Customer Reviews for H&R Block - Tax Software Premium 2026 - Windows, Mac OS
Customer Rating
4
Hard to efile
on April 10, 2020
Posted by: LJTOH
from O
I had a difficult time e-filing. First it said I needed to update the software, which I tried to numerous times. Then it said my access code was incorrect. I went through the steps , including credit card entering several times before it finally took what I had been entering all along and I got the confirmation. I'm hoping the state charge will be on my statement only once, so I don't have further frustration
Unacceptable that I had to call to get my return filed. They would not even let my wife verify when she got the email because I was primary taxpayer. Unacceptable and waster my time!
I have used H&R Block software for over 10 years to prepare my 1040 but also a 5227 and a 990 PF for other, considerably more complicated, reports. The failure this year is because they omitted to program for the exception to the rule in the case of Form 8962. For instance if a family member turns 65 during the year they leave the Marketplace and segue into Medicare. So far, so good. But two dependents who had to re-enroll on the Marketplace as individuals. The result was three different 1095-A forms to reconcile into the 8962. I have always loved the narrative in the past because of its user friendly interface. This time it failed because there seemed no way to conflate three 1095-A's to come up with totals that accurately sums for the columns required on the form. With all the other worksheets available in the software, it would not be a challenge to offer one for extraordinary scenarios like this one. Finishing the final return required much more time and research to produce using IRS online forms and instructions to complete. One other line was misdirected in the software, Line 14 on Schedule A did not warn of the exception to the IRS instruction to "Add lines 11 through 13" which would leave a 0 on that line unless digging into the instructions to research the real formula. I hope you do better next year. Feel free to contact me for more suggestions, GUI included!