Customer Reviews for H&R Block - Tax Software Basic 2026 - Windows, Mac OS
Customer Rating
5
Easy!
on January 29, 2022
Posted by: RB One C
from Cape Coral
I have been doing my own taxes with the help of H&R Block for 4 years. I was scared at first because I always paid someone to do it, but I have a straight forward, no dependents, mortgage and property taxes. There are helpful hints along the way if you are unsure of the question. The following years is even easier since H&B has your info on file.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Went through the final “Error Check” that’s purported to make certain there are Zero errors...As of 01/14/2022 my return is held due to a simple mathematical numerical error..that was not supposed to happen. Accepted and sent 03/21/2021.
Cons: Time consuming, Hard to prepare, Hard to import documents
I could not determine how to report some interest so I listed it as other income. I have found also that when listing non-taxable interest it gets added in as income.
In cases of fraud where a person has had their return hacked, the IRS has assigned PIN's. I was unable to locate the place where to record this in your software. It required multiple calls until one associate took the time to research the issue and point me to the proper place. In 2019 I completed a return and paid the required tax. I was pleasantly surprised when receiving a refund of over 50% of my payment. Having taught income taxation for many years, I am familiar with its workings. However I thought it prudent not to call the IRS to learn how this occurred. I e-filed in May expecting a $501 refund. Two months have past without received it. I re-checked the program only to discover it was rejected and listing 3 potential reasons. I printed and mailed the return. I have used the H&R software for MANY years. The ease of usage and support have greatly diminished.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare