For the first time this year, electronic filing was offered, but I couldn't do it because of inexplicable, often nonsensical error messages. I printed and filed paper as usual.
Response from HRBlockBy Eva, Social Media Team, March 14, 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.