To do VA Part-Year Residence you must do a VA 763PY form AND a VA 760 Non-Resident form. It's complicated, I didn't expect H & R Block would tackle the problem for a relatively small customer group. Virginia, and thus H&R Block EARLY could make it more clear that Virginia wants to know your T-Bill and Social Security income for the Virginia residency part of the year even though Virginia does not actually tax either of those income streams. Virginia requires that you end up needing: Your VA income, Spouses VA income, Your Non-VA income, Spouses Non-VA income. One spouse can even end up with a negative VA AGI. I'd have never finished without H&R Block. BUMMER ALERT: You can't eFile these VA filings. Mail certified! I've needed that proof in past. BONUS: This year for first time H&R Block can do those pesky 1041 K-1s ! Improvements: Instructions should never allow use of pronouns. Clients need to know exactly what is obvious to the software developer.
Pros: Maximizes refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Kira, Social Media Team, March 4, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Download of the software was straight forward and smooth this year unlike last year I had to download a patch to maike it run. The program runs easily without any problems
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Team, March 4, 2025
Thank you for taking the time to rate your experience with us! Your high rating means a lot to us, and we're grateful for your business. We look forward to serving you again next tax season!
I purchase this version of H&R Block tax software annually. I have done so for about 18 years. I always find it to be very reliable. The one improvement that I would like to see in the software is full guidance through reporting IRA mandatory minimum withdrawals.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund
Value
5
Response from HRBlockBy Kira, Social Media Team, March 4, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Your software does not allow me to e-file my 1040 because I have a K-1 with a loss and a zero basis. I should be able to enter the loss as a loss carry forward and then e-file rather than have to mail in. Please correct this.
Value
1
Response from HRBlockBy Corrina, Social Media Team, March 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
Have used H&R tax software for past 3 years. This year, software loaded correctly, but stopped working after Windows 11 upgrade. Spent 2 hours on phone with call center to partially resolve. Software loads but will not read tax info from prior years, so I have to start from scratch, eating up my valuable time. Call center could not resolve. May go back to TurboTax next year. Software this year is buggy. Problems with Premium and Business versions.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Abbie, Social Media Department, March 4, 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.