Compare H&R Block VS Turbotax

Key Differences Between H&R Block and TurboTax for Tax Filing

Pricing Structure:
- H&R Block:
  - Free Edition: Offers free federal and state filing for simple returns.
  - Deluxe: $34.99 for federal filing, $9.99 for state filing. Ideal for homeowners and those with deductions.
  - Premium: $54.99 for federal filing, $36.99 for state filing. Designed for investors and freelancers.
  - Deluxe + State (2024): $39.99 (originally $59.99), both federal and state filing. H&R Block sometimes offers seasonal discounts.
- TurboTax:
  - Free Edition: Free federal and state filing for simple returns.
  - Deluxe: $89 for federal filing, $54.99 for state filing. Ideal for homeowners and those with deductions.
  - Premier: $149 for federal filing, $54.99 for state filing. Targeted for investors and those with rental property income.
  - Self-Employed: $189 for federal filing, $54.99 for state filing. Aimed at freelancers and small business owners.
Features & User Experience:
- H&R Block: Known for a clean and user-friendly interface with step-by-step guidance and strong support, including chat and screen sharing for paid plans.
- TurboTax: Offers an engaging, polished user interface with intuitive navigation, with varying support levels based on the package.
Customization & Branding:
- H&R Block: Provides basic customization options for forms and details, suitable for most tax situations.
- TurboTax: Offers more extensive customization options for more complex tax scenarios.
Importing Previous Returns:
- H&R Block: Allows easy importing of prior year returns, providing a smoother transition for new users.
- TurboTax: Supports importing previous tax returns from other platforms, but the process may be slightly more cumbersome than H&R Block’s.
Support & Onboarding:
- H&R Block: Offers unlimited chat and phone support for paid plans, with comprehensive resources for self-service.
- TurboTax: Provides various levels of support, including live assistance from tax professionals depending on the package.
Form Support & Complexity:
- H&R Block: Free edition supports a wide range of forms, including certain credits and deductions, and paid editions handle complex situations like self-employment, investments, and rental property.
- TurboTax: Free edition supports basic forms. Paid editions handle complex scenarios, though some users find TurboTax to be more expensive for these features.

Conclusion

Choose H&R Block if you prefer a straightforward, cost-effective solution with a clean interface and robust support options. The free edition is more inclusive, and the paid editions offer competitive features.

Choose TurboTax if you value a polished, user-friendly experience and are willing to pay more for higher-tier packages with additional features and support. TurboTax is ideal for users who value a seamless and engaging interface.

Pricing

Price Plans

$ 50.00

Basic

$ 69.00

Deluxe + State

$ 95.00

Premium

+ 1 more plans

$ 79.00

Turbotax

View Details

Free Trial
Lifetime Plan

Free Trial

Free Trial

Ratings

Overall ratings

4.4

6 Ratings & 1 Reviews

Features 4.0

Value for Money 4.4

Ease of Use 4.5

Customer Support 4.6

Likelihood to Recommend

See all H&R Block reviews

4.3

6 Ratings & 1 Reviews

Features 4.4

Value for Money 4.0

Ease of Use 4.4

Customer Support 4.6

Likelihood to Recommend

See all Turbotax reviews

Reviews

Verified customer reviews

Rating

Venkatesh B Feb 22, 2024

Rating

Shiva sikchi Feb 22, 2024

See all H&R Block reviews

Rating

vivek pratap singh Jan 29, 2025

Rating

shailesh samundre Jan 28, 2025

See all Turbotax reviews

Reviews with Video

See all (1)

TurboTax Review: Is It the Best Tax Software for You

See all (1)

Features

Tax Preparation & Filing

Federal & State Tax Filing
Automated Form Filling
Multi-Year Filing
Real-Time Calculations
Return Preview & Validation
e-File Support
Tax Extension Filing
Direct Deposit

Federal & State Tax Filing
Automated Form Filling
Multi-Year Filing
Real-Time Calculations
Return Preview & Validation
e-File Support
Tax Extension Filing
Direct Deposit

Income & Deductions Management

W-2 & 1099 Import
Self-Employment Support
Investment & Capital Gains Reporting
Rental Income Management
Charitable Contributions
Medical & Educational Expenses
Dependent Credits
Retirement Income & Contributions

W-2 & 1099 Import
Self-Employment Support
Investment & Capital Gains Reporting
Rental Income Management
Charitable Contributions
Medical & Educational Expenses
Dependent Credits
Retirement Income & Contributions

Compliance & Audit Support

Tax Law Compliance
Automatic Updates
Error Checking
Audit Risk Assessment
Audit Assistance
ID Validation
Self-Employed & Gig Worker Compliance
Nonprofit Support
Franchise Tax Compliance

Tax Law Compliance
Automatic Updates
Error Checking
Audit Risk Assessment
Audit Assistance
ID Validation
Self-Employed & Gig Worker Compliance
Nonprofit Support
Franchise Tax Compliance

Business & Enterprise Features

Business Tax Filing
Payroll Tax Management
Sales Tax Management
Multi-State Support
International Reporting
Nexus Management
Asset Depreciation

Business Tax Filing
Payroll Tax Management
Sales Tax Management
Multi-State Support
International Reporting
Nexus Management
Asset Depreciation

Integration & Automation

Accounting Software Integration
Financial Data Import
E-Signature Integration
Estimated Tax Automation
API Integration
Third Party Integration

Accounting Software Integration
Financial Data Import
E-Signature Integration
Estimated Tax Automation
API Integration
Third Party Integration

Security & Data Protection

Data Encryption
Two-Factor Authentication (2FA)
Fraud Protection
IRS Security Standards
Data Backup
Role-Based Access Control (RBAC)
GDPR and CCPA Compliance

Data Encryption
Two-Factor Authentication (2FA)
Fraud Protection
IRS Security Standards
Data Backup
Role-Based Access Control (RBAC)
GDPR and CCPA Compliance

Analytics & Reporting

Cryptocurrency Reporting
Customizable Reports
Tax Planning & Forecasting

Cryptocurrency Reporting
Customizable Reports
Tax Planning & Forecasting

Gallery

All Videos & Images

See all (4)

Specifications

Deployment

Web based
On Premises

Web based
On Premises

Device Supported

Desktop
Mobile
iPad
Tablet

Desktop
Mobile
iPad
Tablet

Supported Platforms

Windows
Mac OS
Android
iOS
Linux
Ubuntu

Windows
Mac OS
Android
iOS
Linux
Ubuntu

Languages support

English

English

Compliance Regulations:

COPPA
HIPAA
CCPA
CPRA
ECPA

COPPA
HIPAA
CCPA
CPRA
ECPA

H&R Block vs Turbotax Comparison FAQs

Software questions,
answered

The key differences include pricing (H&R Block is generally cheaper), support options (H&R Block in-person vs TurboTax online), free-tier coverage (H&R Block covers more), and user interface/automation (TurboTax is more advanced).

It depends upon your requirements. H&R Block is better if you want value and in-person options. TurboTax is better if you want advanced digital features and premium support.

H&R Block's base pricing starts from $99 + additional state fee. However, TurboTax offers better pricing plans with DIY (free tier), Assisted plan at $79, and Full service at $129.

Generally, H&R Block offers better pricing for most individual users when comparing similar tiers.

Even for complex returns, H&R Block tends to be less expensive in many comparable tiers. However, TurboTax may provide more advanced features that justify the cost.

H&R Block offers online assistance plus the option of physical branch offices. TurboTax offers strong online/live tax-pro support but no branch offices.

Evaluate your tax complexity, comfort with online filing, desire for in-person help, budget, and need for automation. Use the tables above as guidance.

Yes, for many filers, H&R Block can be a full substitute, especially if your needs are moderate and your budget is a concern. If you want the highest level of digital automation and guidance, you might stick to TurboTax.

For many users, H&R Block is more cost-effective because of lower pricing, a stronger free tier, and sufficient features.

TurboTax offers more advanced import capabilities (e.g., large crypto transaction lists, brokerage integrations), a very refined UI, and a more sophisticated live tax-pro online/virtual review option.

User reviews for TurboTax are very positive for ease of use and support. Some users of H&R Block report satisfaction with value and branch access, though there are criticisms over workflow glitches.

A Quick Comparison Between H&R Block vs Turbotax

Choosing any software for your organisation is a crucial decision. As a decision maker, you must ensure that the software you choose addresses the pain points of your teams and reaps maximum benefit for you.

H&R Block vs TurboTax: Which Income Tax Software Helps in Best ITR Filing?
Key Differences Between H&R Block and TurboTax
H&R Block vs TurboTax Comparison Table
Detailed Feature Comparison of TurboTax vs H&R Block
User Interface & Import Automation
Support & In-person Options
Complex Return Support (Investments, Self-Employment, Rentals)
Free Tier and Eligibility
When to Choose H&R Block or TurboTax?
Final Verdict: TurboTax or H&R Block?

H&R Block vs TurboTax: Which Income Tax Software Helps in Best ITR Filing?

Choosing the right tax software is a major decision. On one side, you have H&R Block, a long-standing name in tax services with online software and in-person options. And on the other hand, you have TurboTax (by Intuit), perhaps the most widely recognized DIY tax filing solution with strong online workflows.

If you value having access to physical offices or want flexibility between online and in-person support, H&R Block may appeal. If you prioritize a polished digital experience, seamless imports, and step-by-step guidance, TurboTax might be your pick.

In this guide, we’ll cover the key differences between H&R Block and TurboTax, show you a head-to-head comparison table, dive into detailed feature comparisons, highlight when to choose each platform, and finally deliver our verdict.

Key Differences Between H&R Block and TurboTax

Free Tier Coverage: H&R Block’s free version supports more forms and filings (including state) than TurboTax’s free edition.
Pricing for Paid Tiers: Generally, H&R Block tends to cost slightly less than comparable tiers of TurboTax.
Support & Service Options: H&R Block offers the option of in-person filing at branches. Whereas, TurboTax emphasizes online and live-video tax-pro options.
User Interface & Automation: TurboTax has a more refined digital experience and stronger import capabilities. On the other hand, H&R Block holds its own but with fewer bells and whistles.
Best User Case: H&R Block suits those who want flexibility/moderate cost. And, TurboTax suits those wanting premium guidance and seamless digital workflows.

H&R Block vs TurboTax Comparison Table

Platform	Best For	Key Features	Pricing / Availability
ChatGPT	General-purpose chat, idea generation, coding, multitasks	Handles text/audio/image, broad model ecosystem, agent-skills emerging	Starts at USD 20/month
Perplexity AI	Research, quick factual answers, search engine replacement	AI-powered search, citations, handles web content answer generation	Available on request
Claude (Anthropic)	Enterprises needing long-context, safe reasoning, complex tasks	Low hallucination rates, strong with long docs, code, multilingual support	Starts at USD 17/month
Jasper AI	Marketing, content teams, copywriting at scale	Long-form editor, SEO-optimized content, workflow automation for marketers	Starts at USD 69/month
Microsoft Copilot	Office productivity, enterprise users within Microsoft ecosystem	Integrated in Word/Excel/Teams, drafts text, analyzes content, connects to Microsoft Graph	Starts at USD 99/year
AgentGPT	Developers, tech-savvy users building custom autonomous AI agents	Create custom agents, define tasks/goals, exercise automation workflows	Starts at USD 40/month
Lindy AI	Teams automating workflows (emails, CRM, meetings) without code	No-code AI agents, automates email inbox, meetings, tasks, integrates with CRM	Starts at USD 49/month with 5000 credits

Detailed Feature Comparison of TurboTax vs H&R Block

User Interface & Import Automation

TurboTax shines with its guided interview style, highly refined interface, broad import of W-2s, brokerage and crypto transactions, and mobile-to-desktop continuity. On the other hand, H&R Block also offers a modern interface and supports imports, though some user feedback points to a less fluid workflow.

Verdict: If you file often and like slick automation, TurboTax has the edge, but if you’re fine with a straightforward workflow and moderate support, H&R Block works well.

Support & In-person Options

H&R Block’s standout is its physical presence. Thousands of branch offices allow you to switch from online to in-person help or hand off to a professional locally. In contrast, TurboTax offers online-only but very comprehensive digital tax-pro access (screen sharing, video calls, full service).

Verdict: If you need face-to-face help, H&R Block may win. However, if you’re comfortable online and want advanced digital support, TurboTax is strong.

Complex Return Support (Investments, Self-Employment, Rentals)

Both platforms support more complex filings (Schedule C, rental property, crypto, K-1s) through higher tiers. H&R Block supports these with solid features. E.g., Premium tier covers stocks, rentals, and crypto. Whereas, TurboTax frequently leads in sophistication with deeper brokerage/crypto import, more business deduction prompts, and smoother workflows.

Verdict: For freelancers or investors, TurboTax might offer a smoother ride. For moderate complexity and cost savings, H&R Block is adequate.

Free Tier and Eligibility

H&R Block’s free tier covers more forms and allows more filers (including unemployment income) than TurboTax’s free edition. On the other hand, TurboTax’s free offering is more limited, and often filers must upgrade to paid tiers. So, if you believe you qualify for free filing, H&R Block may cover your scenario.

When to Choose H&R Block or TurboTax?

Use Case	Best Platform
You have a very simple return and want a free/low-cost option.	H&R Block
You want the best digital experience, imports, and guidance.	TurboTax
You need in-person help or branch access.	H&R Block
You’re a freelancer, investor, or have complex income streams.	TurboTax
You prefer value over premium features and are comfortable doing it yourself.	H&R Block

Final Verdict: TurboTax or H&R Block?

In the showdown between H&R Block and TurboTax, there’s no universal winner. Rather, it comes down to your priorities. If you seek cost-efficiency, a broad free tier, and the availability of in-person support, H&R Block is a solid choice.

However, if you want a top-tier digital user experience, advanced imports, streamlined workflows, premium support, and you’re willing to pay a bit more, TurboTax may be worth the investment.

Reach out to our software experts for a free consultation and demo to help you choose the best tax-filing platform for your needs.

Author: Techjockey Team

H&R Block VS Turbotax