I used the product for the 2023 tax year but while it populated the federal schedules automatically, I had to manually create some of them for the state (Georgia). Clunky for small businesses and the help for solo 401k reporting was inadequate.
Cons: Time consuming, Hard to import documents
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 26, 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.
-Federal and MA forms weren’t finalized until the end of March. That’s far too late. -Software failed to recognize previous year’s capital loss carryover. -A number of 2023 estimated tax deadlines were later than the 15th of the month; software failed to recognize that and reported those payments in the following quarter. I’ve used this software for a number of years and have been happy with it. I don’t know if I’ll find it, but I’ll be looking for something better for 2024. May still wind up with H&RB, but don’t bet on it.
Cons: Time consuming, Doesn't maximize refund, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 26, 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 used this product this year, I have switched from Turbo Tax.
Pros: Easy to prepare, Maximizes refund, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, April 25, 2024
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!
I use the software for both business and personal tax return preparation and it seems to cover both very well
Pros: Easy to prepare, Easy to import documents
Cons: Time consuming
I would recommend this to a friend!
Value
4
Response from HRBlockBy Social Media Department, April 25, 2024
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!
It was very easy to use, especially after using it for the first time last year.I like that it gives prompts based on the previous year's return. The cost is reasonable, especially if you catch an early-season online sale. The only problem I had was the "help" topics stopped working for awhile - said I didn't have internet access - but that was not true. Regarding "accuracy" and "maximize refund," I have no way of knowing, do I? Just have to trust the software just like a tax preparer.
Pros: Easy to prepare, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Team, H & R Block, May 1, 2024
We’re so happy to hear you had a good experience. We appreciate your business and thank you for the valuable feedback!
EV credit form not available, return with late filing penalty not available, form with newly introduced credit not available. What good a software if it doesn't have some of the basic things. It kept saying federal is not filed when it was. Then I couldn't e file state return, had to mail it. Disaster software. Sad part is it used to be good and worked well.
Cons: Time consuming
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Department, April 25, 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 been using this product for many years. It has never let me down. The features are easy to use,thorough, and complete. When I file my taxes, I do so with great confidence that it has been prepared correctly and that nothing has been overlooked.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
I would recommend this to a friend!
Value
5
Response from HRBlockBy Social Media Department, April 25, 2024
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!