H&R Block - Tax Software Premium 2025 - Windows, Mac OS

I have used this for years. It is pretty easy to use. It is confusing at times. I think the audit review process was a little frustrating. I answered the questions, but the concerns kept flagging. I did not know if I was putting in the correct information.

The software arrived quickly. I experienced some installation issues because the version of Windows 10 on my PC was not the latest and greatest. Once I figured that out and downloaded the latest version of Windows 10 the software installed and functioned well. Thanks for not forcing me to install Windows 11 because Windows 11 is not compatible with my PC. Turbo Tax was my previous preference but no longer. It's now HR Block as long as it remains compatible with Windows 10.

Overall, I like the program, but was greatly disappointed that the form I needed because my husband died this past year was not included in the download for the state of Arizona. I therefore had to hand file and delay my refund, which has still not come all because the proper form was not included and I couldn't e-file ! My daughter also found that forms she needed were not included in the download.

I use H&R because I have rental income and royalties. Works fine for FedEx and CA but doesn't put the numbers in the correct buckets for royalties in OK so I have to fill out the OK forms myself. Also the program always asks for stock info that isn't known so I have to print and mail in returns since it won't allow me to electronically file without fixing unfixable details in stocks. Asides from those two problems I wouldn't be able to do my taxes without the software.

Switched from TTax because it won't run on Win-10 and I wasn't going to buy a new PC or do taxes on line.. It was easy to download 2024 TT info to HRB an all went well. I did find HRB interface less intuitive to use ,perhaps using TT for 25+ years had something to due with it, but still, not as good as TT. I don't understand, and don't like , the extra cost to Efile (is there any other way these days?). I will probably use again for 26 taxes if it runs on WIN10. Otherwise I will look elsewhere.

I found H&R Block tax software to be similar to Turbo Tax. I think it was better in its navigation to different sections and some of the adding of information to tax forms/schedules was better. The area of difficulty for me was in the automatic upload of a K1 form. Where the program put all the data from the K1 seemed to confuse the program when it came to the final reconciliation. I spent a lot of time trying to fix it.

I bought the premium version, but it doesn't address the scenario related to getting married in the middle of the year and switching to my husband's health insurance. I used to have high deductible insurance and was eligible to save in a Health Savings Account. But my husband's insurance is not a high deductible option. The software doesn't cover the scenario and I am unsure if my filing was correctly handled.

For the first time felt like HR Block SW did not have proper integration and processing ability to import /download / access directly from financial institutions, W2 providers etc., given the fact that integrations have become lot more easier across the spectrum. Also errors do not clearly explain much. So a bit disappointed

As for the methodology used and the quality of the interrogatories in developing the appropriate tax forms, I found the Premium desktop software to be quite good. Compared to my years of use of Turbotax Deluxe, I honestly thought the process more intuitive and accurate in identifying my key data for purposes of composing the 1040. The product, however, receives an average rating due to huge failure--I never could download my 1099's from Schwab's online site. I had to manually enter my capital gains and losses, in aggregate format, which enhanced the possibility of errors, and engendered greater difficulty in determining how to enter several stock transactions. Mind you, my Schwab financial consultant, a Sr. VP, linked me with his assigned IT fellow, but to no avail. Schwab IT established to my satisfaction that H&R Block had a "known" interlinkage problem with Schwab's websites, wholly unrelated to the customer's systems, but H&R Block simply was not correcting the coding problem on its end. I expended over a day trying absolutely everything that both Schwab IT and Block IT proposed, but the 1099 transfers always failed because Block would not link-up with Schwab's website. The failure also existed with Block's online product. After opening a Case No. and extensive interaction with Block's IT staff, Block's solution was (1) enter the stock trading data manually or (2) pay several hundred dollars for one of its "Expert Pros" to prepare and file my tax forms on my behalf. Neither proposed solution was palatable, but I chose the former and the forms have been successfully filed.

Been using HR Block for many years now. Unfortunately, the usability and helpfulness has gone down in recent years. Linear navigation is fine, but trying to go back to a previous section or sub-section, or trying to find something in particular is a nightmare. The tips and guides are next to useless - they don't provide adequate information, and several items that could have used them had none. I was told I needed to go back and verify/edit part of an actual form, but had zero guidance on how to do so. The checkup at the end said the return "looks good" and is "low risk", but I'm not confident everything's accurate. Fingers crossed I don't get audited.