The interface of HR Block is a bit dated compared to the competition. If there is an issue with something on my tax returns, there should be a link directing me to it everytime (like the competition). A "5 star experience" would be that I do not have to follow instructions to go through menu's to find the issue. The wording on the questions for the HSA tax benefit were a bit confusing at first where it didn't apply the tax credit correctly the first time. The 529 tax credit option could be better with stated contribution and number of children flagging if the tax credit doesn't get applied. If you have two children and have contributions 8k or under, it should give questioning of how much per child.
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Asiya, Social Media Department, March 27, 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!
I was happy with the ease of the forms, but I was not happy about being charged 3 times for e-filing.
Response from HRBlockBy Kira, Social Media Team, March 26, 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.
I used the premium software for the last 17 years. I found it easy to use for 95% of the time. Wish some of the interviews were more clear or easy to understand. First time I did RMD search section can find the item. I took RMD plus extra to convert to ROTH IRA very little info on the interview or online help. I finally had to do trial and error during interview to get it correct. Need to improve or I will consider switching to turbo.
Cons: Time consuming
I would recommend this to a friend!
Value
5
Response from HRBlockBy Chris-Social Media Department, March 26, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
Been using this for a number of years now and some of the same problems persist. 1. Trying to do royalties from a 1099-misc is very confusing. The program is mostly designed to handle rental income and the royalty topic is not at all clear. 2. Doing Ohio taxes and following the program regarding a possible credit for excess medical expenses will give an incorrect result unless you open the whole form and follow what the line instructions says there.
Cons: Doesn't maximize refund, Hard to prepare
No, I would not recommend this to a friend.
Value
3
Response from HRBlockBy Chris-Social Media Department, March 26, 2025
We’re so happy to hear you had a good experience. We appreciate your business, and thank you for the valuable feedback!
I use the Mac version. It's stable. Navigation is somewhat clunky. I've had some problems with importing financial docs but it generally works fine. Although I prefer TurboTaxes look and interface, H&R runs much better and I will settle for better functionality and stability
Value
1
Response from HRBlockBy Kira, Social Media Team, March 26, 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.