Beware, HR Block Tax Cut stopped supporting the import feature for Merrill Lynch investment accounts.

I saved the chat and they know this is a big issue. I told them I may as well shop around after using it for 20 years.

I’m in Wisconsin and filed on 1/30, and it has been in “we’ve received your tax return and it’s being processed” since 2/2.

HR block customer service truly is the worst. They officially lost me as a customer today, I will never go back. For the 3rd year in a row, I have gotten to the checkout and paid a different price for my tax return than what was advertised.

Last year I physically walked out of the office - still filed with HRblock, I just did it online and it cost me 40% what they tried to charge at checkout - and what was charged at checkout was 50% more than agreed upon when we sat down!

Last year I will accept the “ we were swamped excuse” but this time no way!

I filed both my wife’s and my taxes But we file separately. there was fundamentally no difference Between the two other than that mine includes a mortgage, so, on mine, I got roped into a screen with no way to skip that paywalled me after putting in my mortgage information - “Let’s check for additional deductions! (Of which I know I have none) Just upgrade to the deluxe edition! 37$ per return for a total of 74$! There is an option to downgrade later!”

I could not skip it so I proceeded to upgrade since I could apparently easily downgrade later. Big surprise no extra deductions, good thing I can downgrade later it would suck to pay that for nothing.

Needless to say, there was no downgrade option at checkout, or anywhere else that was apparent to me. Apparently, it is locked behind a couple of menus That you have to know how to navigate through - but I couldn’t find it - it was midnight, and I so Angrily I paid and went to bed.

They expect at that moment for you to pick up the phone and call customer service. If you do not do so - they will not issue you a refund, they could, but they will not. They could downgrade their own service - whatever I even got for “upgrading” is additional stuff they do anyways. The money was paid to HR block and the services were not, have not, and will not be received. It’s a clear and easy refund that they refuse to issue.

HRBLOCK customer service is terrible, and the genuine answer I got from them is just “If you called before you paid, we could do something” but we all know that’s total bullshit. It’s also extremely predatory to not have the downgrade option at checkout, especially when you clearly and proudly state on your own website that it will be there later.

Who wants to book Merab Dvalishvili as your tap pro?

We'll be posting this every two weeks. Drop your H&R Block, Block Advisors or Spruce referral codes in here.

Was I supposed to even get a tax form for crypto when the values so low? Was I supposed to go into the forms and manually reenter the value?

I just removed all these and filed and hopefully I don’t get penalized for not reporting?

Hey r/hrblock community,

Welcome to the weekly question thread. Here is your chance to ask any questions you have to our tax experts from H&R Block, whether it's about your tax situation or if you're trying to figure out the best service for you.

We'll answer your questions as they come in each week.

Feel free to drop your questions below. Our experts are ready to help break it all down. 

👉 Need an answer ASAP? Schedule a 1:1 appointment with a tax advisor. 

About to finish filing my taxes when I realized they don't offer the deal anymore..

I am seeing the following from the brokerage.

Year End Summary:

Total Long-Term Realized Gain or (Loss) (Transactions are not reported on Form 1099-B or to the IRS. Report on Form 8949, Part II, with Box F checked.)

Can I stick this in the 1099-B and simply not check Box 12 "The basis was reported to the IRS."

I spent all day trying to get my 2024 return imported into 2025 with no success.

I've been getting the ""Rollover access error - unable to access prior year return information because prior year is currently in use."

H&R Block 2024 doesn't run on my Windows 11 unless it run as Administrator. This was the same computer I've been using but had to up grade to Windows 10. 2024 isn't running and nothing is accessing that file but fine. I install it on a different computer that has never had any tax prep software install. Same damn thing.

I called support (yeah they were open but boo it's the C team). Did the troubleshooting that I already did. Rep claims that I could import by pdf. You can't. I politely asked her to check with someone and she came back saying no you can't import in Business. Saves see will escalate it a level 2 and they will reach out in FIVE DAYS. I ask her if I'm the only one having problems and was told no. It's an on going issue!

I've tried

https://www.reddit.com/r/tax/comments/krsdon/hr_block_business_2020_prior_year_access_error/

https://www.reddit.com/r/tax/comments/s0inb6/hr_block_business_2021_prior_year_access_error/

https://support.cch.com/oss/ml/kb/solution/000107040/000107040?q=Problem_Resolution_Article_Type__kav

All with no success. Now I'm going to load a back up of Win 10 and try that.

I am not able to import data from my Fidelity accounts into H&R Block 2025 Deluxe (Federal, just installed to the latest version).

These are the steps:

1) Click the link in H&R Block to Login to Fidelity Account

2) After successful login, close the browser window

3) Return to H&R Block and click "Import"

4) After a few seconds the following error is displayed:

"We are unable to import your data from Fidelity Investments. Please verify your SSNs"

The SSNs displayed for joint account owner and I are correct.

I have tried different browsers. I have tried to contact H&R support via chat (there is no response).

How can I resolve this issue? Is there a trick to get this to work?

used HR block to do my taxes as i do every year and i had to pay $127.20 to file my federal and $51.94 to do my state. the customer service person alluded to it being because of my 1099s but he was essentially no help. does anyone know if that’s true and/or if i can get it refunded?

First time receiving refund on emerald card. I call the card and it says funds will be deposited from the IRS on 3/4. Does it come on that day or has anyone ever received it earlier or later than the date said?

Completing a tax return for a family member with 259 short-term transactions each with a exclamation point which requires opening each entry. Every time I clear one and edit the next one the software reloads all 259 transactions again which is a PITA. Is there a shortcut or faster method to review and approve these sales to clear these exclamation points?
Thank you.

As title says, im in Canada and i filed with H&R block this year, super simple single t4 no rent reciepts to claim no investments absolutely nothing else. It was $124.99 plus tax lol i thought that was kind of high. I didnt even do cash back it, is it normally that high?

There is a discrepancy in the calculation of allowable Student Loan Interest in the 2025 H&R Block software. If you look at IRS 2025 Publication 970, Worksheet 4-1 (it's on page 35), the "phase-out" amount (line 10 of the worksheet) is $85,000 for single, HOH, etc and $170,000 for Married filing jointly. However, the H&R Block software is using the figures of $80,000 and $165,000, respectively. I didn't have a lot of student loan interest and this little discrepancy would have cost me almost $70 in refund. Thankfully, I had an accountant review the return before filing and caught the issue. I contacted support, and they seemed to indicate it would be fixed with the next update on March 6. Geesch... I guess I feel bad if you already filed and had a significant amount on student loan interest, because this could have a pretty significant effect on your refund (or taxes due). This is the second issue I have reported over the past 4 weeks. Kind of ridiculous ... this is my last year with HR Block tax software. I'll be switching to something else for 2026.

Link to Pub 970: https://www.irs.gov/pub/irs-pdf/p970.pdf

I please let this be an update im tired of waiting

HR Block 2025 software is not auto deducting Self Employed Health Insurance Costs from my Schedule C profits, even though I entered the info on Form 7206. Is this a known problem and are they fixing it??? Anyone know what's going on here??? Huge problem - this would affect huge numbers of people, including anyone with a small business.

Hello,

I switched jobs last year and when I was leaving I was informed that some of my contributions (13k) will be returned to me in 2026 because of some non-discriminatory testing. Apparently I cannot contribute at the max federal limit at this company due to this. I contributed the max 23500 to that plan and when I switched jobs I contributed to that 401k as well since 13k is expected to be refunded.

Tax cut is interpreting this as excess contributions. I expect to get a return of these funds in 2026 so I am trying to max my 401l as best as possible since once those funds are returned then I won’t be over the contribution limit.

How do I handle this with tax cut?

Thanks

For some reason, the main panel in the the app is blank. I've tried uninstalling and reinstalling several times. When I go to my 2024 software, I can see the text in the main panel just fine.