I like that I can import lengthy statements directly and securely from my brokerage. I find it can be difficult to find the items in the software that require manual checking when flagged to do so — the Take Me To only goes to the top level, and the top level of grouped transactions doesn’t have a mark indicating that drilling down is required. I have to try to remember where I last clicked and find the flagged transactions by trial and error.
I wish the interview had more plain text rather than repeating the IRS instructions. The state return is particularly bad at that.
Pros: Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Been using for years. Love the ease of transferring data to the new year's return. Program is easy to use, and very helpful.
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sierra, Social Media Department, March 23, 2026
Thank you for sharing your experience with us! We're pleased to hear that you had a positive experience at H&R Block. Your feedback is valuable to us, and we're glad we could meet your expectations. We can't wait to see you again soon!
Used for three years, this year there was a problem computing the state…was going to get 2600, only got 1595. I don’t think the program worked right.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
Value
3
Response from HRBlockBy Sierra, Social Media Department, March 23, 2026
Thank you for the valuable feedback. Our goal is to make your tax life easier, and we apologize you didn’t have a positive experience. We’d like the opportunity to work with you and make it right. If you could call us at 1-800-472-5625, our support team is ready to help.
Retired with a laptop that isn’t used much. Thank you for putting out a program that can still be used on windows 10. I was quite ready to upgrade. So I used H & R instead of my usual Turbo Tax. Info transferred easy enough.
I would recommend this to a friend!
Value
5
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
The software this year was more challenging than last. It doesnt help to fix issues within the return. If there is an issue, it will tell you in a roundabout way what the issue is, then it's up to you to find it.
Pros: Easy to import documents
Cons: Time consuming
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I bought the software in the late Fall when it first comes out and updated it in January to get prepared for the tax season. Software easily imports old return data and the auto interview process is easy to follow. One feature I wish it had (and maybe I just didn't see it but it's there) is the ability to quickly show me the difference between options to file jointly vs. separately. I would think a few clarifications in how I load the data would make this straightforward and give me confidence that we're minimizing our tax burden.
Pros: Easy to prepare, Maximizes refund
I would recommend this to a friend!
Value
4
Response from HRBlockBy Max, Social Media Team, March 22, 2026
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
Overall, product is well made and easy to use. One suggestion for improvement: review and update the wording in the interview section on retirement income associated with 1099R's. If user has a 1099R, they are required to go through the 'Required Distribution' section of the interview. Maybe not common, but many users have pension-related 1009R's and may also withdraw funds from Qualified Retirement accounts before MRDs are required. Asking the user if they've taken their required MRDs when there is no requirement is confusing. Add additional wording such as " If you do not have any MRD associated with this 1099, answer 'Yes' to the question - "Have you taken your required MRD".
Pros: Easy to prepare
I would recommend this to a friend!
Value
5
Response from HRBlockBy Sierra, Social Media Department, March 24, 2026
Thank you for taking the time to leave a review! We're so glad to hear that you had a great experience. Your feedback is important to us, and we appreciate your business. Thank you for sharing your positive feedback with us!