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I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

I just Googled "will h&r block tax software require windows 11? Reply: No, H&R Block tax software does not require Windows 11. The company's official system requirements state that the software is compatible with Windows 10 or higher, meaning it will run on both Windows 10 and Windows 11.  I've been loyal to TurboTax for over ten years, and I am very comfortable with it, but I refuse to purchase a Windows 11 PC just for one application.  Online version? No thanks. In light of the common occurrences of hacking and data security breaches, expecting a responsible person with common sense to upload their financial "life" to a cloud server is equally preposterous.  It seems to me the most practical solution is to switch over to the H&R Block application, which raises the question: Are there any TurboTax users out there who have experience with the H&R Block application? Honest, unbiased comments would be greatly appreciated. Thanks!

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12 Replies
M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

You might want to take note that your result is from a Google search and that can be unreliable at times or even misleading.

 

 

What I got was the following (read the last line carefully!)

 

"No, H&R Block does not require Windows 11 for its 2025 tax software. The minimum requirement for its Windows desktop software is Windows 10
 
The system requirements for the 2025 tax software (for tax year 2024)"
 
 
 
I also found the following on Reddit posted by a user that actually called Block support ~10 days ago:
 
"Well, I called and there was no commitment on whether the 2025 tax year software (filing in 2026) will work on Windows 10. They mentioned that the software will be available in early November."
 

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Thank you. Yes, I Googled it again, specifically tax year 2024: "will h&r block tax software require windows 11 for tax year 2024."

Reply:  

No, H&R Block tax software for tax year 2024 will not require Windows 11. The minimum requirement for the desktop software is Windows 10 or higher, which includes Windows 11. 
Key system requirements for H&R Block 2024 tax software: 
  • Operating System: Windows 10 or higher
  • Hard Disk Space: 170 MB (some editions require 190 MB or more)
  • Monitor: 1024x768 SVGA color monitor
  • Browser: Microsoft Edge or Internet Explorer 11.0 or higher
  • Internet Connection: Required for updates, state downloads, and e-filing 
M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?


@user17570948549 wrote:
No, H&R Block tax software for tax year 2024 will not require Windows 11.

WRONG TAX YEAR!

 

You want to know whether H&R Block tax software will require Windows 11 for the 2025 TAX YEAR.

 

2024 tax returns were due last April (or October 2025 with an extension filed).

 

2025 tax software is for returns due in April of 2026.

 

EDIT: Did you even bother to READ the post from the Reddit user who contacted H&R Block by phone?

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Thanks again. Yes, so I just now Googled: "will h&r block tax software require windows 11 for tax year 2025 software"
Reply: 
"No, H&R Block tax software for tax year 2025 will not require Windows 11
The company's 2024 software (used to file taxes in 2025) officially supports Windows 10 or higher. 
Since Windows 11 is newer than Windows 10, it is also supported. H&R Block has not announced any changes to this policy for the upcoming tax season."
If anyone has factual information to the contrary of the above reply, kindly speak up. I continue to look forward to hearing from anyone who has used TurboTax and H&R Block to kindly offer any insights, comparing the two competing products for personal tax preparation.

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Perhaps this new piece of information might be helpful. The following copy and paste, taken today, came directly from the H&R Block website. It seems consistent with the Google replies:

To install your tax software, your computer needs to be able to meet several H&R Block software system requirements. Without these basic requirements, the H&R Block Tax Software might not be able to function properly on your computer.

The H&R Block Tax Software minimum system requirements for Windows and Mac are below.

Windows:

Operating system: Windows® 10 or higher.
Browser: Internet Explorer® 11 or higher
Mac:

Operating system: Mac OS® X 10.15.7 or higher.
Browser: Safari® 15.6.1 or higher.
General:

Hard-Disk Space: 170MB
Monitor: 1024×768, SVGA color monitor
Printer: Compatible inkjet or laser
Speakers and Sound Card: For videos / animations
You’ll also need an internet connection to meet H&R Block software system requirements.

M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?


@user17570948549 wrote:
 
H&R Block has not announced any changes to this policy for the upcoming tax season."

Again, it's a Google search and the upshot is H&R Block has not announced any changes which, obviously, does NOT necessarily mean there won't be any (i.e., Windows 11 could be required).

M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?


@user17570948549 wrote:

Perhaps this new piece of information might be helpful.


No, it is NOT helpful since the stated requirements apply to the 2024 tax software (used to prepare 2024 income tax returns).

 

Again, read the post from the Reddit user who actually called Block support. He was simply told that the software would be released sometime in November and they were not aware whether there would be any changes in the system requirements (i.e., no commitment one way or the other).,

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Thank you.

M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Re your request for input on the H&R Block consumer-level tax prep software, I can tell you that users of those versions have posted on this board over the years with the opinions being somewhat of a mixed bag.

 

Most of whom I can recall stated that the software did the job BUT the consensus seemed to be that it was not as intuitive (i.e., user-friendly) as TurboTax and quite a few appeared to have switched back to TurboTax after trying Block for a year.

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

which desktop is better is a matter of personal preference. I started out with H&R decades ago, I did not like it after using it just one year, so I switched to TT and have been using the desktop version ever since. 2023 was fine. then in 2024 the TT developers went insane in revising the interview mode for the desktop version.  i would rate it a minus 10 (worse than what I remember about the H&R app). forms mode is still ok which is what I mainly use.  

**********************

I also did something else. I have a full PC and I took an SSD from a second computer and following great instructions available on the web installed W11 on it.  Then I installed TT 2024 with no problems. Open my 2024 tax file and everything appears as it does in the original W10 version.   Also installed MS office though i had some issues. I made the computer dual boot so I can choose between booting to w10 or w11. this post is through the w11 drive.  My computer does not have a TPM not even the 1.2 version and the processor is an intel I7 4000 series.  The worst problem encountered was with my printer which dates back to W95. there is no native driver in w11 and the maker doesn't offer any except a generic PCL driver. Installing that worked but it took a while to figure out all the adjustments that had to be done so it worked.  

 

so for $0 cost just time - a lot of it, I now have w11. 

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Thanks, yes, "mixed bag" is consistent with the online queries I've done so far, and "not as user-friendly" is also consistent. Assuming H&R Block software will be Win10 ESU compatible, it is still more attractive than replacing our otherwise fully capable and "dialed-in" PCs. I hope that Intuit will reconsider its stated policy in light of the Microsoft ESU program...

M-MTax
Level 12

I will gladly subscribe to Windows 10 Extended Support. Do any TT users have experience with the H&R Block software?

Regardless, my suggestion is still to buy your regular version of TurboTax, directly from Intuit, and try to install and run the software. If it does not work, you can always get a refund under their 60-day satisfaction guarantee.

 

After that, you could then buy the H&R Block (or TaxAct) software and see if that works. 

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