H&R Block – 2023-2024 Tax Filing Software Review

H&R Block’s online tax software has a user-friendly interface that guides users through the process of filing their tax return with an interview-style format.

It also allows filers to import or upload their W-2 or 1099 forms into the software. However, if you need help from a tax professional, you will need to upgrade to a higher pricing tier or pay extra at your current tier. Additionally, H&R Block’s pricing is generally higher compared to its competitors.

H&R Block offers four different versions of its online tax software: Basic, Deluxe, Premium, and Business

H&R Block Tax Software Offerings

The Basic version includes e-filing for both federal and state taxes, as well as the ability to import W-2s and automatically import last year’s tax return from another provider. It also includes chat support and offers more tax forms than its rival, TurboTax.

The Deluxe version includes all the features of the basic version, as well as more deduction forms, a tool to help optimize charitable donations, and phone support. It is suitable for those who have a Health Savings Account, paid real estate taxes, or mortgage interest in the previous tax year.

The Premium version includes everything in the Deluxe version, as well as support for rental property income and expenses, cost basis for home sales, gifts, and inheritance assets. It is suitable for those who need to use Schedule C-EZ to report simple business income and deductions, and it allows for the import of expenses from popular tracking apps.

The Business or Self-Employed version is ideal for self-employed individuals or rental property owners with complicated income and expenses. It includes all the forms from the other versions, as well as the full Schedule C form and assistance with reporting business profits or losses. It also helps users take advantage of business credits and deductions.

How Does H&R Block Stack Up To Competitors?

H&R Block’s upselling efforts are relatively mild compared to TurboTax, which frequently encourages users to upgrade to a more expensive package or purchase additional features.

If you try to add income or tax breaks that are not allowed in your current pricing tier, H&R Block’s software will prompt you to upgrade.

After the accuracy review in the free online filing process, H&R Block offers the option to upgrade to “Plus” for an additional fee. This upgrade includes the ability to store tax documents digitally on H&R Block’s servers for up to six years, access to live tech support from a product specialist via chat or phone, and the ability to e-file an amended return for free if needed.

H&R Block Tax Filing Guarantee
H&R Block Tax Filing Guarantee

H&R Block also offers the option to have a tax professional review and sign your return for an additional fee before filing. These are the only upgrade offers that users will encounter while preparing their tax returns using H&R Block’s software.

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