H&R Block Customer Service Issues

I waited for 3 hours in the chat queue, ending up as the 25th in line. Malik R was unable to assist, so I requested a supervisor. Supervisor Christina came on, and I explained my issue as a returning customer who encountered a problem during my return process. Despite spending hours on it, I discovered it was linked to self-employment, which does not apply to me or my husband. Christina mentioned providing a coupon for the correct product (deluxe) but abruptly ended the chat before resolving the issue. When I tried to reconnect mentioning the previous conversation, the wait time increased to [redacted] minutes. The initial estimated wait time of 21 minutes was clearly inaccurate.

Subject: Concerns Regarding Peace of Mind Guarantee Dear Atlanta Regional Manager, I have been a loyal customer of H&R Block for the past 17 years. In [redacted], I faced an audit for my [redacted] taxes and was fortunate to have Shirley King represent me. Despite having the Peace of Mind Guarantee, I received a notice in December [redacted] from the Georgia Department of Revenue for outstanding taxes, penalties, and interest related to my [redacted] tax return. I have tried to contact Shirley multiple times to seek reimbursement, especially for the penalties and interest. The Peace of Mind Guarantee should have protected me in this situation, but I was unaware of the additional amount owed to the state during the audit. Due to the lack of response and resolution, I have filed a complaint with the consumer protection unit of the Georgia Department of Law, the Better Business Bureau, and plan to contact the insurance commission regarding the unresolved penalty and interest issue. I believe in the quality of H&R Block's services, and Shirley's assistance was invaluable. However, there seems to be a disconnect in honoring the Peace of Mind Guarantee and communication with customers. I hope to address this matter promptly with your assistance before escalating it further. Sincerely, Dana L D.

I am Dr. Alessia Aloisi, one of the H&R tax professionals. Philip Cameron from New York City is assisting me with filing my [redacted] taxes. After reviewing and approving my return, Philip requested me to sign it, which I did and sent it via email. Despite sending multiple emails, I have not received any confirmation or a signed copy of my return. I am concerned as I have not received any updates on my tax status. Upon checking with the IRS, my taxes were not submitted, and on my H&R account, they are not e-filed. I am unsure about the current situation and seek assistance in resolving this matter. Please provide me with an update as soon as possible. Thank you. Best regards, Dr. Alessia Aloisi

I am Dr. Alessia Aloisi, and I am currently working with tax professional Philip Cameron at the office located at [redacted] 7th Avenue (40th Street) in New York City. After reviewing and approving my [redacted] tax return, I signed and emailed it back. However, I have not received any confirmation or a signed copy of my return from my tax professional despite sending multiple emails. I am concerned as I have not seen any updates on my tax status from the IRS or H&R Block's account, indicating that my taxes have not been submitted or e-filed. I would appreciate it if you could confirm whether my return has been signed and filed electronically. I am willing to pay any additional fees required, but I urgently need clarity on this matter. Kindly provide me with an update at your earliest convenience. Thank you.

Hello, I used the Deluxe product for my tax return, but I encountered a problem with the Schedule A form in section 8b. I cannot delete the payee name and address information that seems to be stuck there without any associated value. It appears that I might have mistakenly chosen an option indicating additional interest not listed on a [redacted] form, yet I cannot locate where to correct this error. Despite double-checking all the information and relevant forms, I couldn't find the source of this data. My tax return was rejected due to this issue, and I just need to remove this address information (as I don't have any other mortgage interest to enter). Kindly advise on how I can resolve this, so I can successfully file my return. Thank you, Damon

I bought and was billed for your Illinois state tax return program. Despite following all your instructions, it did not download. This led me to buy it again, and the second attempt was successful. Since the initial purchase was flawed, I am requesting a $43.85 refund for the faulty program. The first order confirmation is CZKG-QV96, the one that failed to download. The second order confirmation is MFRH-SM77. I am seeking a refund for the first order that did not download.

I have been a long-time customer of HR Block and have always had a positive experience with their services in Ridgecrest, California, and Tucson, Arizona. However, upon recently relocating to Cave Creek, Arizona, I encountered an issue with their office there. My wife resides in Illinois while I live in Arizona, leading us to file joint federal returns and separate state returns to reduce our tax liability. To my surprise, the Cave Creek office declined to process my wife's Illinois state return separately, citing the need for manual handling outside of their software platform. This discrepancy in service compared to the Ridgecrest and Tucson branches left me astounded. After contacting the tax preparer in early March, I was only made aware of this limitation via email inquiry about my return status. This lack of proactive communication has left me questioning the service standard of the Cave Creek location, causing disappointment as a longstanding customer of HR Block.

I have been a long-time HR Block customer using their services in various locations without any issues until now. After relocating to Cave Creek, Arizona, I encountered a problem with their office there when I tried to file separate state returns for my wife in Illinois and myself. The office claimed they couldn't process the Illinois return manually, unlike my past experiences at other HR Block locations. This news came as a surprise when I followed up on my return status via email, only to learn about this limitation. Disappointed by the service at Cave Creek, I had to request an extension to find a different tax preparer willing to handle the manual Illinois return. As a dedicated customer, I hope HR Block can resolve this matter by accommodating our joint federal return along with our separate state returns, even if it requires manual processing.

I submitted my federal tax return in early February with direct deposit. Despite being advised by the White Sulphur Springs WV branch that I would receive it, I did not. Upon revisiting the branch on March 8, an employee mentioned a communication issue within H&R Block's software systems. A resubmission was made with all fees waived, ensuring I would receive my return within 10 days. However, after the 12th day, the branch manager informed me the deposit would be made on March 30th, which did not occur. Checking the IRS refund program, it stated they would send a check instead of a direct deposit, which I dislike due to security reasons. This has led to almost two months without my federal refund due to the company's poor service, making this the worst tax experience I've had. I have decided not to return to H&R Block and will share my review of these issues on social media.

I am currently using the Deluxe Version and own shares in an S Corp. When I tried to enter information about selling shares, it skipped ahead without allowing me to input the details about the repurchase by the S Corp. I visited an H&R Block office, then called Tech Support, and was advised to check with an advisor. I am unsure where and how to enter details about the repurchase of my shares, especially regarding the calculation of the basis for the number of shares repurchased. Before considering upgrading to another package, I need to ensure that the necessary forms and guidance are included. It has been frustrating not being able to get help on this matter.

I am unable to access my HRBlock account. The system is not accepting my password, even when I tried my security question about my child's middle name, which I know is correct. I have been attempting to resolve this problem since Friday. I am frustrated with the difficulty of the process. I accidentally clicked on a feature that charged me $5 for a robot to hold for the next representative to call me. This situation is incredibly frustrating for me.

I had to e-file my brother's tax return three times this evening due to the update not loading properly. The software should be fixed so that it does not request payment information for the e-file fees until the return is sent to the IRS, not pending the update - the update should be mandatory before the fee screen appears. Although the software mentions the fee will be removed once the return is filed, it was frustrating that my debit card was charged three times for the same e-file fee. Additionally, on the third attempt (which was successful), I was charged the $9.95 federal fee despite having four free federal e-file uses left. I believe I should be refunded all the fees, as it was inconvenient to re-enter my debit card information multiple times and be charged each time. Can you ensure both the $19.95 and $29.90 charges are removed from my debit card, leaving only the correct $19.95 state e-filing fee? Thank you.

Hello, Last year ([redacted]), my mom handled my tax filing. This year, I did it myself but ran into the issue of not knowing the gross income from last year. When trying to file online for this year, I was prompted to provide this information. Despite paying for this year's return, I couldn't access last year's gross income through my mom's account (elijahwyatt) as she didn't pay for it. I am willing to either have the last year's gross income shared with me or have the fee and account for this year (dabige1230) canceled. I am open to either option, as I am willing to purchase last year's return with the money I used to upgrade to pro for this year. I have already completed this year's filing and payment, just requiring that missing figure. Any assistance would be greatly appreciated. Thank you.

After a frustrating hour-long call involving multiple transfers, the issue remains unresolved. The lack of assistance and repeated explanations to an unhelpful representative led to an abrupt end to the call at 7:07. As a long-time purchaser of the Deluxe version of your software, it's disheartening to encounter such poor service and technical difficulties. California is missing from the state options for returns from [redacted] to [redacted], impacting my ability to access them. The order confirmation numbers 7USM-PYUV, HT33-J565, L3XK-GFBB, 7S3JFJGS validate my purchases. Additionally, an error message regarding administrator access prevents opening returns from [redacted], despite logging in as an administrator on my computer. It's crucial to address these issues promptly to restore full functionality to my software.

I am experiencing an issue with an error message stating I have made excess Roth contributions. However, I do not have a Roth IRA but a ***(b) account with Roth contributions, as indicated in my W*. I am being prompted to report a penalty for contributing too much to an IRA or taking money out, neither of which are applicable to my situation. Despite speaking with an H&R Block representative and receiving case number (*******), the problem persists. I am seeking assistance from H&R Block to rectify the excess Roth contributions error, as I do not have any excess contributions to report.

Hello, I am a current user of the HR Block Premium service and I have a tax inquiry. I recently discovered a discrepancy regarding my HSA enrollment. I had mistakenly enrolled in the HSA independently rather than through my employer, resulting in post-tax funds from my own account being directed into it instead of pre-tax funds from my paycheck. After receiving advice from WageWorks and BNY Mellon, I withdrew approximately $9,[redacted] of post-tax money from my HSA. Although I was told there wouldn't be tax penalties, I am concerned about possible double taxation due to receiving a 2[redacted]-SA form reflecting this distribution. I am unsure how to report this accurately to avoid double taxation.

I am encountering an issue with e-filing my North Carolina state tax return. Despite only having income from North Carolina, it seems the program is indicating otherwise. I have been struggling to locate the chat feature and had difficulties finding an email address to reach out to for help. This situation has increased my frustration with the tax filing process. If this problem cannot be resolved promptly, I would appreciate a refund of the $14.95 I paid earlier to explore other more user-friendly tax preparation services.

I've spoken to 3 employees at the HR store regarding a letter from the state tax indicating an error in my return. They asked me to bring it in to resolve the $[redacted] deduction issue. Even though the Peace of Mind states errors up to $[redacted] are covered, the office denies responsibility, citing they cannot control changes in tax laws. I feel this is a cop-out for a $[redacted] difference. Despite paying for Peace of Mind, I'm disappointed that they won't cover the error. I've paid over $[redacted] for their services and feel let down. If this is their policy, this will be my last visit, and I'll make sure others are aware of how they operate.

In January [redacted], my wife was laid off, and we lost our health insurance. To comply with the law, we purchased coverage through Covered California, estimating our annual income for an affordable policy. We paid premiums throughout [redacted] but did not utilize any healthcare services. Yet, it appears we exceeded income limits and now owe over $11,[redacted] to the federal government for premium subsidies. Covered California steered us towards a costly option with Blue Shield instead of a more economical choice. We were unaware we were accumulating such a debt for unnecessary coverage. I am hoping the government might waive this repayment requirement considering the circumstances.

I e-filed my tax return and went to the H&R Block website to track my refund. The website shows that my return has been accepted and prompts me to log in for more details. Yet, I'm unable to access my account. I am confident that my email and name are correct, but I might be unsure of my password. The system alerts me that another account is linked to my email, but that account information is incorrect.