H&R BLOCK take full responsibility for errors made on tax returns.

GetHuman3179164's customer service issue with H&R Block from July 2019

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The issue in GetHuman3179164's own words
I am trying to get a refund for an over payment due to an error ... Back in January ****, after receiving tax bills that I was not aware of I went to an H&R Block tax office in Perkasie Pa seeking help with filling out an innocent spouse form. The tax specialist assisted me in filing the innocent spouse form. I am a victim of domestic abuse so the matter was delicate and new to her. I later returned in April to the same office to have her do my taxes for ****. My spouse lost my house so there was additional paperwork that needed to be filled out in addition to the new healthcare rules. When done I ended up owing about **** due to the healthcare. I was already in the stop collection process and of course I felt it was better pay then to get refund because the IRS was taking all refunds from me at that point. In **** while doing my taxes I noticed that the form that H&R block used in the office on my **** return had an error. It was missing a check box on the Healthcare form about being a victim of domestic abuse that pertained to me and it resulted in me overpaying the IRS $***.*I went to the office and pointed it out to them. They refiled a adjusted claim without charge and refunded what I paid for the original preparation but I was told they could not refund the $*** because if I was awarded innocent spouse the IRS would return it. Four years later and a team of attorneys working on a very complex case the case was resolved and I was awarded stop collection not innocent spouse therefore the IRS kept everything they took from me at that point which included the overpayment of $***. I put in a claim to H&R block because the error had nothing to do with me. The office in Perkasie was aware of my situation .It was a software error. My claim to H&R was denied. I called the Perkasie office again and spoke to the same woman who did all of my work she said that because the debt was not associated with H&R block that their office could not refund my money. This is just nonsense. I would have never paid the IRS more than I owed because of my situation. It was a computer mistake that had nothing to do with me. I paid for the insurance and read though it no where does it say what if there is a computer problem. I don't believe H&B Block does not have any rules in place for situations like this. I would appreciate hearing from someone in your organization. I submitted my letter from the IRS and also the amended returned with my claim .
This is frustrating because the office was aware of my personal situation.
They could make this right by looking at my case as an individual situation and take responsibility for the mistake done in the office that had nothing to do with me. And refund my money.
I was a my third experience and last with H&Block
Yes filed a claim and also spoke to the office where the error occured.
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H&R Block

It was done in an H&Block office.
Customer service issue
Reported by GetHuman3179164
Jul 1st, 2019 - 2 years ago
Not resolved
Seen by 13 customers so far
Similar issue to 15402 others
0 customers following this

Timeline

GetHuman3179164 started working on this issue
Jul 1st, 2019 9:09pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 2nd, 2019 2:26am
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Jul 2nd, 2019 9:40pm
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Jul 4th, 2019 9:29pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:08pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:19pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:19pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:19pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:20pm
GetHuman3179164 indicated the issue is not fixed yet.
Jul 5th, 2019 12:20pm