I'm using this product for my first-time S-Corp filing. There is very little guidance in how the pass-through items affect one's personal taxes. A prime example is the very poorly labeled attachment on the Schedule K that affects expenses. Worst of all was the broken process for filing an extension. I ended up using a separate vendor for this process.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 30, 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.
Been using H&R Block Premium & Business software since 2007, & personal products before then. Used to use TurboTax, switched from that as it degraded. Business filing went great in Mar 2024, however on Apr 14th, personal tax filing failed as the software couldn't connect to H&R Block servers ( probably overwhelmed), which had never happened before. Unfortunately, every attempt to file fed & state together (over 30 times) generated a charge for the state filing fee, though 'it wasn't connecting to server.' It will get resolved I'm.sure,.but it was a PIA. H&R Block did get their server situation resolved on Apr 15th in afternoon so I did successfully file on time.
The personal side of the package worked well. I was able to do two different states with ease. The business side would not let me e-file. The notes in the checks file were too cryptic to understand and the help was not so. I had to file on paper.
The program does not ask about talk about mandatory withdrawals from IRA's or 401K plans.
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 29, 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.
I have used this software for a couple of years now, and this year I found myself getting infuriated and frustrated with the form 5695 for deductions for energy saving equipment installations. The software did not show ANY deduction for the heatpumps I had installed and if I tried to manage it manually it would have created issues with submitting my taxes. For this reason I am dropping what would have been 5 stars to 2. There was not assistance, chat nor phone could explain why this was happening, and when I checked on Reddit it seemed a number of people had this issues as well. Not good. I do not feel as though my rebate was maximized with the software this year.
Pros: Easy to prepare
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, April 29, 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.
A year ago my computer was hacked and Computer Help and Repair fixed it. The problem I have is that the 2022 software is empty. I was sure that I filed my taxes but I can not proof it. Now my 2023 taxes have been rejected.
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy H&R Block Social Media Department, May 1, 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!