Overall good software, but some of the help tips seemed to not work when preparing taxes. Also, there’s a bug with crypto transactions reported that requires you to manually change some checkboxes in the forms. And importing transactions from some brokerages isn’t possible.
Pros: Maximizes refund
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy H&R Block Social Media Department, May 16, 2024
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!
My date to submit my taxes kept being pushed back for weeks at a time.
No, I would not recommend this to a friend.
Value
3
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’ve used H&R Block software for several years and I mainly continue using it because I understand its quirks and limitations. Two issues stand out to me. 1) The 1099-R input form for Federal retirees is not complete - you can’t add all the info on the 1099-R - so I always have to find a work-around for that. 2) I have rental property and input screens for that are such that expenses can easily be double counted if you’re not careful. I recommend the software to people with fairly simple returns, but caution those with more complex finances.
I'd expect the Premium version to cover all my needs but unfortunately for sine items, like schedule K, I had to do my own research to get my taxes done. I'd expect the Premium version to cover all aspects. The CA state software has similar issues. I plan to switch to the competitor next year to see if it's any better.
No, I would not recommend this to a friend.
Value
2
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.