Overall fine, but the state program hung when installing & I didn't think it had worked. Fortunately when I went back into the program it had installed. Also my return was flagged for errors that should not have occurred because I answered the interview questions correctly. Still better than paying for the exorbitantly expensive TurboTax though.
Buggy, wouldn't update, incorrect calculations on several Schedule C items. And then unable to efile due to their servers going down. Past the due date now and still no idea if our attempts worked. Software says we need to file but then system rejects filing saying it has already been submitted. There is no confirmation of that. On top of that, company denied and then downplayed problems without offering assistance or explanations. And then said problem was fixed when it had not been. And still has not been, well in to April 16.
It was helpful to file my taxes. I want to say it was great, however I had to process to file 3 times before it actually went through. Likely a glitch, but I probably won't use the product again.
In general, I have been very happy with H&R block premium over the years. This year it failed me by not providing form 7203 so that it could be submitted as required. This was related to K-1 issues with my south Carolina return that the software warned me prevented electronic transmittal and then a LOT of printing and a dash to the post office.I will probably have to switch to turbo tax which does have form 7203 and I understand no problems transmitting SC K-1 related forms.
Ease of use very understandable well explained I’ve been using it for years I have one computer that goes from 2-3 to 2023 I can pull up data from years back great product the others are a joke
This program gets worse every year. This year the business software did not work for me. Then one of my tax files got corrupted and I had to start over. I’m buying something different next year.
Federal returns work pretty well. State returns (MN) really lack interview questions and make you do the work, especially for a business return. Today, April 15, the HRBlock servers have been down since last night so e-filing doesn't work. That's unacceptable. Worse yet, every time you try to resubmit the e-file, they're charging my credit card for the state e-file. Painful and frustrating.
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Social Media Department, 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.
All worked well except the charge for a 2nd state (PA) then a charge to file state. Easy enough to mail or use state online option.
The local wage tax was a nice add. Didn't see it last year.
I purchased Ibonds with my refund. Had to search out Form, no option from interview. It was a little painful toggling between the refund amount, 1st quarter estimate and the the Ibonds Form 8888 I think.