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H&R Block Tax Software Review


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H&R Block is one of the world’s biggest tax service providers with over 11,000 company and franchise retail locations across the country. H&R Block also offers tax preparation services through its online portal or downloadable software. There are four software-based tax preparation options available: Basic, Deluxe, Premium, and Premium and Business. There are also four options on offer for filing entirely online: Free, Deluxe, Premium, and Self-Employed.  All paid products come with free, unlimited expert tax advice by chat and phone.  

Platforms

Cloud-based
Software
Mobile

Plans and Features

Step by step guidance
Import W-2 automatically
Accuracy review, double checks
Free, unlimited expert tax advice by chat and phone
Supports Federal and State Tax forms

Online Versions

Free
Deluxe
Premium
Self-Employed

Free Online Tax Filing + $0 per state filed

  • Free Efile
  • Chat technical support
  • Guides and step by step Q&A
  • Accuracy review
  • Detailed refund explanation

Deluxe ($34.99 + $36.99 per state filed) 

  • Maximize deductions for home mortgage interest and real estate taxes
  • Investments (stocks, bonds, mutual funds) report dividends or capital gain distributions
  • Retirement income – report income from retirement plans, rollovers, payments from your IRAs, 401(k)s, annuities, disability, pensions, life insurance policies, etc.
  •  Life changes – change in personal status, information
  • Deductions for charitable donations
  • Detailed refund explanation

Premium ($54.99 + $36.99 per state filed) 

  • Ideal for investors and rental property owners
  • Self-employment income (Schedule C) – self-employment work, contractor, freelancing
  • Rental property (Schedule E) – report royalties, income and expenses from owned real estate and rent to others
  • Tax calculators for home sale, dividend, gift and inheritance assets
  • Detailed refund explanation

Features

Data import

  • Previous year’s tax returns
  • W-2 and 1099
  • Import from other tax preparation software

Accuracy

  • 100% accuracy guarantee
  • Tax audit support and assistance
  • Tax review
  • Life events (instantly change your status, personal information)

Payment Options

Credit/ Debit card
Direct deposit
Personal checks
Money order

Refund Options

Emerald Card
Direct deposit
Checks

Support Services

Expert support available
Hotlines
Live chat support
Email

H&R Block Tax Preparation Summary

H&R Block tax preparation services provide excellent features that help you make tax filing an easier and more seamless process. The company's online plans and downloadable software feature expert tax advice and a step by step guide for helping you prepare tax returns. H&R Block tax preparation services are equipped to handle varying needs from simple tax returns to complex business tax requirements. But where the clearly has the edge is in the area of customer support. Customers are able to make use of over 11,000 locations nationwide if they need to personally get in touch with a tax expert. No other tax preparation agency can boast this facility along with their online or downloadable products. 

 

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Customer Comments & Reviews

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johnpicot
4/24/2022
This software really let me down. I was not able to compare the standard deduction to the itemized return. I had to submit my taxes before the deadline so I submitted them with the standard deduction. I tried to file an amended return and H&R Block does not support the amended filing option. I discovered that my itemized deductions at $17.5k were greater than the $12.5k standard deduction which was about the same as my 2019 filing. So my net income with itemized deductions would result in a larger refund. I only continue using this software because I can pull up my previous returns and carried capital loss. This should include my previous mortgage and property tax deductions. The software... Read More

joe.knepley
3/23/2020
Was filing using Free than upgraded to Plus but when it came to filing state returns, I needed to file a nonresident return for one state, but the HR Block software was using the resident form. When I used online chat to request a return from Plus to Free, they said any downgrade results in loss of all data already entered. I deleted my account and will never use HR Block again just based on principle...Federal software was okay, state software was unusable IMO, and their business decision to not permit downgrades without loss of all data previous entered is unconscionable IMO...recommend you look elsewhere for tax software or go it yourself!

Ron P
3/15/2019
H&R Block software fails to furnish Form 8606 required with inherited IRAs (which TaxAct did but it now has other problems), and refuses to E-file without it, requiring me to print and mail paper returns - a MAJOR DEFICIENCY which disqualifies this software for my use. It also failed to fill in known address and TIN information from supporting 1099 forms, then said the return was ready to file but then presented 26 corrections needed to fill in the missing data. Poor software design!

B
Bienvenido D
1/27/2019
The Business software sucks. The interview is not installed in the software. Just selling an incomplete product.

Amanda A
9/28/2016
H&R Block has helped me a few years when I needed my taxes done right and in the nick of the time. I sometimes waited to the last minute and even so, they were able to help me without me having to spend a lot of time or money. They were also very thorough about what I could claim, where I could find more money to save and were able to get me the best return for my money. I really appreciate that.

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  • Pay only when TurboTax is ready to file with the IRS
  • 100% accurate calculations, 100% lifetime audit support
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