I am generally pleased with HRB software. However, I do have 2 recommendations...
1)The Deluxe package is supposed to issue 1 state return for free. In 2025, we moved from Virginia to North Carolina meaning we had a partial year return in Virginia and a partial year return in North Carolina. To cover my full tax year, I had to purchase (at full price) a second state. I don't appreciate having to purchase a second state at full price just to cover my full tax year.
In the event of a move, the software's included state return should cover the entire tax year without requiring separate purchase of the second state.
2) The ability to download 1099-B transactions from one's brokerage firm is either not evident or is so clunky that I have to enter transactions manually. HRB competitors make this much easier....you might want to address this. It's a bit of a headache.
Pros: Easy to prepare
Cons: Hard to import documents
Value
4
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
I'm a long-time customer from the days of Kiplinger prior to the merger with HR Block. The software always installs easily, updates without issue, and it just works, very well. The improvements over the years have made it even easier to use. The guided instructions are helpful and accurate, and the included help libraries provide any additional information necessary. My federal and state returns have always been accepted without any problems.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Everything worked smoothly like past years except for the second year in a row the state return download and install failed. Happily support used my suggestion on how it was resolved last year. Even so, support kept trying to give windows advice after multiple times telling that I’m a Mac user.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
4
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Been using HR Block tax programs for over 20 years ! Easy to use, accurate, no problems! If I have one suggestion, that would be to go back to using CDs instead of using the internet download system! Or, at least give your users the option to use either system!
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Amy, Social Media Department, April 17, 2026
We're thrilled to hear that you had a great experience. Your feedback is greatly appreciated, and we're grateful for your business. We look forward to serving you again soon!
Overall, the software is good for a "normal" tax return. But it warned me there were "concerns" I think was the term. When I clicked on the concern it just took me to the tax return, like I know what that means. If I knew how to fill it out the tax return itself I wouldn't have bought your software!
Also, my state (Georgia) requires you to submit a copy of the 1040 Federal and various schedules from it along with the state return. When the software offers to print everything for the state it should include those as well. Thankfully I read over the state return before sending it in.
Pros: Easy to prepare
Cons: Time consuming
I would recommend this to a friend!
Value
3
Response from HRBlockBy Corrina, Social Media Department, April 17, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!