H&R Block - Tax Software Premium 2024 - Windows, Mac OS

Overall the software was good with one exception. It suggested that I had made an error by not including Social Security income. I think it did this because of my age. I am 73. I am , however not eligible for social security benefits because in my government job I did not pay into the system. I therefore did not input any social security income on my return but I had difficulty convincing the program that this was not an error or oversight. The program just assumes that if you are a certain age you must be getting social security benefits. This is not necessarily true.

Generally, the product and service is good. However, from year to year simple parts of the software changes and not for the better. Example: 2024 version required manual farm rental entries whereas past versions did not. This creates confusion. I would also prefer an all in one price that INCLUDES the cost for state filing, not just the state software.

I wasn't able toe-file because I couldn't remember last year's Pin numbers and hadn't written them down. It was very frustrating to keep getting emails saying the IRS rejected my return. I eventually had to mail the return, causing delays in processing time. I realize that security is important, but there should be another way to recover the Pin, such as through security questions or a security coded texted or emailed to me.

I had an issue with the state return from 2022 and when I called the 800 number I was told these was no support available sine there are no "tax experts" answering the phone. I have been using the software for 15 years and always remember seeing "We're here to help" at the end of the process. Apparently an empty promise! I will never use the product again nor recommend it to anyone!

The basis of this specific tax program involves a small accounting firm out of Cedar Rapids, Iowa and was the best of class at the time over 30 years ago. The owners of the software changed over the years with HRB the most recent. I have sought this tax software, regardless of ownership since that small accounting firm. They did that good of a job to impress me each and every year, especially as my tax needs become much more complex and complicated. I am professionally thrilled.