Long time user - over 2 decades. Mostly great experience, though I had one this year that drove me up a wall. When importing from my investments, I copy the Document ID text from the pdf and paste it into the software. The financial institution put spaces in the text, to make it easier to read. HOWEVER, the tax software imposes a field limit equal to the characters without the spaces (Document ID has 11 characters and two spaces in the pdf). This field should be larger to allow the spaces to be in the entry field and the software can strip the spaces before it transmits them to do the import. Making me hand copy the characters means I could get the errors in the copy. Letting me copy the text directly means I won't get the characters wrong - even though the software doesn't like the spaces.
Every year I buy this software I am forced to go into the former year software and rename files and copy code into it because I get an error in the current year software that prohibits me from being able to pull in the prior year data. It has happened for at least the last 4 years. I have to google the solution. If you know it is a problem why can't you just FIX it.
Pros: Easy to prepare
Cons: Hard to import documents
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Team, H & R Block, May 1, 2024
Thank you for your feedback! Your voice is heard and we appreciate knowing how we can make your experience better. Feel free to contact us at 1-800-472-5625 if we can assist in any way.
H & R block software worked fine on my older Mac operating system. Turbo tax was no longer compatible. Steps were easy to follow, and filings went well. reasonably priced for the service. Pat
The self employed program is easy to follow and the guidance feature really helps in understanding taxes. I really like that there is a way to upload the previous tax forms as well. Another great feature is that it comes with your state forms as well.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast