Some how Tax Year 2022 tax overpayment carried forward to tax year 2023 was deleted . System allowed me to electronically file & IRS acceped return. IRS found the error & wrote a letter to me.
I was unable to enter 1099's for non employee compensation without using the Q&A format and not entering directly into forms that would input directly into schedule C. This was very frustrating
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Difficult to correlate data entry with the actual tax return. Handling of rent/royalty income is barely functional. If you don't pay (a lot) more for E-filing the state return, the program doesn't print all the needed forms; even the ones that already exist in the Federal return. I've used the program for years, largely because it's basically 'the only game in town' and I got locked into it when I started doing my own taxes, but it's been an exercise in frustration every year.
Pros: Easy to import documents
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy H&R Block Social Media Department, May 22, 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.
Your software asked me to wait 3 different times for updates to use the EV equipment tax credit form, BUT, in the end (3 months later), you could not provide that form and suggested I print and uae IRS form and file manually.
I have been using H&R Block Tax software for over 10 years. I am pleased with the accuracy and ease of using the software. I will continue to use H&R Block in the future.