Great features for investment income and small bus
on April 18, 2024
Posted by: Rb2251
from Rockford Il
Verified Purchase:Yes
The software is ideal for including investment income and small business income. It still struggles with optimizing ACA health care information against credits for small business health care deductions.
Pros: Easy to prepare, Easy to import documents, Fast
As in years past, the software does a "review" of your return at the end. It found I had included a line about a REIT and warned me that the software didn't support that. However, I hadn't included anything about a REIT and was unable to find any way to remove that entry.
My experience with the software this time was a bit so-so. What this means was that some instructions and questions for the interview were not so clear. Overall, it was still ok. The “bad gateway” issue on 4/14 when e-filing was a black eye and caused additional unnecessary pressure for this tax season.
Pros: Easy to prepare, Fast
Cons: Doesn't maximize refund, Hard to import documents
No, I would not recommend this to a friend.
Value
4
Response from HRBlockBy Social Media Department, April 23, 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.
Didn’t care for the product. Had a hard time trying to find out where to put data. Not user friendly.
Cons: Time consuming, Hard to prepare, Hard to import documents
No, I would not recommend this to a friend.
Value
1
Response from HRBlockBy Social Media Team, H & R Block, April 18, 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 learn something new every time. I definitely feel as though I've left money on the table in past years but after 10_ years I'm getting a hand of it. Did I save $ vs using an accountant? ya, probably or at least break even. Doing taxes is a good way of staying educated on all this stuff. Do it yourself. Learn. This software helps!
Could not e-file for 3 days. Big notice on the screen says they know and are working on it and not to bother calling customer service. Ran out of time as they never fixed it and had one hour to get it in the mail on tax day and had to take off work, find a printer, copy documents, drive to the PO, pay for an envelope and postage. Huge hassle, will not use them again. Issues downloading the software originally which is what caused me to be late in the first place.
Cons: Time consuming, Hard to prepare
No, I would not recommend this to a friend.
Value
2
Response from HRBlockBy Social Media Department, April 23, 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 HRB software for over 10 years. It packs all the tax expertise that I need to get my taxes done reliably and efficiently. Except for a couple of annoyances, I love this product.