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Top Tax Planning Software in 2024. Simplify tax planning with a user-friendly experience
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- Basics: While not perfect, H&R Block is our #1 pick for tax return preparation software because it is accurate and easy-to-use, has a generous free filing option, and puts the customer first. Pros: The interface is top-tier, and H&R Block doesn't try to upsell you nearly as much as TurboTax does.
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How does H&R Block's Online Filing software work?
H&R Block's e-filing tax products are intuitive and easy to use, and the free version offers filers a robust selection of forms.
- 5 min
Jan 4, 2024 · Here’s our take on H&R Block’s online software features, functionality and pricing to help you decide whether you might want to use it to file your 2022 taxes in 2023.
- Yes, but only if you fit a specific profile. Only taxpayers with the simplest returns—generally, this means W-2 income, unemployment benefits, clai...
- Yes, but only for customers who qualify to file a free federal income tax return. If you have to upgrade to the Deluxe, Premium or Self-Employed ve...
- If your employer or financial institution participates, you can import an electronic copy of your W-2 or 1099 form right into H&R Block. According...
- Yes. H&R Block offers two mobile apps. The H&R Block Tax Prep and File App is available on the App Store, Google Play and Amazon. You can file your...
- The Emerald Card is a prepaid debit card. H&R Block customers without a bank account can have their tax refunds deposited onto the card and use it...
- H&R Block Free Online
- H&R Paid Versions
- H&R Block User Experience
- Ability to Handle Complex Returns
- H&R Block App
- H&R Block Customer Service
I know many of my readers have very simple tax situations — maybe a W-2, some dividends from an investment app account, and a student loan balance — so I’m going to kick off this review by going over H&R Block’s Free Online option.
If your tax situation is even a little bit more complicated than that described above, you’ll probably need to utilize one of H&R Block’s three paid versions: Deluxe, Premium, and Self-Employed. I’ll go over the details of these versions in a bit, but right now I’ll go over the pricing of each.
H&R Block’s user interface is clean and unobtrusive. While sometimes I think it does assume a certain level of tax knowledge from the user, it makes up for this by providing foolproof options down the line.
The walkthrough above was based on a relatively simple tax return that qualified for H&R Block Free Online. However, no review would be complete without assessing the software’s ability to handle more complicated tax returns.
H&R Block has several apps, but the app that you use to prepare your 2019 tax returns is called H&R Block Tax Prep and File.
H&R Block offers two in-software options for customer service: the search function and the virtual assistant. These should be viewed as technical support — not tax support — options. There is also, of course, the option to pay H&R Block to have its team of tax professionals give you tax support as you file your returns.
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- 32 min
Feb 2, 2024 · The Bottom Line. H&R Block's friendly interface, extensive coverage of tax issues, and context-sensitive help make it an excellent online service for simple and complex tax...
- H&R Block
- Kathy Yakal
- Contributor
May 4, 2023 · H&R Block offers many guarantees for tax filers filing their taxes in person, online, or with its tax software. With its maximum refund guarantee, H&R Block will refund the plan fees you...
- Dana George
Apr 3, 2024 · Is H&R Block tax software right for you? Our unbiased review explains what H R Block offers, what it costs, and how it can make filing your next tax return easier.
Apr 8, 2024 · Article updated on Apr 8, 2024. H&R Block Review 2024: The Best Free Online Tax Filing Experience. A great option for taxpayers willing to trade some of TurboTax’s ease of use for a cheaper...
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