Bought and used the 2023 Basic software for two relatives' returns, now my tax files won't open; good thing I saved one return as a pdf. Where did my T23 software disappear to, and why? Also, software does not import tax docs from e*Trade or Chas Schwab accounts.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
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Response from HRBlockBy Social Media Team, H & R Block, April 18, 2024
Thank you for taking time to provide a rating! We’d like the opportunity to work with you to address any concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
Software is quick and accurate. Only issue is one should be able to just select the standard deduction without having to enter itemized information for comparison. For most of us, we will never reach beyond the standard.
Overall this software is good. There are sections that need clarification. Medicare Part D has only a space under SS. No explanation or space if Part D is paid out of a private insurance fund. Better clarification on RMD. Needs simple clear precise language. Too much confusion over excessive RMD in the form.
After 3 days HR still won't file my taxes and I get rejection report which is ridiculous . I have had no problem e filing for the last 15 years with other Tax Software . This was my first and last time to use HR Block . Trying to contact help is impossible
No, I would not recommend this to a friend.
Value
1
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.