Customer Reviews for H&R Block - Tax Software Deluxe 2026 - Windows, Mac OS
Customer Rating
4
Two Issues created difficulties
on April 12, 2019
Posted by: CatKids15
from Clear Lake, Iowa
For some reason, when I tried to open the itemized lists that I was keeping for this return, I had a difficult time trying to open the list that I wanted. The wrong list was opened. This happened both when I double clicked on the name of the list or when I selected the list I wanted to open list and then clicked on OK.
The second issue is that on my state return (Iowa) I kept having to re-enter my health care expenses since it did not seem to save them. I ended up having to enter this information in 3 or 4 times.
I did not have these issues in previous years.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
Form 1116 abandons normal question/answer mode leaving one to get lost in a form with mini-worksheets superimposed that is more complex than the full form itself. It even doesn't cover all items on the form. Some fields leave one guessing as to what the proper data is - in effect "Call IRS for details on this field"
There are lots of places that the software just doesn't address well. Perhaps embed links to other articles helping those who only do this once a year would be good. For instance, the software brought over last years taxes, which was good. However, I did some side work last year, which I didn't do for 2018. It still brought it over and I had a fit with understanding it. The summary at the end caught it and reported it as an issue. It wasn't an issue, but I had to end up deleting that Schedule C Form in order to e-file. There should have a wizard to ask me if I still had this side job. Just my opinion.
e-filing failed even though I'd used the same software last year. Reason: last year's AGI did not match what I reported -- even though it was pulled from the same software/files.
I ended up mailing in both federal and state returns.
This continues to be the best software (based on my conversations with friends who use Turbotax) for individual preparation of tax returns. Among improvements, I found that forcing me to enter itemized deductions, when I knew the standard deduction was called for, wasted my time. I was in the same loop when I was forced to answer questions for a local tax return. Municipalities in our area require that we use their tax preparation service provider. Easy to navigate and regular visible updates of the current state of refund or amount due!
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast