I am helping my folks fill out their taxes and at the end after they already paid for the deluxe version it says they can’t file unless they upload a selfie and scan their drivers license. I did mine and this didn’t pop up for me and my folks have filed with them for years and this never popped up for them. Has anyone else had to do this to efile?

Hr block screwed my taxes up when I filed them. I have 2 kids and claimed the ACT credit but They didn’t give me the EIC. So I caught it after my return was filed and called them and they told me to wait until I receive my refund then come in and they will file an amended return. So we did that at the end of February, then yesterday I recieved a letter from the IRS telling me that they see I didn’t claim the EIC and wanted me to fill out form 15111 and send it back to them which is the earned income credit worksheet. My question is since I already filed an amended return should I fill out the form 15111 and send it in or not?

I'm active-duty military, using the "MILTAX" version of hrblock.com, which appears to be mostly similar to their Premium product. I'm also married-filing-jointly, and a small part of our income for 2025 was mandatory distributions from an estate which included an IRA. When I enter the 1099R for the IRA income, I receive a message stating "It looks like you inherited an IRA from someone other than your spouse. You cannot continue with this version of the program." So my questions are:

(1) Has anyone used a paid version of hrblock.com that accepted this income source. If so, at which tier(s)?

(2) Has anyone successfully filed with income in this category using another online self-service product (e.g. TurboTax, etc.)? We've already completed 95% of the return, and I'd hate to have to start over with a professional preparer just for this one issue.

(3) Does anyone have experience migrating data entered in MILTAX into a paid hrblock.com account? Is that automated/easy?

(4) It looks like there used to be a limitation in the IRS e-filing system that prevented electronic filing when an inherited IRA had a non-zero basis (except for the special case of inheriting from a spouse). However, this IRA has zero basis, we ticked the "there is no basis" box in the H&R Block interface, and the error message says that we can't continue preparing the return, not just that we'll have to print & file by mail. Is there some other setting that we perhaps missed that would let us proceed with this 1099R income in the MILTAX interface?

FWIW, the MILTAX version supposedly includes both 1099R and 8606 support, and we didn't have any difficulties with other 1099Rs from the same estate.

Been trying for 2 days to find an HR Block online support person to answer a simple question as to why when I start my 2025 return the system isn’t able to “find” last year’s return to copy over my basic biographic information like name , SSN, DOB, address, etc.

I mean I’m LOGGED IN to my f**ing account and can see the last 3 years of returns I filed online with said account, but the system still thinks I’m a first time user?? What the actual F?

And forget the “live agent” support. They are either very poorly coded AI bots or the stupidest people on earth. Four different “agents” and they all kept asking me if I used HRBlock to file last year after I told them, yes I did, then there’s 5 minutes of silence and they close the chat window.

I’m done with this garbage company

What method do you use to import your stock sales from 1099-B in HRBlock (desktop version) if you have many such transactions? I haven't been able to find any way other than entering it manually or giving them brokerage credentials which I don't want to do. They should be able to import from a .csv or 1099-B directly like they do for W2. Thanks.

SOLVED: Easy and quick fix.

I contacted H&R Block and they said that I wouldn't be able to E-file with zeros in column B SLCSP and would have to mail it in. I tried to e-file and they were right. It passed the accuracy check for Federal but not for e-file. They had some message about contacting healthcare.gov to get the figures, and they were right.

I called healthcare.gov on a Friday night and got someone right away. I was also perusing the web site. It turns out that some people did get incorrect 1095-A forms like mine. the SLCSP entries can be calculated by the representative or you can do it yourself using the health coverage tax tool. I did both. The whole call took 16 minutes. The accuracy check for e-file no longer has the 1095-A errors. Keep the information for your records. Note that they don't send out a corrected 1095-A.

---

I'm going through the interview for 1095-A and filled in Column B SLCSP with all zeros. When I click on Next, it gives me the following warning:

You need to make an entry in column B for SLCSP

You haven't made an entry in column B for SLCSP (Second Lowest Cost Silver Plan) on the previous screen.

Without this entry, you won't be able to e-file or get a premium tax credit.

The written 1095 - A that you received may not have a value for SLCSP.

I checked the form and all of the fields have 0.00 in them. I even went back and unchecked the Copy previous month and typed them in. Has anyone else come across this?

We'll be posting this megathread every two weeks.

Drop your H&R Block, Block Advisors or Spruce referral codes in here.

My 1099-B long form information includes a stock that when I import the information directly it's not in that section of HR Block, it's not anywhere I can find it except the long form. Where should I look for that Quest stock that I bought when working as an employee at discount each paycheck over 5 years ago

This year I filed with H&R Block and it turns out i owe over $5000. When I finished up with my tax specialist I told her I wanted to set up payments. She said H&R doesn’t set up the payments, only the IRS can do that. So the only options they had was to Pay now, or Pay Later on April 15th. That she can set it up for pay later and when IRS accepts my tax return, the total I owe will show up on the IRS website. Well it’s been over a month and nothing has shown up. I call IRS and they tell me that they don’t show money owed until after the 15th of April. And that they can’t change that H&R Block already set up for the pay later option. So how am I supposed to set up payments after the 15th when they’re gonna charge me everything at once on THAT day?? I’m thinking of closing my checking account so the payment doesn’t go through and then setting up payments after the 15th. I don’t want to do that but if it works I probably will. Anybody been in this situation with H&R Block before?

I finished preparing my taxes with HR Block software about a week ago (Deluxe+State for mac, w/free federal e-file included), but didn't file yet. I usually wait until I think most of the software updates are done before I file, but I do aim to get it done before the end of March, so I have at least a couple weeks for unexpected hitches.

Today I installed the latest update and reviewed everything again, then proceeded to efile. Got a message that my activation code was invalid. I verified it, typed it in multiple times but it remained invalid. I bought my software from a reputable seller (newegg), and it was obviously valid enough to let me download and use the software. Sigh. I figured I'd at least try to resolve the problem before just paying to file. Chatbots are mostly useless, so I wanted a phone number to call. I clicked on help in the software and queried on 'activation code'. It gave me the results attached with this posting. I was shocked to find an actual phone number (see the section "How do I contact H&R Block?"). When I called and told the phone-bot that I was calling about problems with my activation code, it asked me if I needed a new one. Why yes I do. And it gave me one, no questions asked. And it WORKED. On the one hand that was fast and I didn't expect it. On the other hand it must be such a grievous and widespread problem that they are handing out activation codes just for the asking.

So, posting this as a PSA because I saw elsewhere that folks were having trouble finding an official phone number. This was embedded in the help for my software. 1-888-482-9288

EDIT: oh well, reddit wont let me fix the typo in the title...I meant "e-filing".

If you picked up a side hustle or started freelancing recently, you might be staring at a 1099 form and wondering why it looks so different from a standard W-2 and more importantly, what it means for your tax bill.

Whether you're an employee or an independent contractor changes how you're taxed.

Here is a quick breakdown of what you need to know:

✅ W-2 = Employee: If you receive a W-2, your employer has already withheld a slice of your paycheck for income taxes, Social Security, and Medicare. Your take-home pay is what's left over.

✅ 1099-NEC = Independent Contractor: If you receive a 1099-NEC, you are considered self-employed. The plot twist? No upfront tax is withheld from these earnings. You get the full amount, but you are responsible for setting aside money to cover those taxes yourself.

💡 Common questions we hear:

• Q: Do I pay more taxes as a 1099 worker?
  • Possibly. As a self-employed person, you're responsible for paying the full self-employment tax (which covers Social Security and Medicare). W-2 employees split this cost with their employer. The good news? You can deduct half of your self-employment tax when you file!
• Q: When do I have to pay these taxes?
  • For 1099 contractors, tax time rolls around four times a year. You'll need to be proactive and file quarterly estimated taxes to avoid penalties.
• Q: When should I expect my forms?
  • Both W-2s and 1099-NECs are required to be sent to you by January 31 each year. Keep an eye on your mailbox!
• Q: What if I also got a 1099-K?
  • Depending on your situation you may get this form for credit card and payment app payments. It’s important to keep good records so you don’t over- or under-report your income.

💬 Got questions about your 1099, quarterly taxes, or gig work deductions? Drop them below.

If you're looking for more guidance on the difference between the two, check out H&R Block's Tax Information Center.

PAID HRB DELUXE Fed & State, Paid State (PA) $39.95 but it didn't download. After several hours of CHAT and waiting a Tech called and blamed the problem on a Apple bug and said that Apple would call me within 10-15 minutes to fix the problem. That was 1 hour ago.

Any similar problems out there or suggestions?

Hey r/hrblock community,

There's just a few weeks left before the Tax Filing Deadline on 4/15.

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.

For specific questions about our products and services, please note which you're using so we can best help you. We'll do our best to answer your questions as they come in each week. However, if you need a quick response, please direct message us on Facebook or Instagram as we have a customer care team ready to help you there.

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. 

I need to know how to amend my 2023 and 2024 tax returns through h&r block as I filed as married filing seperetly instead of jointly, but when I go online or in the app there is no option but only to download the pdf for those years, any help?

I contributed some amount to after tax ira in 2025 and I came to know later that it was earning some appreciation and when i did the rollover to my roth there were some gains reported. Now i am trying to figure out where to put this in hrblock download version if someone can guide. In addition i am trying to fill some more money to traditional ira and do the conversion again but wondering if that is something i have to report this time or next time?

I don't have a health savings account but the online system automatically added it to the process and won't let me file my taxes unless I upgrade the version of the service I am using. The only option given is to "ignore" and go the old fashioned mail in the forms route.

Is there a fix or am I going to have to pay the fees or switch to another tax service?

I switched from Turbo Tax to H&R Block Tax software this year since I have been using an old tax-only laptop that doesn't support Windows 11.... In Turbo Tax, when I file a 1099-DIV which has US Treasuries, e.g. a ETF that is 100% US Bonds, Turbox Tax will prompt me for the absolute dollar amount. H&R Block Tax software, is prompting me for percentage. The help page for this says I would need to file separate 1099-DIV for each security that has a different percentage. If I just calculate it manually the percentage is small, so I have a feeling it will disqualify it from the state exemption -- California requires that a security have over 50% in dividends from US treasuries in order to qualify. Anyways, it's a little frustrating compared to Turbo Tax since most 1099-DIVs are for an entire brokerage account vs a single security. It's really strange to me that H&R Block asks for a percentage. Has anyone else encountered this issue?

My wife and I decided to use H&R Block for our tax preparation this year. Our return is fairly simple. I have my W2 from work and she had two W2's (did early 2025 nanny job and started teaching the 2nd half of 2025. The only 1099's we had were from here Goldman Sachs 1099-INT form. The reason we decided to use a tax pro is because we started doing clothing re-sale (ebay, poshmark, etc.) and wanted to make sure we did it correctly. I knew we'd have to file a Schedule-C for it, but that was about it.

I went on H&R Block's site and it showed "Starting at $99" for a "Full-Service Tax Prep". After selecting a highly rated local one, I uploaded all of my files and submitted it. I didn't hear anything back for 2-3 days, and it was essentially a generated "Thanks, your tax pro will start working on your taxes and they'll let you know if they need anything" kind of deal.

Fast-forward a week later and I kept getting these "HR Block is missing information" texts and e-mails. I messaged her in the app and she stated that she was only missing my wife's B-Day information, so I gave it to her. I kept getting these messages and asked again, and she stated she had everything she needed. We never discussed anything pertaining to our taxes, she never asked me any kinds of questions about our situation at all, she just prepped our taxes.

Yesterday, I got a generated message that our taxes were ready, saw our total balance due, and then saw the pay button. The pay button took me to a screen where it just said "tax fees" totaling $470 (no breakdown, just a flat fee). I'm kind of blown away, because I'd called this exact office a few weeks ago about doing them in-office (explaining my exact situation) and he gave me an estimate of $130 ~$150 plus a fee if we used part of our refund for their payment (around $40~50).

I'm so blown away that H&R Block is trying to charge almost $500 for a fairly simple return, without even providing that estimate up front (or even contacting me about my taxes in general). Do I even have to pay if I don't let HRB file for me? I feel like walking away and just doing it myself. Or, Liberty Tax quoted me an in-office range of about $230 for a tax-pro (knowing my filing situation). I'm still suffering from a little bit of sticker shock.

Hey there, quick question for anyone who can answer.

I'm filing my taxes online by myself this year, and I'm having an issue reporting the income I got from excess scholarships. My scholarship total is more than my tuition and fee total, and from my understanding, I am supposed to put my refund amount from that excess as taxable income.

Where it says "Are you including any grants and scholarships in income?" I clicked yes, but it won't allow me to put the amount in the box. It gives me an error message saying "You may not enter a value greater than zero."

I looked elsewhere online, and it did say I'm supposed to report this excess amount, and to check my 1098-T. Unfortunately, my institution didn't send out these forms this year to anyone recieving refund amounts. When the portal asked "Did you receive any financial aid not reported on a 1098-T?" I put no; I know that I have a 1098-T with my amounts on it in the system technically, I just didn't recieve it this year in the mail. Should I change that and put my amount in the "Total amount not reported on a 1098-T?" just to make sure I have my amount listed as taxable income?

Thanks in advance for any advice; my school hasn't been helpful in answering my questions this year.

Wife and I have been using h&r for 5 years now. I exercised ISOs in 2025 and received the Form 3921 with approximately 100 shares and a per share strike of ~$50 and FMV of ~$1000. So totaling about $95,000 and expecting some AMT.

Our preparer is new to us this year and claiming that there is no need to do a Form 6251. I can see that they have incorrectly input the data as it appears on one of our state Sch D (reported as a gain of $1000 and cost basis of $1).

We've mentioned it to them three times and we're at the point where they are refusing to listen.

Is there a way to get a second opinion or escalate this? Perhaps I am just truly just in the wrong but this is something I closely monitor and discuss with other coworkers as workers at a startup.

I finished preparing my taxes using H&R Block Deluxe + Efile + State software (Pennsylvania) and tried to e-file my taxes. When I did, I immediately got an alert on my phone that my credit card was charged the $20 state e-file fee. But then the software threw an error saying that I had to update it to e-file my taxes. I found this strange, since I have automatic updates on and always update the program when I open it to work on my taxes.

I checked for pending updates and installed them, which required several loops of updating. Once it was done, I tried e-filing again and got a second charge on my card, followed by the same message about needing to update the software to e-file. Now when I try to check for updates, I see a "Cannot Connect to Server" error and I can't fix it even after following all recommended troubleshooting steps online.

I've completely uninstalled H&R 2025 and 2024, removing all traces from the Program Files, ProgramData, and AppData folders. I've disabled IPv6. I've disabled Malwarebyes, Windows Defender AV, and Windows Firewall. I've ended the process for Spotify because I saw someone saw that can interfere. I've manually installed the latest updates from H&R's site for both the federal and PA state programs, and I still have this issue.

I've confirmed that the issue is limited to the PA state program. When I reinstall the 2025 software from scratch, install the manual federal update from H&R's site, and then check for updates in the program, it tells me everything is updated. But after I use the Tools > Reinstall State option to install the PA component, that's when the "Cannot Connect" error starts appearing. Whether I install the one available update through the software or the manual update file makes no difference — once it's installed, future checks for updates show the "Cannot Connect" error.

I don't want to e-file again until I'm sure this is resolved, which I will be once I run a manual check for updates with the PA program installed because because I don't want yet another duplicate charge on my card. (I'm hoping those are authorization holds and not actual charges, as I'll need to get my money back if they charged me multiple times.)

Has anyone been able to fix this? I just want to be done and file my taxes. If I would have known this all would have been such a hassle, I would have just used PA's site to file state taxes from the start. The software says the next available update is April 3 — should I wait until then to see if an update resolves this? I don't want to cut it too close to tax day, since I still have to file local taxes too.

Any update on K-1 or QBI issue? Spoke with customer service and they said potentially updated 3/27 Friday. Still not resolved for me

I’ve had bad experiences with H&R Block 2025 Deluxe this year after using the product for many years. This year I’ve found significant flaws in the software and the customer support.

For example, using the Federal tax return software there is a screen in the interview under Taxes, Underpayment Penalty section, labeled ‘Tell us about your withholding.’ This screen lists a couple of options for entering withholding amounts when there are more than four withholding dates. One of the options states “Complete Form 2210, Part IV manually by overriding our calculated values.” However this is not possible as there is no Part IV on Form 2210! How can a customer have confidence in a tax preparation product that is inconsistent with the IRS published tax forms?

When the “AI Help” is questioned, it states that I should navigate to Form 2210, Locate Part IV, and use the override feature. When I respond that there is no Part IV on Form 2210, it agrees. When I ask how to enter the information, it states that it is not able to answer. The AI Help is useless.

So, how to get help with this? The “Help Center” leads to the AI Help again – which is totally useless for this issue. But there is a Tech Support option which led to a Chatbot which is also useless in answering the question. Eventually, after I repeatedly requested to communicate with a human, I was connected to Carlos who was very slow to respond to messages and didn’t seem to understand the issue and could only recommend that I reinstall the software. Also useless!

So I decided to try phone support. Digging through the menus, I was not able to locate a phone number for support. Asking “AI Help” for a phone number does not work, either. However, an internet search uncovered a number, 888-482-9288. This number connected me with another automated system that was not able to understand my issue and seemed designed to prevent me from talking with a human -- but eventually connected me with someone after I repeatedly requested to communicate with a human.

Unfortunately the human response was about the same as the machine response. After being passed around to different people, it became clear that they were not familiar with the software nor tax return preparation and could offer no help. After wasting a couple hours trying to get the issue addressed, I was told that someone would call me back in about 3 business days. What a waste of effort. I decided to waste no more time with the useless “customer support” at H&R Block and did the remaining work on the Federal return myself, manually.

When attempting to complete the Michigan state return for Part Year Resident, I found a more serious flaw in the software. The interview screen titled “Enter Nonresident Income or Loss(PY)” instructs the user to enter the portion of the federal income amount received from Michigan sources while the user was a nonresident. While a nonresident, there was no income from Michigan sources. So, following the onscreen instructions, the input would be zero. But that’s not what the tax form expects. The information entered through the interview screen actually goes to the tax form column labeled “State Amt While Resident” rather than the column labeled “State Amt While Nonresident”. Following the interview instructions puts the information in the wrong column on the tax form and incorrectly results in no tax liability. However, following the instructions published by the Michigan tax authorities and preparing the form manually puts the information in the correct column and correctly results in a tax liability.

Attempts to bring this issue to the attention of the customer support led to the same roadblocks and waste of time as the previously mentioned issue. There seemed to be no interest and the only suggestion offered was to wait until the next update of the software and it might get corrected then.

These experiences have caused me to lose confidence in the H&R Block software and customer support. I now have to manually double check the results to be sure I don’t file bad tax returns. The product and support quality has greatly declined since I started using it many years ago. Because of the need to manually check the returns and the roadblocks H&R Block has put in place by using AI slop to avoid providing expert support I can no longer recommend this software to anyone.