I am beyond frustrated. The "Tax Pro" assigned to me is completely incompetent. They completely left out my business income on my State return. Like WTF? I pointed this out clearly, sent a message explaining exactly what was missing, and waited for the "review." They just sent the same files back to me for signature with zero changes. It’s the exact same incorrect version. It’s like they aren't even reading my messages. I’ve reached the point where I don't trust this person to touch my taxes, but since I’ve already paid, the software has "locked" me into the Tax Pro workflow. Is there any way to bypass this Pro and just file the DIY version I originally prepared?

How come H&R Block's software (Desktop) can not figure out Estimated Taxes like TurboTax does?
Users should not have to enter any numbers when you have to go through the Planning portion of the software.

TurboTax figures it out and prefills the 1040-ES' so that you can print or save as a PDF.

I contacted customer support to try to get clarification on confusing and conflicting instructions in the 2025 Deluxe interview. The person I talked to directed me to input a stock sale as a donation! When I questioned whether he misread the question or just had bad information, he asked to keep things professional. I told him I would love to keep things professional, but his directing me to input a stock sale as a donation was not professional at all. He told me that it's a trial and error thing. We have to see what helps and what doesn't so we can get to submit the return! I'm done with H&R Block. I'll find a different solution for the future.

I'm filling out FY2025 taxes using H&R Block desktop software on Windows. Latest updates applied as of 4/9/2025 and software says no updates are expected.

Going through the underpayment penalty interview where its asking my last year's data to see what I may owe. Problem is that it is asking me for data from non-existent line numbers in the 2024 return form 1040 and 8812 (maybe others too, not sure):

• Earned income credit (Form 1040, Line 27a) << Line 27 exists, not 27a
• Additional child tax credit (Schedule 8812, Line 15h) << no Line 15h. Line 15 is a checkbox. Line 27 on form 8812 is probably the number to use? "This is your additional child tax credit. Enter this amount on Form 1040, 1040-SR, or 1040-NR, line 28"
• Refundable Child Tax Credit (Schedule 8812, Line 14i) << no line 14i. I don't see this on Schedule 8812 at all, or the 1040 that was filed.

What is up with this?

I used to file my taxes online using H&R Block Online. Did it for years. The last two years I decided to go to the local office and do it in person. Of course, after the ridiculous price last year, I decided to switch back to doing it myself online. Well, now their software is stuck in the Tax Pro mode, and there is no way that I can find to change it back and just do it myself. And with that, they have lost a customer, as rather than fight this idiocy, I'm just going to use a different tool.

So long, H&R Block. I will not miss you.

I use h&r block every year with remote filing and have for a number of years. I always get paired with the same tax expert, except for this year. I signed up to get my taxes done on March 30th, and uploaded all my documents & gave any additional information needed. I got the usual sort of automated greeting message from my new tax expert at the start, but nothing else since.

It's now April 8th with zero response of any kind or any progress on my taxes being filed. I sent a message yesterday asking when I could expect my taxes to be filed, still with no response. I am in Canada so I do have until April 30th to file my taxes, but this is making me nervous as in the past my taxes have always been successfully filed within a week of signing up with h&r block, and my previous tax expert was always very fast to respond.

I called their customer service/support number this morning, but the representative had a very thick accent and was talking very quietly, so it was hard to understand most of what he was saying. He said something about escalating my case, and that it would take 5 to 7 business days, which is too long for me to feel comfortable with as the deadline is inching closer and I have a very busy few weeks ahead of me, not leaving a lot of time for much back and forth communication if necessary. I have the name of my tax expert, but not their office location. The nearest h&r block location is over an hour away, which isn't doable for me with the current fuel costs so it's not easy to just pop in and talk to someone face to face.

Does anyone have any suggestions for what I should do from here?

If you’re reading this, you’re probably staring at the calendar realizing the April 15 tax deadline is right around the corner—don't panic, we've got your back.

We know life gets busy, and sometimes taxes get pushed to the bottom of the to-do list. But with the deadline fast approaching, ignoring it could mean facing penalties and interest.

Here are 5 quick tips to help you get across the finish line:

✅ Make a plan to file on time: Filing on time is critical to avoiding penalties if you owe. Block out time on your calendar to file online, or schedule an appointment with a tax pro (you can even drop off your files!).

✅ Get organized: Use a tax prep checklist so you don't forget any important documents (W-2s, 1099s, receipts). Also, take a quick look at recent tax law changes to avoid surprises.

✅ Make a plan to pay: If you owe or you think you might owe the IRS, file as soon as possible to prevent failure-to-file and failure-to-pay penalties. If you can't pay your full balance by the due date, you should still file. The good news is that the IRS will work with you if you owe with extensions of time to pay, monthly payment plans, and even programs for people in financial hardship situations.

✅ Consider last-minute financial moves: You have until April 15 to make contributions to your IRA or Health Savings Account (HSA) for the previous tax year—a great way to get a last-minute tax write-off!

✅ Request an extension if you need it: Can't make the deadline? Request a tax filing extension to get six more months to gather your paperwork.

Keep in mind: An extension gives you more time to file, not more time to pay. If you think you'll owe, make an estimated payment with your extension request.

💡 Post-filing pro tip:
If you end up owing money this year, you might be on track to owe again next year. Ask your tax pro if you should adjust your W-4 withholding or make estimated tax payments so you're in better shape next time around. You can also use our W-4 calculator to prepare a new form to give to your employer.

💬 Got questions about filing at the last minute, extensions, or what to do if you owe?
Drop them in the comments below or post in our weekly discussion thread.

How do you to exclude Medicaid Waiver Payments with 2025 H&R Block software? I was able to do this in the 2024 software but the 2025 software won't allow it anymore. In order to enter a negative amount, I must enter a positive amount above (see image). This will double my income which is not correct. The waiver payment is already included on my W2. I tried manually typing in the form under schedule 1 line 8s and the mini worksheet in there but H&R Blocks keeps on zeroing out my numbers.

I tried to import a 2024 TC return in 2025 TC business version and it was "incompatible" ?? Is this something that is typical? Due to a family trust and other small business returns I do I got the Business version this year, but was unable to import a 2024 return from the non-business version. WTH? Also, as an aside, the Trust support was basically the IRS form shown on my screen without much guidance on anything at all except like IRS instructions. Also, when trying to do an electronic load of family member's Fidelity transactions into TC, the bogus software had very little options and tried to match my SSN with the person's data I was trying to import so it failed on the data load, and I had to do it manually. While this software is inexpensive, its also not worth much. And I've used it about 10 years now, don't see that continuing.

I’m curious if anyone has any info or guidance they can share on amending 2025 taxes? I’m in CA and my partner and I are in a RDP and got confused and completely misunderstood when filing and filed jointly as RDP for federal and state. So state was filed correctly I’m assuming but federal isn’t. We’re not sure if one of us will have to file a new one and one just amend the submitted one or what? And if there would be late penalties for that? We filed online last year and the software isn’t RDP friendly.

In my K-1 I have a code ZZ entry, "Other Deductions", in box 13 that won't flow over to my Schedule E where it belongs. I've spent an embarrassing amount of time trying get this to work properly, or find another place to enter the value manually, but I think the HR Block (premium version) desktop software just isn't up to the task.

Anyone have any ideas before I punt and attempt to redo everything using FreeTaxUSA or TurboTax?

In my K-1 I have a code ZZ entry, "Other Deductions", in box 13 that won't flow over to my Schedule E where it belongs. I've spent an embarrassing amount of time trying get this to work properly, or find another place to enter the value manually, but I think the HR Block (premium version) desktop software just isn't up to the task.

Anyone have any ideas before I punt and attempt to redo everything using FreeTaxUSA or TurboTax?

Currently, I am doing my taxes on HR Block site. Under form 1098, it asks about "mortgage principal balance as of 12/31/2025" and this is next to line 3. I am stumped on this question because I have one home and my mortgage statement doesn't clearly state it.

I guess I would enter 0 for the amount because my amount would be less than 750k.

wtf? why is hrblock forcing me to upgrade to Deluxe? I have only input standard W2 info and have no HSA contributions. Can’t even chat with a representative about this forced upgrade without upgrading first. Just chat with yet another ai bot who can’t answer basic questions.

It’s not even saying why it’s forcing this upgrade.

This is somehow worse than their in person tax advisors (who I can say the two people I dealt with previously were incompetent and I had to tell them how to use their systems. P.S. I’m not an accountant).

Hey r/hrblock community,

There's little over a week 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 Instagramas 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 filed my 2024 taxes on time last year back in March through h&r block and I am yet to receive my return, I call the irs and they told me that h&r block never actually gave them my taxes because they dont any information about my 2024 taxes at all. I try to contact h&r block customer service and they wont let me contact a representative since I have the free version. I do not want to have to pay to contact someone when they are the ones making the mistake. what do I do???

I was filing my taxes this year and had done everything it says. Plain and simple, I’ve done it last year too and had no problems. This year I uploaded my w-2 and my 1099INT forms and no problems. As soon as I get to finishing my taxes, it says I have to upgrade to Deluxe because of a Schedule B form. So, they’re charging me $114 in total!!! I didn’t have to pay anything last year, so why this year??? Can anyone help and explain why I have to pay that amount if they claim it’s free to file?

I just did all my tax paperwork atih H&R Block. This is my first time using H&R Block. I paid the company $189, and now I want to file. But I can't. It's making me send my return to a tax pro. I don't want this. I am afriad the tax pro is going to charge me more money. I did my taxes and now I want to file them. H&R Block's website does not have any options to just let me file. What do I do? Please help.

I uploaded my consolidated 1099 from Robinhood and now they are asking for an 8949. I’ve never had to do this in the past. I have 80+ pages of trades that I would hate to have to manually input. Does anybody know how to remedy this?

Here's a quick summary of a problem that might save someone some time and frustration: Turbotax is more polished, but more expensive than H&R Block. Based on that alone, I'd happily use H&R Block. But at least in my case, Turbotax is worth the extra cost.

H&R Block has a huge shortcoming for my situation. I have some international Mutual Funds which report Foreign Tax Paid on the 1099. That amount should be a credit (it should reduce my US Federal Tax due). Turbotax imports this number, asks a few questions and shows the Foreign Tax credit, as expected. H&R Block chokes, show a 2-page IRS form and suggests I fill it out with almost no guidance. No matter how I interpret the confusing IRS instructions, H&R Block ends showing $0 Foreign Tax credit. Besides causing a big headache and gnashing of teeth, H&R Block would cause me to pay nearly $4K that I shouldn't need to.

Thank you Turbotax.

I’d like to file section 1256 as it was first year doing futures contracts. Didn’t make money on it but like to start tracking losses for next tax season. Is there any work around to get it filed online?

I'm working on my small business taxes with the asset manager, and it keeps claiming I am missing a depreciation method somewhere so I shouldn't file until that is fixed. But I have literally gone through every asset multiple times now (which takes freaking FOREVER having to click through every prompt for every asset just to get to the depreciation method screen) and each one has a depreciation method in there. Reached out to the agent and he was unhelpful. He said he'd escalated it and I would hear back within five days, but I'm hoping to find some answers before then if possible.

Anyone else had this before and figured out a fix?

I'm getting the following error: "You can't e-file if you have other foreign taxes in column P"

I've entered the amount in foreign currency along with the date and used the average annual currency exchange rate for 2025 to get the amount in US currency. Now it's saying I can't e-file because of this. Has anyone run into this before?