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Customer Review

on February 5, 2011
This is the first year I have tried the H&R Block program. I was tired of the Intuit games with their TurboTax program - in all the years I used TurboTax, I NEVER received a promised rebate and the State filing fees were getting out of hand. There were other unexpected charges too, but this review isn't the forum for that.

I decided to try H&R Block's software for a change even though I liked TurboTax. H&R Block was much easier to use for those who enjoy the step-by-step walk-through. In many ways, the explanation of the tax codes for decision points people reached were very easy to understand. It even took the TurboTax files form the previous year and flawlessly transferred the data to H&R Block's software for this year's return.

The one major flaw in this software is when one makes an itemized list for a field, the list can not be edited or even reopened once closed. Every time I tried to bring up an itemized list from any field, the program would crash with the dreaded "H&R Block quit unexpectedly" error. All data entered after the previous save was lost. This was very frustrating as there is no way to edit an itemized list once added. This was an every time event - no matter which field I entered an itemized list for - I even started an entirely new return to see if that would fix it. It didn't. I then went to the web site and found no way to provide feedback on the issue. There was no support area for this either. The only support areas were for tax questions and installation issues. I had to revert to using Excel for my itemized lists to add things up before entering the final number in the proper tax field. This software bug cost H&R Block two stars. Other than that, it appeared to be a good software package - on par with TurboTax but without the Intuit hidden cost issues.


Update: Attempted to access the forms directly. I opened the 1040 with no problem, but when I tried to access a link to another form, the wrong form kept popping up (tried to access Form 8863 (American Opportunity Credit) and instead it opened Form 8812 (Additional Child Tax Credit). And when a field is selected, the form jumps around. H&R Block sent me a link to a new, improved version. All the same issues remained in the newest version. Lowered to Two Stars.

Update 2: Decided I had enough of the buggy program and wanted to return it. Found the 60-day guarantee, but no way to submit for it. Called H&R Block to obtain a refund. After about 20 minutes of looking on their database, the customer service representative said she could find no way to refund the money and that I needed to contact Amazon for the refund, but Amazon won't refund on a downloaded piece of software. After 40 minutes on the phone, information was taken and H&R Block said they would elevate it to the next level. I am now waiting for a phone call back. Although very nice on the phone, the H&R Rep was clueless. Rating now one-star - wish there was a zero star rating.
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