Customer Reviews for H&R Block - Tax Software Basic 2026 - Windows, Mac OS
Customer Rating
4
First time rough going with Basic
on February 28, 2022
Posted by: Dick60
from Austin, Texas
I have used H&R Block Basic for 5+ years and been very satisfied. This year progress was stalled twice by an message "pending update" on an entry form (not starting program). It had a link that said it would give the update date, but the page it took me to didn't have that info. I finally found a list of forms and update dates. Hard to tell which one was pending for my case. Finally updates release and submitted return (now pending).
Easy to use but this is the second year in a row where it balks at sending your forms until you update. But your credit card is charged at this point. So then you try to update and it appears to update but then tries to update again, and again, with the same updates. You have to reboot the computer to finally get it to update properly. So then once you update you have to go through the same payment screens yet again, and H&R Schlock charges your credit card again. So now you've been charged twice for filing state. I complained about this last year and it still happens. Change your freaking code!
I am a senior citizen who prepares my husband and my tax returns. It doesn't take long to prepare our taxes with pensions, annuities, etc. My one complaint: The software doesn't recognize the taxable amount of my annuity on my CSA-1099R. It uses the distribution amount as the taxable amount, which is incorrect, Other than that, I like this program.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
have used hr block for years. i have never been so confused for 2021 taxes. will use turbo tax next year. i have zero confidence that my state taxes have been filed correctly!
I have been using H+R Block Tax Software for awhile... for some reason, importing last year's info wasn't as smooth as before... other than that, straightforward and clear! I like that you can move around to different sections of your return, as you get your tax information- W2s...etc!!
I’ve been using this software since 2014 without any problems. Last year and this year not so good. It failed to import previous year’s FIT return data, it failed to transmit, help line instructed me to save and start over, and it failed to effectively save causing me to reenter all my data. Importing previous return data would be a huge time saver and would help eliminate transcription errors.