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

Website Twitter / X YouTube Facebook

Ready to Try H&R Block Premium?

Get started with H&R Block Premium and take your trading to the next level.

Get Started

✓ Easy setup • ✓ Trusted by traders • ✓ Automated tax reports

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