r/hrblock

My taxes are a nightmare
▲ 1 r/hrblock+1 crossposts

My taxes are a nightmare

I filed before they were actually accepting returns so I was accepted on January 21. Completed the identity verification in early February. It was cleared February 19. I’ve had the hold codes and weeks of blank transcripts and no available information after calling every agency known to man and following up with every possible in person appointment I was able to make. I finally got an answer from the higher ups at my employer and their finance department and the direct person who is in charge of our tax documents. They found the error between the SSA and the IRS, where my wage and income information was lost in transmission somewhere, leaving me with a blank transcript there, after the others all updated and earning me an additional delay for a new review 🙄😫🤯😣😒 shocking. So after many weeks holding with the code that a notice was issued, it finally arrived on the 2nd, with a date for the 6th…. And to eliminate the additional details, when my update day arrived this week, the only difference I am able to locate is a couple important items that have changed dates to the March 30. My other codes, etc have all been a rotating nightmare of dates and I know that’s normal now, but the dates that recently changed for me are my 150- return filed date and my processing date. I have no idea what the change for those specifically might indicate 🤷🏼‍♀️ Anybody else have any insight?

u/Connect_Effect_3168 — 1 hour ago
▲ 2 r/tax+1 crossposts

Question about my 1098 ?

I am trying to file my taxes and I cannot get past this question. I was asked abt my college 1098. ( in 2024 did u receive ur 1098 and I said yes). ( in 2025 did u receive ur 1098 and I said no) but it still asks me to fill the blanks abt my 1098 this year. I called my college student accounts and she said I won't receive one becoz combining my grants and scholarships it's higher in 2025. I don't know what to do? should I type in the same amount as 2024 or idk. pls help

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u/Technical-Angle2072 — 5 hours ago

MyBlock - Overtime

Can someone help me figure out where my overtime pay goes? I have a W2 and am trying to input the info onto the app.

I am at "Now Tell Us About This W2"

At the bottom of Boxes 1-11 I selected "some of my wages were overtime."

I see the box 14, where my OT code is. App says not to put it there, so I don't.

I see nowhere to put It.

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u/Elistariel — 3 hours ago
▲ 2 r/tax+1 crossposts

Rounding of numbers in Form 8949 and matching their totals to 1099-B

If we enter individual stock sales in Form 8949, we have to round the proceeds and costs. If we have many items with rounding in 8949, the total proceed/cost will end up being different from the totals reported in 1099-B which was calculated by the brokerage without any rounding of individual sales. If you ran into this situation, how did you reconcile the difference in totals between the two forms? Thanks.

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u/Spare-Turn5340 — 15 hours ago

Filing Separately, program asks for last years AGI, do I use the Filing Jointly amount from 2024?

Niece is married filing separately (don't ask :)...doing her taxes and before e-filing, the program is asking if you filed taxes previously (Yes, jointly) and then asks for last years AGI I guess for IRS verification? Do I enter the AGI from their joint return? Will that somehow verify with her SS# to the IRS even if it was jointly last year?

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u/jbjersey — 7 hours ago

Married filling separately “suppress button”

After doing my own research and doing online HR block my understanding is that I would need to modify the W2 to split our income evenly to file MFS. Just to be sure we went to an HR block office to file in person. The tax pro said splitting income was not necessary and that he just needed to click check the “suppress” box in his software, he was pretty sure about it. Anyone has experience in this topic? Is this correct? Any HR block tax experts to weight in? Why the online software doesn’t have this option and forces me to modify the W2 and split income? Thanks in advance.

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u/Delicious-Abroad-311 — 8 hours ago

How to amend after filing via HRBlock Online

For the life of me, I cannot figure out where the heck the amend options are. My returns are accepted but I need to amend both state and federal..

What do I do? I paid for HRBlock online and got the returns accepted but I cannot find a single option to use amendments. When I look online, it says to use "Overview" tab. Such a tab does not exist anywhere in HRBlock online.

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u/NoWishbone4 — 10 hours ago

State and Federal calculated incomes don't agree.

I'm using H&R Block's downloaded Deluxe plus State. The amount of capital gains calculated (after taking into account mutual fund distributions) by the two forms differ by a substantial amount. Further, the amount of state taxes appearing in the federal form (where it is a deduction) doesn't agree with the state form or the amount implied by the discrepancy in income on the two forms.

With the same information, H&R Block has calculated 3 widely different amounts for my state income, and printed it on the tax forms it directs me to submit.

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u/Awkward-Jellyfish650 — 13 hours ago

Why does Block require continuous Software Installations?

Every 1(?) week HR Block requires the software be reinstalled.

Why can't it make changes without an 'installation'?

Do the other Tax Software makers do this?

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u/Quiet___Lad — 16 hours ago
Can't E-File DC Taxes

Can't E-File DC Taxes

https://preview.redd.it/q70leq1996tg1.png?width=912&format=png&auto=webp&s=06c5bd11153aabd80a201e5b50b190162cff68a4

I used H&R Block's 2025 Software and at the end it told me that the program can't e-file my DC taxes because I am claiming exemption of DC taxes from my interest in US Treasury bonds. Why in the world would that not enable me to file my taxes electronically through H&R Block? I feel like this would something fairly typical in filings.

(On a separate note, it seems the program was never updated for DC's childcare tax credit. When I claimed my childcare tax credit (which the program says is for $1200) it only claimed put $1,160 into the form, which apparently was the cap for 2024).

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u/gatoloco1987 — 17 hours ago

How long has it taken for an expert review after submitting your completed tax return?

I just finished up my state and federal return with H& R block. I chose the deluxe package since I had a specific form needed and it required upgrading. It also came with a "free" review by an expert. This is new to me since when I used Turbo Tax the expert reviewed it right before I submitted my taxes. HR block seems to hold it and now I need to wait for an expert to be assigned and review it.

How long has it taken folks to get this reviewed? I regret not going with Turbo Tax because that was simpler and as soon as I submitted everything was set. I then received confirmation within a day that my taxes were accepted by the IRS.

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u/Electrical-Wear4072 — 2 hours ago

SCAM! Federal Tax Calculation is incorrect, HR Block knows it but no fix in place AVOID!!!

When I called in, customer service confirmed that Federal Tax Calculation of their online product is incorrect - Calculation: Total tax - Tax withheld or already paid - Credits,

That means your tax refund is lower and your liability are higher than they actually are. So you get less money back or pay more than you have to. Supposedly fixed weeks ago but no fix as of today. My case was escalated but never heard anything back.

I asked if they'd honor their guarantees...Maximum Refund Guarantee, 100% Accuracy Guarantee and 100% Satisfaction Guarantee...THEY DO NOT HONOR IT. IT"S ALL FAKE AND A SCAM

AVOID HR Block at all cost.

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u/fltbay — 16 hours ago
Week