Excellent value. My only complaint is with the input method for income from U.S. Government obligations. The software asks for a percentage of total dividend income and gives the absurd instruction to "create a new copy of the 1099-DIV for each security" so that you can enter multiple percentage values. I found it easier to manually calculate the total amount of qualifying U.S.Gov't income from all sources, divide it by the total 1099 dividend income, and enter the resulting percentage one time without duplicating any 1099-DIV forms. But it would be better if the software simply asked the user for a total dollar amount and provided some instructions on how to calculate it.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Maria, Social Media Team, March 4, 2026
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Multiple issues with this year’s software. Activation code did not work, state form was not included and finally I was charged for Federal e-file, which was supposed to be free!!!
Value
3
Response from HRBlockBy Ashley, Social Media Department, March 4, 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.
Not happy. Charged my credit card 4 times for 1 state filing.
Pros: Easy to import documents
Cons: Time consuming
Value
1
Response from HRBlockBy Maria, Social Media Team, March 4, 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.
Intuitive as always- but really disappointed that it charged me for e filing the second time after I got a rejection.
Value
2
Response from HRBlockBy Maria, Social Media Team, March 4, 2026
Thank you for sharing your feedback with us. We're truly sorry to hear that your experience fell short of expectations. At H&R Block, we're committed to delivering exceptional service, and we regret that we missed the mark this time. Please reach out to our support team at 1-800-472-5625 so we can better understand your concerns and make things right.
Program changed from the last couple years. It was a lot harder for me to complete it. I wasn’t sure if it would go through. But it did
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Ashley, Social Media Department, March 4, 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.
In general, program was good and did the job and I have been a satisfied customer for many years.
The interview questions for HSA funding - especially for those 55+ funding two HSA accounts - was not as clear as they could have been. Specifically, you are asked for the split the allowed HSA funds for the year between your two HSAs. However, if you are over 55 years old, you can fund an additional $1000 for each married taxpayer. The interview questions ignore that possibility, so I used trial-and-error to get to a point where everything worked. It did work, but it seems like the interview questions should be improved to avoid the trial-and-error troubleshooting.
It would also be advantageous and timesaving for the prior year return data import to also include investment account numbers. I suppose there may be a security concern with those, but the fresh return requires fresh account number entry. I would prefer those to be imported with the investment account names.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sydney, Social Media Department, March 4, 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.
The tax software is easy to understand and use. Downloads are fast and it makes preparing taxes fast & easy.
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 4, 2026
We are so happy to hear about your positive experience! We appreciate your time & business and thank you for taking time out of your day to provide us with valuable feedback!
I spent hours clearing the last page of the Federal form. The instructions on how to clear "questions" were non-existent. I purchased the state package just to be able to e-file to the state. I had done my state form manually which was quite straight forward and all I wanted to do was "plug" the data. The software prohibited plugging, turns out you have to figure out how to and where to enter data elements in the Federal side and then see what you get on the state side. My 1099 div's and 1099-int's were all downloaded from financial institution so HRB had all the same info that I had (which I used to compute state manually) so why couldn't HRB do the same?
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Response from HRBlockBy Maria, Social Media Team, March 4, 2026
Jim, 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.