H&R Block software made it convenient to file my taxes from home, and most of the screens are intuitive and easy to follow. The overall filing process is straightforward for basic tax situations. However, there are some limitations when it comes to investment accounts, as imports from certain large financial institutions are not supported. Additionally, the software does not effectively support importing 1099-B PDFs as-is, which means users must manually enter individual transactions. For taxpayers with numerous investment trades, this process can be very time-consuming and cumbersome. Improving investment account integration and 1099-B import capabilities would significantly enhance the user experience.
Cons: Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Lexis, Social Media Team, October 19, 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.
Some tasks work rather well, while some are difficult. I had trouble eliminating the state tax on treasuries. The program is not helpful on K-1 documents
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Lexis, Social Media Team, October 19, 2026
Bob, 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.
Data collection and processing seem accurate and thorough. User interface stinks. Shows signs of long term under investment and is so bad it is insulting. Some examples Allow complete navigation from everywhere to everywhere. Every page hyperlinked and indexed, including the pages added by user e.g 1099-INTs). For data entered from a form, allow entry to follow the form exactly. E.g. "is SEP box X'd" to be in line with entry for Box 7, not on a separate page. For "overpayment to be credited to next year", provide an All option and recalculate amount as needed. Provide means to enter, summarize and review all income in one pass. E.g. 1099=INT, 1099-R, 1099-SSA, foreign income -- I don't care where it came from. Summarize like a spreadsheet, with gross amounts and amounts withheld or credited. For foreign income, show amount credited from the appropriate worksheets. Would be nice to do the same for deductions, but that affects me less. Publish format for and provide means to import all or partial data from one or more ASCII text files. I can create them from last year's data in 1/4 the time it takes to groan through the interview. When showing forms as forms, i.e. in IRS format, provide option to hide the worksheets.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Lexis, Social Media Team, October 16, 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.
Didn’t find it be be user friendly Work day form needed completion even if you didn’t have wages on the states If you finished a return and then needed to enter additional information the program locked you out
Cons: Time consuming
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Lexis, Social Media Team, October 16, 2026
Schmuel, 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.
I have used HR Block for a number of years and have been basically pleased . I am a retired minister and the software didn’t ask me about using my pension as a housing allowance, which is not taxable.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Lexis, Social Media Team, October 19, 2026
We’re so happy to hear you had a great experience. We appreciate your business and thank you for the valuable feedback!
It is unbelievable to me that you offer 5 free internet filings with this one activation code YET none of those 5 can be used to file for an EXTENSION online!
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Lexis, Social Media Team, October 16, 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.
This software has been getting worse and worse: No tracking of QBI, No tracking of UBIA. Language often confusing. My research show that thousands of Taxcut users complained about the exact same wording as I did.
Response from HRBlockBy Lexis, Social Media Team, October 19, 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.