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Stocks & Traditional
H&R Block Premium
Investment tax filing with in-person and virtual CPA support options.
About H&R Block Premium
H&R Block Premium is the investment-focused tier of H&R Block's tax software, America's second-largest tax preparation company. It handles stocks, bonds, mutual funds, crypto, and rental property with both DIY software and optional CPA assistance — online, in-office, or via video. H&R Block imports from major brokerages and supports integration with crypto tax tools. Its unique advantage is the hybrid model: users can start filing online and seamlessly transition to a professional if they need help. H&R Block also stores 7 years of tax history for comparison.
Platform Availability
Web App Windows macOS iOS Android
Note: Also offers in-person filing at 12,000+ locations.
Pros
- Cheaper than TurboTax
- In-person CPA support available
- Hybrid online/in-office model
- 7-year history storage
Cons
- Less intuitive than TurboTax
- Crypto support requires extra steps
- Fewer automatic broker imports
- US-only
Features
Broker import for stocks and investments
In-person CPA assistance available
Virtual tax expert support
Crypto tax handling
7-year tax document storage
Schedule D & Form 8949 generation
Capital gain/loss optimisation
Rental property income support
State filing available
Audit support and representation
Pricing
$55/year (Premium — federal only), +$44/state
Supported Markets
StocksOptionsCryptoETFsBondsReal Estate
Community & Socials
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