This was a helpful combination product since I had Estate and Personal taxes to process. I probably won't need this combo in future since my mother's estate will be settled, but it met a need for at least a few years.
Cons: Hard to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sydney, Social Media Department, April 13, 2026
We are so happy to hear about your positive experience! We appreciate your time & business and thank you for taking time out of your day to provide us with valuable feedback!
The final checks system is clunky and confusing. names forms not mentioned before and words like “may” be wrong. this appeared to ref my imported data from fidelity. i assume that import is correct. and i dont need to check it’s accuracy- nor do i know how to. also dont hide buttons make thing more obvious!!!!!!
Value
1
Response from HRBlockBy Sydney, Social Media Department, April 13, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Easy to use. You submitted my state return to the wrong state.
Cons: Doesn't maximize refund
I would recommend this to a friend!
Value
2
Response from HRBlockBy Sydney, Social Media Department, April 13, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Why do I get 2 programs with the business version without instructions on how to use it. Popup windows should be in the middle of the screen so I can read it. Bigger font would be nice and to fill the screen with the program since it seems too compact for no reason. The AI feature was usless.
Pros: Maximizes refund
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Lexis, Social Media Team, April 13, 2026
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.
Software was ok. Kind of clunky and I was disappointed in support and the face that the business software wasn’t integrated into the personal software. I had to re enter everything again on my personal return
I would recommend this to a friend!
Value
3
Response from HRBlockBy Sydney, Social Media Department, April 13, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
I am preparing a simple trust, and there are not m
on April 12, 2026
Posted by: Anonymous
from Kirkland washington
Verified Purchase:Yes
I have used this program in the past and find it reasonably easy to use as in an accountant
Pros: Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Ashley, Social Media Department, April 14, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I have relied on your Premium/personal software for years and have almost always been happy with the product. But your business software, which I use to file a 1041 fiduciary return is an annual source of frustration. It is regularly buggy (will only start if run as an administrator), refuses to recognize deductions without overriding fields, offers little guidance, and provides a state program that is little more than an online form. Since its not worth buying a different product for the 1041 return, I'll continue as a user, but I'd love it if you invested a little into making the business product more reliable and user friendly.
Pros: Easy to prepare
Cons: Hard to prepare
Value
4
Response from HRBlockBy Lexis, Social Media Team, April 13, 2026
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'm running Windows 10 - long story - but every other tax software seems to be Window 11 only. It's much more confusing than it needs to be, because instructions are non-existent &/or misleading. There's a lady robo agent that answers the advice phone number, gives screwy answers & blocks access to human agents. The human agents couldn't find answers to my questions. All around a failure. Even this survey form is janky - it seems every "nickname" has been taken.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Lexis, Social Media Team, April 13, 2026
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.