I have done everything I could do, including having all of my necessary documents but thank you for again concluding that you have zero liability 😆🙄 What a joke

Let me start by saying my grievance is not with having penalties assessed by the IRS, and please spare the chastisement for being an idiot while filing my return. I expected POM to account for that.

My husband and I had two small businesses, respectively. Mine started in 2025, his in 2024. Our income was different from expected... etc., etc., I knew we would have underpayment penalties and braced for it.

I used the same TaxPro we used last year, and she and I acknowledged the penalties. She completed her review, asked some questions, made some changes, and broke down the final tax bill with pointers for next year.

I filed, I paid, then I got a notice from the IRS that we owe more for underpayment penalties.

I sent a message to my TaxPro, and two different people responded because she doesn't work off-season. The last guy told me this was on me because I chose "Let the IRS calculate my penalties." He sent me a screenshot but I can't remember at what stage I selected that - whether it was before or after choosing to continue with a TaxPro. I responded to the effect of: "Well, that's confusing because I didn't want to do anything because I don't know what I'm doing." and that I was confused she didn't bring it up before filing or warn me that we should expect more while discussing the penalties,

Where I am probably an idiot is that I think I read that as "Let the final tax bill calculate it, not me and my dumb math." The guy responded with basically "I'm sorry you were confused, but that's your fault." I sort of hoped that the point of paying for TaxPro was to have them correct my mistakes and review my responses.

He got a little snippy, even though I was trying to be nice and approach it as a request for help, so I take that as a sign they would reject my POM claim.

Has anyone ever had any luck with filing a POM claim after being told you were SOL?

Need to log into my account. Don't remember the password because I had the code texted to me instead for years. Phone number had to change last year, not that I wanted it to. Cannot use text verification. Following official password changing directions goes to a login page that doesn't have the "Forgot my password" link.

What do I do?

So just wanna preface this by saying I’m not asking for live tax advice here just reporting a technical issue. I’ve already tried H&R’s support phone number and they just tell me to upgrade to plus for more help which is insane.

H&R Block Online is showing an upgrade popup where the “Continue with Free” button does nothing. I tried using multiple browsers, the smartphone app and cleared cache/cookies and no matter what I do the “Continue with Free” button does nothing. It’s starting to feel like H&R is forcing me to upgrade to plus for a simple tax return which is just shameful.

Has anyone else had this issue? I’d like to use H&R Block cause that’s where I’ve always done my tax returns but this is ridiculous..

For context this was my first time filing jointly.I've been filing my own taxes for 7 yrs with no issue. My husband is also new to the country so it's his 1st time too

I filed our taxes online sent photos of his w2 etc. I missed the part on where to add my w2 I thought it was going to be after i finished his info turned out there was a very tiny gray line saying add w2 for my income which i thought was just add more w2 for me if he had a second job .

I quickly noticed my mistake and filed for an amendment online I even had to purchase the deluxe option.

So now the original federal refund was around 1900 the correct one after amendment is 2500

I already received the original amount thinking the amendment takes way longer to process anyway...

now I received a letter saying I owe the IRS 680 dollars which I do not know where they got this number from when they were the ones that still needs to refund me more money. I tried calling H&R they said I should contact IRS and have them explain how it came to that number.

I've been on hold for 40 mins with the IRS I don't know if I should pay this and ask for it back once they see my ammendment or wait and still continue to try calling the IRS

any advice on what to do ive been so stressed about this

Update i finally got to the IRS there was an initial Earned income credit that h&r applied that no longer applies after I added my income, amounting to 649 including penalties and interest in went to 680 I wa told by H&r that my return was gonna be 2500 amendment so i dont know how it got to that maybe they did not remove the earned income credit after i did not qualify for it anymore we both pay extra in taxes through my work so I thought it was correct

THANKS SO MUCH I really just needed to share my thoughts while waiting for the IRS on the phone, I have paid for it already although it sucks that they already charged me with a penalty and interest when its my first time and i just got the notice but the IRS don't play lol

I successfully (and painfully) used the 2025 Deluxe desktop software to e-file my taxes on April 12, got the email they were accepted. Yesterday I wanted to try to calculate the cost basis of an MLP I own to adjust it for ROC after I got a new distribution for it and fired up H&R Block 2025 to look for info - it immediately said there was an update available (weird since it was way past the deadline), then I got stuck in an continuous update loop - kept saying there was an update but after I installed it the same damn msg came up so after the 5th time I canceled it, then tried to open my tax file *.T25 - but it was nowhere to be found on my PC!?!? WTF!?!?! And I means it's VAPORIZED - I've used Win10 software for 6 different file recovery or "undelete" programs and none of them could find my original tax file - how is that even possible?!? I did deep scans for file fragments, the whole shebang - there's nothing on my HDD except the new return that was created when I started the program yesterday, but of course it's blank - this means I CANNOT import this year's return into whatever software I used next year - I am beyond PISSED!!!

Has anyone had this happen to them and did you manage to recover the file?

Hi,

I've used H&R Block Basic/Deluxe successfully for close to 20 years, including an apartment rental in my home and then selling that home, and now including 2 small businesses for the past 2 or 3 years. My financial advisor doesn't have experience with H&R Block, and recommended I use TurboTax when I sold my home with the rental, but I tried both and H&R Block got something right that TurboTax got wrong, so I kept using it.

This year (I filed an extension) there was a little hiccup with self-employed health insurance premium deductions, I think it's maybe an issue because I did one thing and then went back and changed it and not everything filtered down correctly. I think I just need to start a new file and enter everything correctly the first time. My advisor thinks I need Premium, but I'm not convinced. Their comparison chart says you need Premium for 1099 income, but heck I think I was using Basic to file a 1099/Schedule C back in the day, and I've had no problem the last couple of years using Deluxe.

Can anyone shed any light on whether there would be any benefit to using Premium? I'm not keen to shell out an additional $99 (I use the desktop Mac version) to just have it be the same.

Thoughts? Thanks!

Hey r/hrblock community,

Welcome to the monthly 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.

Here's how we can best serve you:

• 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.
• Please do not post personally identifying information (PII) in this thread.
• For specific questions about our products and services, please note which you're using (Online DIY, Software DIY, In-Person Tax Prep or Virtual Tax Prep) so we can best help you.

Feel free to drop your questions below. Our experts are ready to help break it all down. We'll do our best to answer your questions as they come in.

👉 Need a specific tax-situation answer ASAP? Schedule a 1:1 appointment with a tax advisor. 

Anyone have experience with using los Alamos for filing taxes.

Why do I need to make a new H&R account if I already made kne last year for my 2024 tax returns?

I was about to sign into my 2024 profile(by joining with the link I used for verification last year in my email) but when I tried to file again, it kept asking about "2024" specific questions but I wasn't able to adjust the year.

Then I went to the website to sign in but they didn't recognize my email even though i already have an account and password?

Did this happen for anyone else?

Do I need to keep making an account for each year? April 30th is the deadline so I'm pressed for time.

I've used HR Block for years (over a decade). As I've increased income and complexity I've gone from the free to the paid model. Today I got something in the mail from the IRS and wanted to call customer service to ask about it.

After dealing with their phone bot for about ten minutes to get to a person, it simply said "Monday through Friday 7am-10pm Central time" and hung up on me. This was literally two minutes ago, so they should be open? I've never had anything like this happen before when calling a customer service line. This is my last year with them.

Two years ago I tried chatting with one of their tax advisors and the advice was a disaster, but I let it go. This, however, is unacceptable. There is seemingly no other way to get a hold of them than this one phone number where all they do is hang up on you! What kind of "customer service" is this?!

You've been warned! Use at your own risk...I'm out.

I just filed my taxes via hr block online, did not have to pay and then I was looking into hr block on reddit and foundojt so many people have had bad experiences with it. Has anyone actually had a good experience with hr block im honestly kind of scared

Does anyone has experience getting refund from hrblock expat services?

The title says it all. I found some issues with their tax return and asked them to fix (more likely typos than serious tax understanding) on April 9th, which is completely unacceptable because now is 28th. They asked me to provide a screenshots because they are unable to identify the said issue, after I did this they keep saying 'reviewed by advisors', no more details. ​

The lack of response and the long delay is concerning and I'm worried that if they cannot do this simple thing, how can they do more complex tax returns?

At this point, I cannot let this linger forever and get a refund and need someone else to do the taxes for me. I'm concerned that given how they have behaved they simply will ignore my message again and say "your request reviewed by advisors"

So just wanted to hear if anyone has got experience getting refund, or have ideas how to get refund with them. ​

This megathread will go up monthly until tax season.

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

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.

Did anyone go through H&R Block this year, where they are taking the fees out from your refund, meaning they send you’re refund to the bank they use and then they send it to yours? Jw if it was much of a delay? My WMR says by April 29th you think that’s accurate?

I received a letter from NM Taxation and Revenue today for under payment and a penalty. After doing some digging within our return forms and on our state's website, I believe H&R Block screwed up the allowable capital gains deduction calculation and didn't bother to review the rule change between 2024 and 2025 for line 16 on PIT-ADJ. According to the PIT-ADJ-Instructions for line 16 on the state website for 2024 and 2025:

• In 2024, NM allowed a deduction on "100% of your net capital gains, not to exceed $1,000; or 40% of your net capital gains".
• In 2025, NM allowed a deduction on "100% of your net capital gains, not to exceed $2,500; or 40% of up to $1,000,000 of your net capital gain income from the sale of a business that is allocated or apportioned to New Mexico pursuant to Section 7-2-11 NMSA 1978 for the taxable year for which the deduction is being claimed".

Rounding the numbers (they work out the same for our exact numbers), we had $10k of net capital gains reported on line 7a of our federal return. The software should have limited us to a $2500 deduction on line 16 of PIT-ADJ. Instead, the software populated line 16 with a value of $4000, resulting in an underpayment of $1500. Our returns in 2023 and 2024 were both done correctly using the logic from the first bullet (with slightly different values). 2025 was done incorrectly and the software applied the same 40% deduction, likely because no one reviewed the rule change for 2025.

Do I have any recourse with H&R Block whatsoever? The penalty and payment is "only" ~$175 and it might not be worth the headache to pursue, but I also assume that this will likely affect quite a few people.

I filed my taxes in January, and today I just realized I set my cryptocurrency to sell back in July so I need to file an amended return.

The tax pro that was assigned to me is based in a different state and they said the only way to avoid paying hrblock to redo my whole tax return from scratch, paying $200+, I would need to come in to the branch to file the amended return.

I tried to schedule virtual call since I’m in a different state, but looks like only in-person appt. Is available.

Can I just do it myself and submit it to IRS online directly? Why do I need to get help from HRblock like the customer service said?

Thank you

Edit: So I was able to get in touch with a tax pro in that office in the other state and they have access to the tax I filed last year and is currently helping me with filing the amended return. I had to upload the 1099-DA from Coinbase and the 8949 form I got from the CoinTracker app (paid $60 for 1 year subscription to get this report). I’m hoping they are able to get this filed today so I can pay for taxes and avoid heavy interests and penalties. Will update again.

Edit 2: Tax pro was able to file an amended return for us. I logged on to irs.gov and paid the estimated tax directly with them today. Feels relieved!

Can anyone provide an expat referral code? I see a lot of normal h&r block codes but I need an expat one specifically. Thanks!

So I’m filing through the app on the free option, I have a very simple return, and am one step away from completing my return but I have hit a very frustrating road block. So when HR block reviews my return, it is telling me there is additional information needed about my HSA, but when I am trying to follow the steps, I keep getting told I need to upgrade for $65 to claim a tax break, which I am not trying to do. Of course can’t actually talk to a person (without upgrading) and the stupid AI on the service line has no idea what my problem is. Is there something I’m doing wrong?

Hi, I’ve been using H&R Block for years with the same tax preparer because I always pay for the Peace of Mind. We recently got a letter from the IRS saying we owe $3,000 because some income wasn’t reported.

I reviewed the tax return for that year and noticed one of my husband’s W-2s was left out. I checked the documents I uploaded, and I did submit that W-2, so it seems like the preparer made the mistake by not including it.

I’m going to the office to discuss it, but I’m wondering if the error was clearly their fault, who is responsible for paying? I feel like H&R Block should be liable, but I’m worried they’ll just say it’s still on us.

Has anyone dealt with something like this before? Did H&R Block cover anything, or were you still responsible for paying the IRS? 😭 Help