I've been using HR Block for many, many years. The language used to explain more complicated entries, like tax credits, is often muddled and confusing. The help sections for those same entries are often poorly written without relevant examples. Finally, I use the filing separately calculation sheet to separate our individual tax liabilities. There's a major calculation error within this sheet. Not a confidence builder.
We have two investments that issue K-1a and the software is woefully inadequate for handling these investments. H&R Block having server issues on April 15th was also very disappointing.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for taking time to provide a rating! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.
Very easy to navigate, gives details on how the numbers were calculated. It allows users to see the forms as they are filled and evaluate impact on total tax amounts as numbers are entered. It also has a section that answers common questions related to the data that is entered, such as what qualifies or not. We switched to H&R Block from its competitor years ago and never regretted it. One issue that hasn't been resolved since 2 years ago was that the Scholarship income in Federal form 1040 wasn't fed into the state form that requires it to be reported as other income. We've been unable to do state tax with H&R Block for this reason. Would have given a 5 rating because of this issue.
We have used this several years in a row. Relatively intuitive. We got stumped around 2 areas: home office allowances which tries to force the use of schedule C to report, which causes a double reporting of income when a K1 is used, and secondly around making contributions to a non-employer funded IRA by seniors over 70.
I can't recall how many years I've been using H&R Block's tax preparation software----I think I started in 2007. I have always found it to be easy and thorough. However I was disappointed this year that the physical disc option was not available.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for leaving a review, and for providing positive feedback! We're glad you had a great experience at H&R Block!
Have used TurboTax for years, thought I would try H&R, extremely disappointed, will be going back to TurboTax.
No, I would not recommend this to a friend.
Response from HRBlockBy Social Media Department, April 23, 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.
Bought this to do the taxes for my sole-member S-Corp, and found it to be very unhelpful. The majority of the forms it seems to basically just make you fill in the IRS forms with no contextual guidance or help. Clicking "form instructions" always seems to be a dead end, resulting in just having to Google the form to get to the IRS website's instructions. It has you fill in worksheets that aren't required, and then the verification check complains that you have those worksheets. Overall, a terrible piece of software for businesses. The Personal product did actually work pretty well. Had plenty of guidance and way less bugs.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Team, H & R Block, April 18, 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.