Customer Reviews for H&R Block - Tax Software Basic 2026 - Windows, Mac OS
Customer Rating
5
Real Value
on March 25, 2022
Posted by: Tallyther
from Monticello, FL
I bought this on March 22, 2022 and within an hour was inputting data to file my taxes. Prior to using the software I always do my own taxes by hand and use the program for submitting it electronically and also as a check on my calculations. It has some minor quirks but its still well worth the money compared to any of the high priced software. It works as well as software I have used in the past such as Intuit at 5 times or more the cost and which advertised support but never provided it or when talking with more than one almost non-English speaking person in the same foreign country gave instructions completely opposite from each other. As far as problems with this software it was limited to minor issues such as even though you entered data to begin your form, the check routine wouldn't always recognize all of it. Resolution was simply to edit the unrecognized data you clearly see on the form already re-enter it. In my case it happened 3 times. The only other issue was some confusion resulted from obvious mandatory updates. The program and updates would work correctly but the helps/instructions in at least one case stated the amount for standard deduction wrong for married filing jointly. But in the actual calculations it used the updated values. I know because it came up with the identical hand calculations I did which it wouldn't have had it used the data in the help screen. Believe me these problems were nothing compared with other software I have used and therefore I would recommend it as a solid value product. You have to consider the fact the IRS is updating stuff as often as every 3 days after thee give a go ahead to use the program that it would be a miracle to not have some issue. One point of interest is I never needed to import any documents and preferred to enter data myself so I can't comment on the import process.
If you take the standard deduction, you can also take a charity deduction of $300 on line 12 b. Software doesn't allow this. Thus no maximum deduction.
I have used H&R Block for years with no problem, until now. I started on my return 3 days ago, updated the software at that time. As I was in the middle of e-filing today, an update pop-up stopped the update, demanding that I update before going further. Once I did the update it looked like the e-filing function had stopped, but I can't tell if it completed. I doesn't look like I can start over and I haven't received a confirmation from the IRS.
I've been using this program for over twenty years I think. Maybe 30? Early 1990's It used to be called "TaxCut" back in the day. :) Every season it seems to have a couple little bugs but, again, I couldn't live without it. The few times I've needed customer service they've been great. Hard to find that these days. Thank you! Now if we could just get the government to quit screwing around with the tax laws we'd be all set! Thanks again!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
On the federal return under "credits" the instructions for entering your third stimulus payment as indicated on IRS letter 6475 are wrong resulting in an incorrect stated refund.