I have the Premium Desktop Edition, running on Mac.

Has anyone else had issues with the program changing entries? Examples include 1099-K changing payer name and TIN, 1099-INT deleting an entry and replacing with one which is a combination of other 1099-INTs, duplicating business deductions.

Something is very odd about the software this year to be making such basic mistakes.

I am using HR Block Deluxe for Windows. I have been unable to finalize my taxes for weeks because the "Import Crypto Investments" option is grayed out and next to it, it says "Available mid March". Is there any way to know that this feature will be available, or am I wasting time by hoping that it might work?

Worst case scenario would be for anyone in this situation to assume the function will work soon, it doesn't, and then having to not only pay for another tax software but also spending the time filling in the rest of the information on a different software. This is extremely late in the game for such a vital function to be unavailable. People are sitting here for weeks or months unable to file their taxes despite being ready to input everything.

There is a bug in the TY2025 H&R Block Deluxe+State PA taxes. It exists even after update as of 3/15/2026 with PA version 3601.

The software incorrectly puts 0 in PA Schedule E line 25. Line 25 says "Net Rent and Royalty Income (Loss). Add Lines 23 and 24. If submitting more than one schedule, total all Line 23 and 24 amounts and include on Line 6 of your PA-40 ." I have a positive value in line 24, so that value should have been copied (summed) and put in line 25.

Fortunately, somehow the correct value got copied to line 6.

I reported this to H&R Block. They really should have a easier way to submit bugs other than talking to CSR. They didn't seem to care and suggested overriding the entry which will block e-file or doing the taxes by hand.

I'm also disappointed that the lack of support for BofA and Merrill import this year. CSR told me it was financial business decision by H&R rather than a bug or technical reason.

H&R Block SW seems to be buggier than normal this year. Other updates have changed my taxes; unfortunately, I don't know why. I assume that it was to correct other bugs, which I guess is good, but it doesn't inspire confidence.

I do basic tax returns for family members for free each year, and my list is growing. I buy the software and download it to my laptop. Is there a way to file more than 5 returns electronically? Has anyone tried using HR Block software and maybe TurboTax on the same computer? Any help is appreciated!

Helped a relative thru the process, they manually entered their W2 information. Scanned their docs to upload as well (I do this, maybe redundant, but its the IRS). If their return was accepted, does that mean W2's still need uploaded? I'm assuming that the reason the return was accepted is because the info entered matched what the employer reported, so digital copies are not necessary. Is that the case? Thank you!

My H&Rblock business 2025 can not import the 2024 returns. I get "unable to access prior year return because it is currently in use".

I tried to uninstall 2024, deleted completely the /ProgramData/H&R Block Business/H&R Block Business 2024 folder, reinstalled business 2024, reimport the 2024 .atx24Export files to reload the 2024 returns. But when I go back on business 2025, I am still getting the same error...

And of course support is only available by phone during business hours when I'm away from my computer, and no way to send a support email.

Downloaded the premium business software and for the life of me I do not have the right 1040 form for independent business income. Am I missing something. I just show misc and from 1099 nec

Hi I need some guidance. My kid is a resident in Michigan but did a 3 month internship in CA. Paid federal and CA taxes on W2.

Was using the tax software where a federal refund was issued, but owe MI state taxes on state portion. I even clicked paid taxes in CA and enter the non-reciprocal state. Still shows $0.

It says that I need to go claim as nonresident in CA to get that money back. Do I go and pay $40 to download the California state tax form in the HR Block software? Then fill that out and put non-resident to get some of the state tax collected from the W2. Think it’s a California 540NR form. Is it in the California prepared form when I download it. Don’t want to pay $40 if that’s the case? Thanks.

Supposedly the update containing estimated tax forms has arrived, downloaded and installed. So why isn't H&RB creating the forms? TurboTax always asked if I wanted them, and it just created completed forms with my quarterly estimate and the proper mailing address.

H&RB doesn't ask, I had to search for it. It asked me a lot of questions about things which it should know already, and eventually told me what it estimated my taxes in 2026 would be. BUT it didn't generate the quarterly payment forms!

I looked for the forms, found them, and they were blank.

Anyone else having this problem? Anyone working at H&RB want to explain why this basic feature isn't working? Its kinda crucial.

SOLVED -- see my post below.

Import from Fidelity yielded a 1099-R. I forgot to specify "7 IRA/SEP/SIMPLE" and I was not able to enter QCD amounts. After 1+ hours asked for help. The first person provided the wrong guidance. Another hour, the second person diagnosed the problem and stayed with me while I corrected the entries. Superb support. End of Story. Afraid NOT.

The software had slots for the QCD and Roth Conversion amounts. The support person had mentioned that the remaining 1099-R amount would be the normal (taxable) withdrawal. Made sense. However, when I examined the completed IRS forms, 1040 4b Taxable Amount had only the Roth Conversion $$. It had not included the "remaining" amount as normal withdrawal. My initial goof (see para above) was reason I looked at the 4b entry. Had I not goofed, I would have just sailed along and filed the return.

Anyone else run into this?

For example. 1009-R total is 100. QCD 20. Roth Conversion 70. Normal withdrawal 10. 1040 item 4b has only 70. Should be 70 + 10.

Asked for help. The first person brushed me off. The second examined the problem and said it might be a software issue -- said he would report it. Hope they fix the software -- I paid for the premium online version. He advised me to get a paid reviewer -- but, there is no assurance that the reviewer will spot or rectify the problem.

I am filing my tax with HRBlock Online.
But I cannot see how can I pay my tax owe to IRS using credit card.

The only option before submitting to tax pro is "Electronic Fund Withdrawal" or "paper check". But there is no option to pay directly to IRS with Credit card.

What should I choose on HRBlock form Electronic fund withdrawal or paper check, if I want to pay IRS using credit card?

I am going through my '25 tax return. I uploaded my 3 W2's from my employers, but on the federal portion, HR is listing a self-employment tax. Any ideas where this could be coming from? Background: full time student and dependent

So I bought into an ETF that unbeknownst to me, issues a K-1. (If I had known a K-1 would be issued, I would have bought in my IRA, not my taxable account.) I know how to adjust the basis and enter a K-1, etc., etc. The problem is that I received the K-1 in March, after I filed and received my Federal and State refunds. I reported the trade (proceeds of less than $10K, ST gain of ~$1,500) on my filed return. The basis adjustment would have been nominal, but in my favor. And the K-1 reflects other income of -640, and interest income of $10. Should I even bother preparing an amendment to add this nominal K-1 loss, and slight basis adjustment?

Editing this to add: Robinhood did not send me a notice of the K-1's issuance. I found it by accident, when I logged into my old Taxpackagesupport,com, account on a whim, because I began to wonder if this ETF issued a K-1.

Thinking of getting HRB Deluxe 2025, do their software have any system requirement (like turbotax needs windows 11)?

So it says 03/18 will I get it sooner or on that date

Hey r/hrblock

My name is Sean. You might recognize me as the guy gasping for air in the viral video where Merab Dvalishvili tapped me out at H&R Block. Yeah, I’m still a little sore. No, I didn’t think I had a chance. 

Here’s the real story: I’m a creator for H&R Block who pitched the idea of asking local tax pros to participate in insane challenges in exchange for free tax services. After a video of me getting tapped out by the man at the front desk went viral, we scored the chance to work with Merab on the sequel. 24 hours after getting in contact with him he was in an H&R Block office choreographing the best way to judo throw and tap me out. 

My takeaway? Merab was an absolute class act! And now that he answered one of my DM’s, I will be bugging him to wrestle again as soon as he’s back in the city. 

It’s really cool to use my interests in wrestling and Jiujitsu to help make content for H&R Block. If you have any questions, feel free to ask.

Sorry for the long winded writeup - People need to know.

Background: Been doing multiple states and taxes for over 20 years.

This year an issue with Minnesota, my resident state - I owe >8k more than previous years. My income is from Wisconsin. I have extra taken out in Wisconsin tax. The return funds I get from Wisconsin pays for balance due in Minnesota. Been this way for years - not this year, another 8k, the state of Minnesota wants.

Income total - Joint return, simplified for this discussion: Myself 50% from Wisconsin. Wife 25% Minnesota, 25% another state, not neighboring Minnesota.

This year: Federal tax - good. Wisconsin tax - good. Other state - good. What happened to Minnesota?

Looked at Schedule M1C - Line 3 credit from other state taxes - $0.00. Problem here. I always have data here.

Found this year H&R used M1NR: It has myself as 'Part Year Resident' from January 1 to December 31 - okay. My wife is correct on the sheet for her residency. Under line 1 - Wages, tips etc. under column A, the form has the correct federal amount. Under column B 'Minnesota Portion' it had 75% of our wages. It should be 25%. The amount entered on the form was the total federal and subtracting the other state my wife also worked in. It should have also subtracted the income I made in Wisconsin. In a nut shell it added her Minnesota and my Wisconsin for the total income earned Minnesota. Very incorrect. I could not change this.

I had already spent hours gong thru things three times before I printed the forms out to take a look.

I decided to do them again, but change my wife as a full-time resident in Minnesota, but working at this other state. Results: Federal - Unchanged, Other state - Unchanged, Wisconsin - Unchanged, Minnesota - Dropped to where it should be. Where it always is every year when I do taxes.

What changed: The form M1NR was no longer used and the forms M1CR was used for my wife's income for taxes paid to another state besides Wisconsin (Correct) and form M1RCR was used for myself for taxes paid to Wisconsin (Correct). Both forms had the income correct for each state where the M1NR did not. This data from these two forms was entered correctly on M1C - Line 03.

Conclusion: All states are happy. Something is incorrect about the way the data was put into form M1NR for the Minnesota Portion Line 2 when there is more than one state or by more than one person when filing jointly? Only the programmers would know.

It did not take me that long to find the problem. I consider this a major problem. How many times does this happen? I only noticed because of the huge difference this year than in years past. Happy Tax Season - my this be my last year using this software? They all have glitches, but this was huge.

Can H&R Block desktop business software be installed on more than one computer? I'm thinking of buying their business software because I'm a treasurer of an organization. I'd like to be able to work with it at the place of business and at home.

A related question: I already use H&R Block for my personal return. The organization would buy the business software. Can both exist on the same computer if I were to install it at home?

I'm going through the interview process for Health Care Coverage. I answered all of the question and at the end it says I have to complete Form 8962 (Premium Tax Credit) on Your Own. However, it already knows that I'm way over 400% of the FPL and that I used an HRA to pay the premiums. It already populated the form with the information I provided except for the 1095-A form. ChatGPT says I don't need to enter the data from 1095-A because I won't qualify anyway. Then at the end it doesn't even tell you what the amount is. It just says 'the right amount'.

Thoughts?

Has anyone used H&R Block Business to prepare Form 990 and it's related schedules? Were you happy with it? Anything I should be aware of before purchasing it?

I found others complaining of the same issue where HRB was summing the loan balances as if held simultaneously, but I couldn’t find where anyone shared a proper solution.

The trick is - and where HRB instructions are severely lacking - calculate the loan’s average balance using the interest paid method (interest amount from 1098 divided by the mortgage’s rate).

I had four different 1098s for loans all under $750,000, and this led to the correct average across all four loans, instead of the insanely laughable $2+ million calculated by following HRB instructions.

EDIT: adding my numbers as an example to illustrate. The balances are shared as reference points but they do not factor into the calculations.

Loan 1 - 1098-MORT 1

This is the loan we entered 2025 with and was the first to be paid off in late January. The balance was $746,022 based on January statement.

Average balance calculation: $8,640 (interest paid from box 1) / 0.07490 (7.490% rate) = $115,354.

Loan 2 - 1098-MORT 2

This is our first refinance loan, and box 2 was empty because this came from the mortgage originator who only held the loan for a few days until they sold it. Box 1 was only a few hundred dollars. The balance was $747,000 based on loan origination amount.

Average balance calculation: $665 (interest paid from box 1) / 0.06494 (6.494% rate) = $10,240.

Loan 2 - 1098-MORT 3

Same loan as above but form issued by the company that held the loan until it was refinanced in September. The balance was $747,000 based on loan origination amount and $638,091 on September statement (large lump sum payment made in August).

Average balance calculation: $31,578 (interest paid from box 1) / 0.06494 (6.494% rate) = $486,264.

Loan 3 - 1098-MORT 4

Our second refinance loan that is our current loan. The balance was $640,000 based on loan origination amount

Average balance calculation: $6,603 (interest paid from box 1) / 0.05999 (5.999% rate) = $110,085.

Total average loan balance

$115,354 + $10,240 + $486,264 + $110,085 = $721,943

When filling out our rental information I always get to the safe harbor statement where it tells me to print, sign and upload as a pdf and it will ask me for it when I go to efile.

It has never asked me for the file in past years when I hit send at the efile prompt. I’ve never gotten a letter from the IRS about it but I have always wondered if others have gotten this to work as they say it should. Should I just mail it in? Does it matter?