H&R Block Customer Service Issues

I utilized H&R Block online to file my [redacted] taxes. My employer uses ADP for payroll services. When I entered the employer ID, the H&R Block software allowed me to import the W2 into the return successfully. After choosing the higher-level tax return option, H&R Block Premium, and completing the filing for over $[redacted], I received a request from the state for my W2 copies due to discrepancies in my return. Upon reviewing both W2s, I found errors in the state income withheld numbers, as H&R Block combined the amounts for both states instead of separating them. Also, the entries in W2 box 12 were in the wrong order after importing from ADP. When contacting H&R Block customer service, I encountered an unhelpful representative who suggested a visit to an H&R Block location with additional costs. This experience has left me dissatisfied, especially considering the software's "accuracy review" failed to catch these mistakes. I have decided not to use H&R Block for tax services again, and will share my poor customer service encounter with others when the opportunity arises.

There was an error on my income tax application with the address that led the IRS to conduct a further review, delaying my refund. I rectified the mistake by contacting the IRS directly. I informed the tax office about the problem, contacted corporate, and then updated the office about corporate's instruction to issue my refund. Despite discussions, they claimed they could not provide the refund, causing frustration. I am dissatisfied with the service I have received. I believe the refund can be issued based on my conversation with the corporate office. I feel misled and would like guidance on how to resolve this matter.

I used the H&R Prep app from the Play Store to file my return expecting it to be deposited on March 6th via Efile Direct Deposit. However, by the 11th, I realized the last two digits of my account number were missing. I contacted you, my bank, and the IRS for assistance. The IRS was unhelpful, the bank was dismissive, and your expert was unable to resolve the issue. After extensive online research, I discovered I could inquire about a RAL or a RAC to address the problem. My $[redacted] return is crucial, and I believe it's important for you to take responsibility since I paid for your services.

I used the H&R Prep app from the Play store to file my taxes and e-filed with direct deposit. My federal return was scheduled to be deposited on the 6th of this month, but I noticed that the last two digits of my deposit account number were missing. I contacted my bank, the IRS, and customer service for assistance. It was challenging to get through to the IRS, and both my bank and the tax professional advised me to contact the other party. After researching online, I found the information I needed and was told by the IRS to reach out to you regarding a RAL or RAC. I believe it is our joint responsibility to rectify this issue, especially given the fees involved in my $[redacted] return. I would appreciate it if we could discuss options like a loan for half of the amount to expedite the process.

While completing my tax return, I had a question regarding my health coverage and spent $39.99 on live chat for clarification. I misunderstood that the chat was an additional cost on top of the filing fee. It would have been helpful if the pricing was clearer to avoid surprises at the end. Moving forward, I will pay closer attention to the fees. Despite this, I have generally had a positive experience with HR Block after switching from Turbo Tax. It would be appreciated if there were clearer prompts or confirmations for additional charges in the future to prevent misunderstandings.

I am having trouble entering two amounts on form [redacted], box 20 code AH using the business tax CD. Every time I call for help, I face long hold times, unhelpful responses, and disconnections. The virtual assistant is not solving my issue either. I have been a loyal Turbotax user for years but the assistance with this CD is making me reconsider using your products in the future. The customer service experience has been extremely disappointing, and I feel frustrated with the lack of support provided. I hope this situation improves, or else I will have to switch to a different tax solution.

Hello, I wanted to share my recent tax experience with you. For the past two years, I have been working with Kien at the Bellevue, WA office. While our experience last year was positive, this year has been disappointing. It took three weeks to file my business taxes, and every time I reached out to the receptionists, I was only given assurances that Kien would get back to me. After numerous unsuccessful attempts, I had to physically visit the office to get Kien's attention and ensure my taxes were filed. In the meantime, the Department of Revenue contacted me, inquiring about the status of my taxes. It was a frustrating experience that cost me $[redacted] and caused unnecessary stress for me and my family.

My name is Adriana Kelly, and I have been an H&R Block customer since [redacted]. Last year, I e-filed my federal and state taxes but encountered an issue with my [redacted] W-2 form from a former employer. The duplicate information from the previous year has caused the IRS to flag my file for an official review, possibly leading to an audit. Despite my efforts to obtain the correct W-2 from my former employer, I am facing financial uncertainty. I am seeking guidance on amending the incorrect information to prevent an audit and resolve this situation swiftly. Your assistance in this matter would be greatly appreciated. Thank you for your prompt attention to this urgent matter.

The H&R Block free online tax software offers a feature where you can print a "Declaration of Estimated California Income Tax for the Year [redacted] (Form [redacted]-ES)". The program suggests paying 30% for the first and second installments and 20% for the third and fourth installments. However, this guidance contradicts the California FTB "[redacted] Instructions for Form [redacted]-ES" which outlines a different payment schedule, specifying 30% for the first installment, 40% for the second installment, no payment for the third, and 30% for the fourth installment. I have followed this (30%, 40%, 0%, 30%) method for my California estimated tax payments in past years. Using H&R Block's printout may lead to incorrect payments of California estimated tax installments, potentially resulting in penalties for underpayment of the second installment.

I went to my local tax office and was given a Master Card Emerald card for a tax refund advance. After being rejected, I expected my refund to be directly deposited into my bank account. Suddenly, I was informed that my refund was loaded onto the Emerald card. Unable to transfer the funds, I sought help online but found no solutions. Calling the toll-free number on the back of the card didn't offer much help either. When I finally spoke to a representative, I struggled to understand her instructions to fill out a form with extensive personal information and fax it to an unknown number. I want my refund to go to the bank account I initially provided. Dissatisfied with HR Block's service, I have decided never to use their services again and will share my negative experience with others. - Elizabeth McGehee

I filed my taxes at my local office and was offered a tax refund advance on a MasterCard Emerald card. Even after being told I did not qualify for the advance, my refund was unexpectedly deposited on the Emerald card. Unable to transfer the money to my bank account, I sought online assistance with no success. Calling the toll-free number on the back of the card was equally unhelpful, with automated options leading nowhere. Speaking with a representative proved challenging as I had difficulty understanding her and was instructed to fill out a form with sensitive information to be faxed. Feeling uncomfortable with this process, I prefer my refund to be directly deposited into the bank account I provided during my in-office tax filing. After consistently using H&R Block since ***, this experience has left me immensely dissatisfied and unlikely to return. I will share my negative encounter with others to dissuade them from using H&R Block in the future.

After completing all the questions and preparing to print our forms, the Federal form came out fine. Unfortunately, the PA State form only displayed two pages with actual figures, while the rest had small non-scripted blocks with no figures. Even the PA-40 State Voucher had these small blocks without figures. It seems like a printing or software issue on H&R Block's end. My daughter needs to file her taxes before the deadline, so your prompt response is crucial. I have emailed the forms with this issue as an attachment. Thank you for addressing this matter promptly.

I believe there may be an issue in how your software accounts for individuals who first start receiving Social Security retirement (SSR) benefits in the middle of a year. For instance, I had been employed full-time until September [redacted], when I began receiving SSR benefits in October [redacted]. According to Social Security, any income earned before starting SSR benefits in [redacted] should not be considered in the $25,[redacted] earnings limit for tax purposes. This situation is specific to first-year recipients who have a mix of pre-retirement earnings and benefits starting mid-year. It seems the software lacks a distinction between this scenario and one where SSR recipients receive benefits for a full year while also earning employment income post-retirement.

I am disappointed with my CPA's lack of support when I needed assistance with filling out Form [redacted] and obtaining a non-watermarked copy of my taxes. Instead of addressing my concerns, she advised me to ask my Parents for help and fax the details to the IRS. Despite paying $[redacted] for this service, she did not offer guidance or review my paperwork after completion. I expected better assistance from her in this taxing situation.

I have been using H&R Block's online tax software for over five years without any issues. This year, however, has been a different experience. I encountered a problem with an entry field for mortgage interest that wouldn't allow the proper date input. When I tried to get help through live chat and was asked for my ID#, I got kicked out of the software and lost all my work and the chat session. After signing back in, I couldn't progress past the "go to last screen" message as the "Next" button and "?" menu were unresponsive. I spent over an hour on hold for online support and was informed that there have been systemic issues with the software since last week, but no immediate solutions. I was advised to check back the next day to see if the software was fixed. I need to complete my taxes soon, so this situation is frustrating. I was eventually transferred to Tech Support but am still waiting for assistance. It's disappointing that users were not notified about these software issues in advance, as it has been a significant waste of time and is unacceptable to keep users in this situation.

I am unsure if this is the appropriate platform for my inquiry, but I thought it worth a try. Today, I visited the local office to file my tax return. I had all required documents apart from a valid state ID or driver's license, as my license is presently expired. I intended to have the return deposited directly into my bank's checking account instead of mailing it, but the expired ID posed an unexpected obstacle in the process. My query is whether a valid ID or license is necessary for the entire process as a whole when filing electronically through the agent's computer, or if it is specifically needed due to the transfer to my checking account. I seek clarification on this matter.

I prepared my taxes with HR Block as I have for years, but this time the process was more complex. After submitting, I received a letter from the IRS requesting my 1095A and marketplace information which I thought I had already provided. I uploaded the required documents in PDF format after initially using photos, but none of it was sent to the IRS. When I called HR, the first representative could not assist me and abruptly transferred me to another agent mid-conversation without addressing my concern about the $66 fee. The second agent similarly provided no resolution after a lengthy call. I discovered that there was an inaccurate $13,[redacted] added to my income. Despite struggling to rectify the situation, the IRS advised against amending my return, but I now feel compelled to do so. I am running out of time before the IRS takes action due to their misperception of my responsiveness. This tax season with HR Block has been exceptionally challenging compared to previous years.

Good afternoon. Today, on March 20, [redacted], I had my taxes prepared by Mainul at the [redacted] University Avenue Toronto location. I received a refund of $3,[redacted].79, and after deducting your fees, it became $2,[redacted].85. I was under the impression that the instant refund card (Visa) was more accessible than a cheque, only to find out later about the fees involved. The bank informed me of the charges for withdrawals, which would significantly reduce the refund amount due to bank and Visa fees. I paid approximately $[redacted].00, including GST, for the tax service, yet I may lose nearly $50.00 due to the additional charges with the Visa card. I spoke to the receptionist at H.R. Block, who was unable to assist further. I would appreciate help in exchanging the Visa card for a cheque at the [redacted] University Avenue Toronto Branch. My contact number is [redacted], and I am Lynnette J. Thank you.

I recently had my taxes prepared at the South Milwaukee, WI location on Chicago Ave. My tax preparer, Jean, did an excellent job. However, I was surprised by the pricing as it was not explained beforehand. I assumed it was a flat fee, not per W2. When Jean told me the charge was $[redacted], I was taken aback. She did provide a 25% off coupon, but had I known the actual price, I might have chosen a different service. I expected a lower cost due to having a small business and assuming the W2s were included. The lack of clarification about the pricing options left me disappointed and feeling misinformed. Despite the website stating that pricing options are typically explained upfront, this was not my experience. I would appreciate a $[redacted] discount due to the oversight. Thank you. - Steven S.

Hello, I am Minette L Siegman. I have been a customer for some time now. I filed my taxes on Feb 2, [redacted], but due to new tax laws, there is a delay for child tax credit refunds until Feb 27. However, my IRS refund is being held until April 23 due to a review. When I inquired, I was told something about the Civil Liberties Act, which confused me. For the [redacted] filing year, I had trouble filing for my son, Mason Siegman, as I needed to prove his legal status, and I only received my refund on Sept 5, [redacted]. I am seeking assistance regarding this ongoing issue with the IRS, as this is the second time I am facing delays. I hope for a resolution as this has become a recurring problem for me. Thank you for addressing this matter.