Customer Reviews for H&R Block - Tax Software Deluxe 2026 - Windows, Mac OS
Customer Rating
3
Very good, except for publicly traded partnerships
on April 15, 2019
Posted by: oldnavy72
The software is easy to install, set up, and use. The basics of W-2, some interest income, and some dividends is well handled. My spouse and I have investment accounts, and the software this year handled some non-qualified dividends and some long-term and short-term capital gains and losses very well, an improvement over last year. Unfortunately, the programs do not handle K-1s from publicly traded partnerships, and these took a lot of time and reference to IRS pubs. In addition, the instructions for Schedule B Part lll, Foreign Accounts, should be better than those in the IRS form, and should expound on when a Form 8938 is required for tax filing (for US citizen, foreign accounts of $100,000 at 12/31/18 or $150,000 anytime) or when a FinCen Form 114 (over $10,000 in all foreign accounts at any time) to be filed by April 15 (automatically extended to October 15).
Easy to use even for self-employed/Sch C return. It imports all your personal info & W2s from previous yrs, would be better if it also imported 1099 info from previous year's return.
I had to run the federal program twice, once with itemized deductions and once without, to produce a federal return using the standard deduction and a California return using itemized deductions. Also, the software lacked an adequate explanation of why I couldn't take mortgage interest and property taxes as part of our home office deduction. After I read the IRS instructions, I understood it was because we took the federal standard deduction for the first time this year.
I have using H&R Block tax software for greater than 15 years and as always find it extremely easy to use and quick. I have even filed amended returns effortlessly, never had a question from the IRS.
I have used H&R Block software for many years and have always found it to be easy to use and accurate. I would give a five star rating except for a glitch that has persisted for many years that has not been corrected, even though I complain about it every year. I have to enter data from Forms K-1. The only way that some of this data can be entered (according to software instructions) is by manually overriding some fields on Schedules D and E. Because of this I cannot e-file my return and take advantage of the included "free e-files". I am very disappointed that this glitch has not been corrected. I would recommend this product only to those taxpayers who do not have to enter information from a form K-1.
My title says it all. I needed to save the forms and then go to the library to print since no working printer here. The Federal form came out without the actual IRS labels, headers, etc. The format was all messed up; not just on page wrong. Since it was 4/15, I was forced to e file, which I didn't want to do...and I still don't have a legible copy to print for myself. The PA state form's format wasn't a problem. I won't pay to file it though.