There were some noticeable improvements to the software and filing process compared to last year's issues. However there was a problem during the review process, I was asked for information that the program had access to from last years return which was imported at the start. When asking for my and my wife AGI it should have input the numbers from the 2023 return and asked if this is correct.
Pros: Easy to import documents
Cons: Doesn't maximize refund
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Brittany, Social Media Department, April 17, 2025
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
There is no way to explain a gross distrtibution on an 1099-R which is inflated as a result of a check not clearing the bank until after the end of the year when the contribution is recorded for the year of the tax form.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Andrea, Social Media Team, April 18, 2025
Thank you for taking the time to provide feedback! We appreciate your feedback and would like to ensure your complete satisfaction. Please contact our support team at 1-800-472-5625 so we can address any concerns you may have.