Customer Reviews for H&R Block - Tax Software Premium 2026 - Windows, Mac OS
Customer Rating
4
Update from Deluxe
on April 13, 2019
Posted by: HMK1
from Illinois
Update from Deluxe to Premium did not take as expected, took two calls to H&R Tech support to resolve - apparently needed to de-install Deluxe to apply Premium update. Confused that Print File screen appeared before completing E-file option - insutructions unclear, otherwise instructions adequate. Importing needs expanding (Wealthfront) but still a big plus.
Was fine until I tried to e-file my state return. Charged my charge card and then demanded I update the software. I updated the software and then it charged my charge card again when I tried to e-file my state return.
I have used H & R Block software for years and have always been pleased with it. I never could figure out how to include the scanned QBI Statement for Safe Harbor with my taxes.
I've been using H&R Block software for taxings since it first appeared and I have always been impressed with how straightforward and complete the software takes me through the necessary schedules and calculates my best options
This was the hardest program to use, but after 4 attempts, I finally got a wonderful lady helper on the phone who was very patient for 1 1/.2 hours with me.
I've used this software foe over 20 years(Kiplinger earlier). The software has not kept up with the market. It is little if any help on Limited Partnerships. As an example, a LP might conduct business in 20 states. That could require filing 20 state returns if the amount prorated earned in those states exceeded the threshold for state filling. HR knows those limits as they offer state software.The software does not help at all with this issue. Also they have late updates, as in a week before the April 15 deadline.
Generally, this software is great, and I won't be able to file taxes myself without it.
One major complaint, though, is that state taxes aren't handled as well. In particular, Passive Activity Loss limitations (Form 3801 in CA) is mostly left to the individual to hand-fill. That one form may take hours, with re-hashing text and numbers from place to place. It takes about 90% of the whole state return time to deal with that. Complicating the manual work in the current software is the fact that I cannot add more copies of 3801 schedules as FTB instructions suggest, so I end up merging activities and calculating lots of numbers by hand. Meanwhile, it appears to be easy to automate. In most cases, there are no adjustments needed. So if Federal numbers and activities get auto-filled in, then only minor actual adjustments would be required, often none (which is what I end up with, but after 4 hours of work!). I also find that many other adjustment steps in state program aren't very helpful. They just tell you read this or that bunch of docs and figure out what numbers to insert. Basically, HR Block really slacked off on the state programs.
My "Cons" reporting below mostly applies to the state program.