Pretty good overall. It will not import information from any H R Block software more than a year old. The US has tax treaties with several countries that mandate how foreign retirement is recorded. Millions of people use that, but the software gives no help or guidance. No indication of when the standard deduction is applied to the running tax total. It is a bit difficult to just view the particular tax form on screen. The State forms work well.
I used HR block for 2023 taxes. Updated before final and before sending in April 2024. Submitted my taxes. Just got a bill from IRS for wrong tax penalty that your program produced. Now I’m paying more. Maybe I switch to Turbo tax next year. Not that you will even care.
Cons: Time consuming, Doesn't maximize refund
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy H&R Block Social Media Department, May 16, 2024
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 this software for years. It does not crash or cause other problems. It is easy to use and generally explains things well. If help is needed it is available.It brings last years information forward saving time/.
We normally use Turbotax but it has gotten to be more expensive over the years so we decided to try HR Block. The software did not import our previous financial information and was a little confusing to use. I am retired and my wife still works, but the software mixed up the W-2’s. There was also no explanation for some of the information required so I was not clear if the software was “guiding” us in the correct direction. We will go to a human tax preparer to double check the results for accuracy. I would say that they need to make the program more user friendly.
Cons: Time consuming, Hard to prepare, Hard to import documents