I could not import my stock transactions from my Merrill Lynch account for my 2025 filing, although I did not have this issue last year. I had to manually enter the data, which makes me consider switching to another alternative next year.
Pros: Easy to prepare, Maximizes refund, Fast
Cons: Hard to import documents
Value
4
Response from HRBlockBy Max, Social Media Team, March 17, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize that 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.
Overall, the software is well designed and performs well. I was disappointed with three matters, as follows. (1) Some of the items flagged for review and correction in the Federal return were not mistakes I made but were, rather, failures of the software to record dialogue information correctly. This should not happen, and your careful attention to these corrections would provide guidance for fixing bugs. (2) Fixing bugs in the Form 1116 took until mid-March 2006. This is way too late; there is not excuse for not correcting these bugs much earlier. (3) On the Sign page for Federal taxes, the program prompts the need for two PINs. The software does NOT make clear that one of these must be supplied by the IRS, while the second may be any 5 digit number. Providing clear instructions here (ordinarily provided elsewhere) would save a lot of frustration and grief.
Pros: Fast
Cons: Doesn't maximize refund, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
3
Response from HRBlockBy Sydney, Social Media Department, March 16, 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 is easy to use. However, 2 of the last 3 years my return was rejected because the software wasn’t updated for one of my forms.
Response from HRBlockBy Sydney, Social Media Department, March 16, 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.
Works well for Federal, not as great for State return (NJ).
Pros: Easy to prepare
Cons: Time consuming
Value
4
Response from HRBlockBy Sydney, Social Media Department, March 16, 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.
Had no problems,did the job. My needs are basic and it accomplished them without any headaches.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sydney, Social Media Department, March 16, 2026
We’re so happy to hear about your good experience! We appreciate your time & business and thank you for the valuable feedback! Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Your state program continues to have a glitch in it year after year, which is annoying! It never asks for payer's ID numbers, which I believe the federal program does. So of course you would assume that info is simply transferred from the federal program to the state program - but guess what - it NEVER is. Then when the final check is run on the state return an error is flagged and you have to go back in the state program, find the proper form, and manually enter that info into it, then rerun the final state check, which is a pain in the neck - you need to FIX the blasted glitch!
Cons: Time consuming
Value
4
Response from HRBlockBy Max, Social Media Team, March 17, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize that 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.