1041 K-1 data compatibility issue every year. Is there an upgraded version that handles this?
Pros: Easy to prepare
Cons: Time consuming
Value
4
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.
This software is still cumbersome to use. The AI feature for help did not work and I had to ask my broser's AI how to do things using the H&R software.
Cons: Time consuming, Hard to prepare
I would recommend this to a friend!
Value
4
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.
The state review was rejected. They charged for it and wanted to charge again to resubmit. Never really got a clear answer on the issue.
Pros: Easy to prepare
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Sydney, Social Media Department, October 20, 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.
For the first time in many years of using your software, I grouped sales on the 1099-B, thinking it would save me time. When I ended the process and read the instructions for the PA state return, I saw that I had to include a copy of the detailed sales from the brokerage statements. The time I saved on preparing the return was more than taken up with collecting and printing the brokerage statements to support the grouped transactions. I strongly suggest that you add an alert about the possible requirement for additional documentation when suggesting the grouping of sales transactions.
Cons: Time consuming
Value
4
Response from HRBlockBy Sydney, Social Media Department, October 20, 2026
We're glad to hear that you had a positive experience overall, and we truly appreciate you taking the time to share your feedback. Your comments help us identify opportunities to improve and provide an even better experience for our clients. Thank you for your business, and please don't hesitate to contact us at 1-800-472-5625 if there's anything we can assist you with. We look forward to serving you again!
Paid for service that does not delivered. I will not using H&R again . Your service center are irresponsible and impossible to to deal witg
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
Value
1
Response from HRBlockBy Sydney, Social Media Department, October 20, 2026
Thank you for your feedback. Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
Did not handle clergy traces well costing me money
on October 18, 2026
Posted by: Kevin88
from Wilkes NC
Verified Purchase:Yes
It missed a few things making me leave off things that cost me a lot of money. I now have to file an amended return.
Cons: Doesn't maximize refund, Hard to prepare
Value
1
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.
it was close to impossible to get the software to split expenses properly for former primary residence to renter. I had to manually edit the 1098 form which was uncomfortable. Buggy too in that part.
No, I would not recommend this to a friend.
Value
5
Response from HRBlockBy Sydney, Social Media Department, October 20, 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.