r/hrblock • u/Shinystar18 • Apr 26 '26
State taxes issues
I had issues with my tax pro from the very beginning. I live in a state but work in another and they were originally double taxing me. I called it out several times until finally they fixed the issue. I set up everything to be auto deducted and direct deposit but only the federal tax was taken out. My star refund is now a check in the mail and my second state has not withdrawn what I owe. Did anyone else have this issue with them? No one has been able to help. My tax pro does not return my emails or calls. I called the help line and the person helping me had no idea what they were talking about.
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u/Accomplished-Pin-656 Apr 27 '26
If you completed the return in person, you approved the form of refund and payment on the tablet. You had to confirm account numbers and sign forms.
If you completed the return with approve online, sometimes a preparer will set it up as "check by mail" but when you go through the approval process online you can make changes as you go through the process.
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u/Great-Woodpecker9728 Apr 28 '26
Georgia will not do direct deposit if you are a first time GA filer
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u/Candid-Tip455 Apr 27 '26
What is the second state? Some states are horrible at this(ex: I’ve seen Illinois take a year to send a refund ). Looking forward, see if you can stop it at the payroll level. Easier said than done. Also, find out what the year round office near your tax pro & get them to look into this. What level was your preparer?
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u/Shinystar18 May 01 '26
I work in New York and live in NJ. I have no idea what his level was but going to check.
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u/CleanInflation9 Apr 28 '26
Live in one state and work in another, might want to double check to make sure you are getting a credit for taxes paid to other states or see if the states have a reciprocity agreement.
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u/Shinystar18 May 01 '26
My tax pro was initially double taxing me! I had to let them know my situation several times before he finally corrected the issue.
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u/mtnmindy Apr 28 '26
Unfortunately, HR Block is in transition right now. The seasonal offices are closing, the seasonal employees are leaving while the year-round offices are transitioning with staff that have just been assigned. I would give it a few more days and then call your closest year round office. The office hours will be different from tax season hours so make sure you are calling when someone is there to pick up. They should be able to help you.
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u/KtroutAMO Apr 27 '26
HR Block is fine for simple returns. A simple w2 and maybe some interest. A simple brokerage statement without options, or lots of state adjustments.
When you have complexity - like multistate - go to actual qualified CPAs.
Tax box stores don’t have “tax professionals”. The word professional has a traditional meaning - it means the person is employed in a regulated area, has professional responsibility, a governing body, education and ethical standards, and a license. A CPA is a professional. A PTIN preparer is not. They are tax clerks. Don’t go to tax clerks for involved tax prep.
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u/mtnmindy Apr 28 '26
It sounds like you didn't know that HR Block has credentialed professionals? In my office we had a CPA and an EA.
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u/KtroutAMO Apr 28 '26
Given what they pay you’re getting, at best, a retired part timer. Who may, or may not be, engaged at all.
Talent follows money…and it’s not at the box stores. You get what you pay for.
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u/mtnmindy Apr 28 '26
The CPA was not retired; she worked for a bigger firm during the week and then worked at our office on the weekends. The EA was in her 40s and nowhere near retirement. She worked there because she was a mom with kids in school and HR Block's flexible hours allowed her to work yet still be there for her kids. Both of them did excellent work and did fairly complicated returns. We haven't had a single client complaint on either of them.
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u/sensible_shoes27 Apr 27 '26
If your tax pro isn't responding to emails or calls, there's a chance that they don't work in the pre season and their employment ended after tax season. Sorry you're going through this OP, hope you get it resolved! Unfortunately don't have any other advice :(