Poor updates each year with regards to the process. Poorly executed Flow during use. Inability to download stock transactions including no feedback as to why it won't work unless you call and eventually get support to find someone who knows.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Sean, Social Media Team, April 3, 2025
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.
Software (Federal, my home state, and a non-resident state's returns) were pretty intuitive and fairly easy to use. Only issue was trying to e-file WV taxes. Kept getting rejected saying they couldn't open my Federal section - this after both Federal and my home state's returns were accepted. Wound up mailing all that other state's returns Haven't heard anything back yet, so fingers crossed.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare, Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Asiya, Social Media Department, April 3, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help. Your feedback is important to us!
The state of California continues to reject my e-filing. Last year, it did the same thing. I have no idea why, Sure would like to know.
Pros: Easy to prepare, Easy to import documents, Fast
Value
3
Response from HRBlockBy Asiya, Social Media Department, April 3, 2025
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!
The good: it does the job of walking you through the IRS tax process, without the need to hire a tax professional.
The bad: you have to buy the "premium" version just to submit a 1099. That's ridiculous. Also, it doesn't make it easy to see a list of your entries so you can review them.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
2
Response from HRBlockBy Andrea, Social Media Team, April 3, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
Visuals are a bit spartan, could use a larger font and show us when a section has been completed otherwise not bad
Pros: Easy to prepare, Easy to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, April 3, 2025
Thank you for your feedback! We're glad to hear that you had a positive experience overall. While we aim for 5-star satisfaction, we understand that there may be areas where we can improve. We appreciate your business and value your input.
The Idaho State Version: Program needs to allow for when state taxes are paid to multiple states. The current program only allows input for just 1 other state tax payment. If you have 3 states that have tax payments, the program only allows consideration for your home state and 1 other state. Consequently it requires a manually prepared Schedule 39R to be completed and attached, then mailed in vs being to electronically submit the return. Very frustrating and very limiting for something that the program should be able to handle.
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, April 3, 2025
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 software is mostly ok. But for some reason you have decided that my computer that I’ve been using these last 5 years isn’t the one I’ve been using with your software. LOCKED OUT!
Response from HRBlockBy Sean, Social Media Team, April 3, 2025
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 software for about a decade now. My taxes are complicated due to owning a couple of duplexes and mutual fund investments. I have complained in the past about a couple things which remain difficult. I am rating it three stars because of these same two complaints: 1) I do a back door Roth IRA every year. Without someone who thankfully posts on the internet how to answer the questions in HR Block software to do this, I would almost surely get it wrong. HR Block should have a question "Did you do a back door Roth IRA" and if the answer is yes, create a series of questions that someone without tax knowledge so as to can properly populate the two separate sections of the 1040 properly. 2) I have enough international mutual funds that my foreign tax exceeds the criteria thereby requiring me to fill out an additional form/schedule. It is not as complicated as the backdoor Roth in HR Block software but I can't believe HR Block can't add a few questions for folks in my situation (I have to believe this is not that uncommon) to simplify the populating process of the tax forms and avoid mistakes.
Pros: Easy to import documents
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Sean, Social Media Team, April 3, 2025
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.