Great for personal taxes, not so great for a trust
on May 6, 2024
Posted by: JS365
from Michigan
Verified Purchase:Yes
I have done my personal taxes using H&R software for 20 years. It’s great. When a parent passed away, I upgraded to the Business version to do the taxes for my parent’s trust. The software works on an old version of Windows, so I have to keep an old computer available specifically for the trust taxes. There are always a couple forms I have to fill out manually. And the help features are lacking. This is a program meant to empower home users to do taxes, but I don’t feel empowered by it.
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, May 6, 2024
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.
User friendly . Would like a few answers to some of the questions that there are no referred answers to on the margin. Overall is relatively helpful in drawing answers to questions. Appreciated H&R Block for years of having our businesses.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Team, H&R Block, May 7, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I'm experienced tax preparer and have been back and forth between TurboTax and H&R Block, sometimes both in the same year because of frustrations. This year H&R Block Business and Premium both worked really well for me. Some of the fixes the software recommended in review before I could file, were irrelevant and frustrating to even find.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 7, 2024
Thank you for leaving a review, and for providing positive feedback.
Problems. (1) not easy to print estimated tax forms for those who do their own calculations and mail in those forms to the state. (2) can't manually select NYS state standard deduction when itemized deduction exceeds standard. I take the standard for fed and state and use the data gathering process to track expenses I may not be able to deduct as I did in the past. On the fed form you have the option to choose how you want to do it...
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 7, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
This is about the 6th year I used H&R for my 990-EZ. It covers lots of territory, but once you are aware of what the forms need, it works fine. Does help if you have all the income/expense figures and a trial balance worked out before you start.
Pros: Fast
Cons: Hard to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 7, 2024
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
I purchased the package that allow forms view o know how to work the forms but wanted to file electronic. Overall a great package for this purpose. I have no solid feeling for using the package and just answering the prompts.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Team, H&R Block, May 8, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!