H&R Block Customer Service Issues

I am currently completing the details for my health insurance coverage on the page labeled "Exploring Part III of Form [redacted]-A." I have come across 12 fields requesting my monthly premiums from January to December; however, there seems to be no designated field for the total amount. Upon attempting to move forward by clicking the green button labeled ("THIS [redacted]-A INFO IS CORRECT"), an error message appears stating: "Your Enrollment premium annual total must be divisible by 12." I am unable to input the total since there is no specific field provided for it. I would appreciate any assistance with this matter.

The service at the H&R Block on Mason in Fort Collins has been disappointing. After dropping off my documents on February 25, I received no communication regarding the status of my submission. When I inquired recently, Linda informed me of a backlog of work and scheduled me for a late appointment on April 13 at 8 PM. As a person with severe disabilities, being deprioritized while they attend to new clients is unfair. I am now required to arrange transportation during a blizzard to make it to H&R Block at 8 PM. Unfortunately, this experience has shattered my trust in H&R Block. I hope the division manager for Northern Colorado can address this issue promptly. Terri

We arrived at the Colonial location 11 minutes before closing, only to be told by the lady at the front to come back another day because they were essentially closed. When I inquired about their advertised closing time of 9 o'clock, she mentioned needing to check if everyone was willing to stay late. Meanwhile, her partner began whistling to drown out our conversation. He commented, "It's fine, I'll wait. Who shows up ten minutes before 9?" They continued to murmur to each other about our timing. The lack of professionalism was shocking. Despite being a paying customer for tax services, the way we were treated makes me consider taking my business elsewhere. A simple explanation about the unavailability of agents would have sufficed. Instead, they openly discussed us in front of our faces. Unacceptable behavior. I will not be returning.

Hello, my name is Hannah P. with a date of birth of February 11, [redacted]. I submitted my tax return on March 10, [redacted], but as of today, April 7, [redacted], I have not yet received it. I opted for additional services like "peace of mind fee" and "tax helper" totaling almost $[redacted] to ensure a quicker return within 21 days. When I contacted the IRS customer service recently, they mentioned sending me something via mail a week ago, requiring me to send something back to complete my return. I am puzzled as to why this is needed since I completed everything electronically through your service. I feel blindsided by this request, as it wasn't communicated during the filing process. Given my recent job loss, it's crucial for me to receive this money promptly. It's disheartening that the extra fees I paid do not seem to have expedited the process. I kindly request a refund of the additional fees from my tax return. Thank you.

I bought the downloadable deluxe version. The accuracy check found draft forms. Updates were supposed to be done by 01/09/[redacted]. Clicking on Update multiple times resulted in no changes. I visited the H&R website to download the update software, but it indicated the forms were already current. However, when I return to the tax software, the forms still appear as "Final-update now." I am unable to proceed without the updated forms.

I bought H&R Block tax software plus state on November 9, [redacted]. While preparing my federal return, I noticed an issue with the Qualified Business Income (QBI) figure not transferring correctly. After spending a total of around 12 hours trying to resolve it, I was informed by a representative that the program could not perform the transfer, leading to the inability to enter QBI on line 9 of the [redacted] form. I was advised to override the program but would lose the option to e-file. As a long-time user of H&R Block software, dating back to TaxCut, I find this situation completely unsatisfactory. I am seeking assistance on how to obtain a refund of the $29.95 I paid, as per the [redacted]% satisfaction guarantee. - Victor B.

I have been a loyal customer at the Laurel Springs, NJ office for years. I operate a small bakery on the side, which hasn't generated any revenue. It appears that there was an error in filing my business as a partnership along with my personal taxes. Sharon at the office has been working on reconstructing my tax files dating back to [redacted] when the bakery was established. Due to this error, an extension is needed for this year, and now I'm facing a fee of $[redacted] per year for the partnership filing, also known as the "K-1" form. I contacted Mike Yates, Sharon's supervisor, but have not received a call back yet. While I understand the need to pay for [redacted], it seems unfair to be charged for previous years due to H&R Block's mistake. Sharon assured me that we won't be responsible for past taxes and penalties. I would appreciate an email confirming this information. Thank you, Dave Lusardi.

When filling out Form [redacted] for "Business Use of Your Home," you are required to enter the total mortgage interest in the Indirect Expenses column on line 10. The program then calculates the home office deduction based on the office size, with the remaining amount going to Schedule A, Itemized Deductions line 8a. In my experience, after the Schedule A interview, the program mistakenly duplicates the total mortgage interest input, doubling the value. The same issue occurs with Real Estate taxes on Form [redacted]. This error could lead to significant mistakes if not caught before filing. I hope these insights shed light on the issue. It's crucial to be aware of such errors in the software, possibly leading to further discrepancies. Your attention to detail could prevent any potential errors in the future. Thank you, E. Silver

I find it frustrating to keep track of my Emerald Card for an entire year. I forgot my password from last year's online filing and had to spend an hour and a half navigating the automated phone system. After struggling to reset my password, I discovered on my own that entering [redacted] as my last four digits and pin three times was the solution. The customer service representatives were unable to assist me through this process, providing conflicting information and no clear instructions. I was even advised to wait twenty minutes for a prompt that never came. It seems unreasonable that I had to guess this workaround instead of being able to easily reset my password.

I visited the H&R Block in Greenbelt, MD on April 8 for an 8pm appointment. Despite arriving early, I was kept waiting until 8:30pm before being helped by Denise Lovell. She struggled with filing my state tax from a previous state I had lived in. I was later contacted on April 11 requesting additional information for my taxes, which I had already provided during my initial appointment. After returning to the office on April 11, Lovell still faced challenges with my taxes until I suggested contacting the H&R Block branch in Ohio that had assisted me previously. Only then did Lovell resolve the issues with my tax return. The whole process took close to 3 hours, leaving me dissatisfied with the service compared to my past positive experiences with H&R Block in Painesville, Ohio.

I was using Block Deluxe Online, had my taxes ready to file by noon, then was prompted to upgrade to Deluxe Tax Pro for entering an Inherited IRA. I paid the additional fee and submitted. My Tax Professional, Cindy A., requested two documents at 6:41 pm, which I had already input online. I have not received any further updates despite multiple messages. Today, when I called, I was told Cindy was with another client and that she would call me back, but it's now 7:45 pm, and I haven't heard anything. I am frustrated with this process and just want to cancel so I can go back to filing my taxes online as before. Where is the advertised help and personalized service I was promised?

I purchased the deluxe tax software back in February, and only recently discovered that it expired on April 3rd. Despite multiple attempts to contact support and extend my download window, I have been unable to speak with a representative due to lengthy wait times. I acknowledge that the original email instructed me to download before April 3rd, but I was unaware this would prevent me from accessing the software after that date. I am seeking either a refund or a credit towards purchasing the software again at the current higher price.

Hello, I downloaded the H&R software using the activation code provided by H&R via email. The software is functioning well. However, when I tried to efile my federal return, the activation code DF8N-RSVX was not accepted. The email I received was from H&R Block <[redacted]>. Could you confirm if this email is genuine? I have included the email content below for your reference. Thank you. - Hannah

Good morning. I submitted my taxes online on April 7th, opting for the Tax Pro Review due to a K-1 form. However, despite assurances of receiving the documents by 10 am today, I have yet to receive them as of 11 am. The delay is concerning, and the $90 spent on this service is seemingly wasted as I've had to repeatedly reach out to the "Tax Pro" for updates. The lack of timely assistance and excuses provided have been frustrating. I believe a refund for this unhelpful service is warranted. Despite this experience, we have been loyal H&R Block clients and hope to continue using your services. Thank you for addressing this matter.

I recently had my taxes done on Tuesday and the experience was a complete disaster. Despite being on permanent disability, the preparer rushed through my return in just 14 minutes and made significant errors. I was told I would receive only a $75 state refund and owe $[redacted] to the IRS, but the e-filing was rejected. I then sought help from an accountant in Metuchen, NJ, who took the time to go through my return thoroughly. Thanks to the accountant's expertise, I learned I would actually receive over $[redacted] back from the state and owe $[redacted] to the federal government. I am extremely dissatisfied with the service I received from H&R Block at the Shoprite in Woodbridge, NJ, and demand a full refund of the $[redacted] fee for the inadequate service I received. I have already prepared a letter from a family member who is an attorney and will escalate this matter further if my refund is not issued promptly. Thank you for your attention to this matter.

Hello, I am very disappointed by the situation I encountered with your services. Initially, I saw a discounted price on your website, but during the checkout process, I was charged the full amount without a clear option to apply the provided discount code (4B23F2B4FH). This led to me paying more than anticipated. Additionally, there was confusion during the payment process with H&R Block, where I ended up overpaying the IRS and needing a refund to the state of Illinois. The unclear payment process and lack of assistance from customer service have left me frustrated. The long wait time on the phone has only added to my dissatisfaction. I had hoped for a refund of the missed discount, but now, with the added fees and lengthy wait times, I regret using your service altogether. I request a refund of the fees incurred as a result of these issues. Thank you.

I encountered an issue while trying to pay for the tax disk I received in the mail. Despite entering my card details correctly, I received an error message stating the card was not accepted. I then switched to using my iMac and an AMEX card which resolved the issue. After the transaction, I noticed two unexpected charges on my debit card from last night, 4-11-19, with reference numbers #[redacted] and #[redacted], both for $26.70 each. The activation code for the disk I used was 5ZYL-9F8M with pin [redacted]. I would like a refund for the charges on the debit card as the correct payment should only be on the AMEX card. I prefer not to provide additional personal details here, assuming you can access the necessary records with the information given. Thank you for your assistance.

I need to address an issue I am having with a tax professional. As a tax professional myself, I am experiencing difficulties with a colleague in the office who seems to have favoritism with the General Manager. This has been going on for the past two seasons, and I cannot continue to tolerate this unfair treatment. I used to enjoy my work here, but now I dread coming in due to the toxic environment. I am sharing my concerns today because I believe they are planning to remove me from the schedule, escalating the situation. The behavior of the lead and the office manager, who took a position when the prior manager left, has turned the workplace into what feels like a high school setting. It seems like expressing our opinions is discouraged, and I feel constantly disrespected. This mistreatment is not specific to Kansas, as I have done taxes in other locations where I have not faced such issues. I work full-time elsewhere, but I felt it was important to share my experience here.

I had an unfortunate experience with an H&R Block phone agent named Dalton today, Saturday, 4/13/[redacted], shortly before 2:00 p.m. ET. Dalton confirmed that my tax returns qualified for Free Filing, but I was being charged $[redacted] in fees incorrectly. Even though my daughter met the criteria for free filing for both Federal and state returns, she was directed to Deluxe or Premium, with an additional $40 charge for her state return. After entering all the information for the returns with my daughter, we discovered the fee discrepancy. Following Dalton's instructions to log back in, all the data was gone. When I requested to speak to a supervisor, Dalton did not comply. I hinted at involving legal action and mentioned a "class action." Instead of bringing a supervisor in, Dalton transferred me to a line with endless hold music and no estimated wait time. I believe H&R Block should have a policy against disconnecting calls, particularly when customers have concerns about fees. Escalation should be mandatory, especially in the face of potential legal issues. I am eager to learn how this issue can be handled and for Agent Dalton to be held accountable for his error, which could harm H&R Block's reputation and financial standing. Best regards, JJ

My husband is in the military, and we reside in Georgia while he is stationed in Virginia, resulting in income for both of us in Virginia. We recently got married in [redacted] and filed jointly this past year with H&R Block. Initially, I had set my income to have Georgia taxes withheld due to eligibility under the military spousal relief act, but we were advised to reverse this by your representative, Ernest Banks at the town center location, who suggested only filing a Virginia return jointly. However, I was a part-year resident last year, and this year I have paid Virginia taxes all year but now realize we owe Georgia over $1,[redacted] instead. We tried to resolve this issue at an H&R Block office with Patrick Correa at the military highway branch, but he was unable to assist us effectively. We are now seeking advice on how to proceed, potentially applying for a refund from Virginia and paying Georgia. We would like to avoid further confusion and costs by filing online this year. We are unsure if we should file taxes for both states and how to reclaim the overpayment to Virginia. Thank you. - S.B. Conner