Those were the only offers to upgrade I encountered while preparing the sample returns. You’re also offered the chance to upgrade to have a tax pro review and sign your return for an additional fee before filing. Allow free e-filing of an amended return, if needed.Provide live, unlimited tech support from a product specialist via chat or phone (product support specialists help with login and technical issues you might have while filing - they typically don’t provide tax advice).Store tax documents digitally on H&R Block’s servers for up to six years (otherwise, they’re only available online until November).And after the accuracy review portion of the free online filing, H&R Block offers a chance to upgrade to “Plus” for an additional fee, which would: If you try to add income or tax breaks not allowed by the version you’re in, the software will prompt you to upgrade. The service adds as much as $85 to the cost of a package.Ĭompared to TurboTax, which subjects users to near-constant urging to upgrade to a more expensive package or purchase add-on features, H&R Block’s upselling is relatively mild. The company’s Online Assist provides unlimited on-demand help from a tax pro via chat or video and the ability to screen share with a tax pro. If you get stuck along the way, you can click the “Get expert help” button in the top right-hand corner - just keep in mind that extra help will cost you. Users can click the embedded links to get tips for answering on-screen questions. There are also plenty of FAQs sprinkled throughout, so if you aren’t sure how to answer a question or why it matters, clicking the embedded link brings up a helpful tip on the right side of the screen. A banner on the left-hand side of the screen keeps a running tally of the estimated federal and state refund or amount due throughout the process.Ī banner on the left side of the screen keeps a running tally of the federal and state tax refund or balance due. Such a problem could really derail an inexperienced DIYer and potentially even lead to significantly overpaying their tax return if they didn’t understand what was going on and reach out to tech support-or pay extra to get on-demand help from an H&R Block tax pro.ĭespite this issue, I found H&R Block’s interface to be pretty user-friendly. After spending several minutes going back through the interview forms, I couldn’t figure out how to fix the issue without deleting everything and starting over, so I gave up. On the Alabama state return, the software doubled their income, showing they had $260,000 of taxable income rather than $130,000 and owed taxes and an underpayment penalty. I did run into one stumbling block while preparing the sample return for a married couple filing jointly.
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