r/hrblock

I got a letter today from the IRS today saying my "Trump Account" election was refused because my H&R Block-generated and e-filed tax form was "missing information, hard to read, or illegible."*

I checked the PDF copy of the return that H&R Blocks software created. Everything is perfect except: The last name was truncated (due to form length limitation) and the signature block doesn't have any /s/ or date.

Anyone else have this issue?

*Bizarrely, the letter is dated several days from today.

I'm trying to buy a house. My lender just asked me for the last 2 years of my IRS tax return transcripts. The IRS is saying I didn't file my taxes last year. However, I used the h&R block online free service, filed my taxes and received a small tax refund deposit into my bank account. There is absolutely no person I'm able to speak to at h&R block. Their support computer keeps talking me in circles and refusing to let me speak to someone because I had the audacity to use their free service. There's no email to reach out to someone because customer service does not exist for the free service. I'm on the precipice of losing my potential home because h&R block has no one for me to speak to to remedy this situation. Anyone have suggestions?

Since Turbo Tax required Windows 11 for their Windows software this year i tried using Block software only to find that it was uncapable of calculating medical premium deduction on a return that included a Schedule C. Ironically that was the same reason why i switched from Turbo Tax to Block 11 years ago. I appreciate that when the required recursive calculation was new over a decade ago Block may have struggled implementing it, but after a decade i was shocked to be reminding as to why i had switched to Turbo Tax so long ago. When i found it failed to work I got Turbotax and filed. Then i called Block to request a refund and was given a case number and email address to contact with my receipt. After a few days i receive an email reply rejecting my refund request stating that "after CAREFUL REVIEW" they denied a refund because they do not guarantee e-filing. If that was not enough. in the same email they also said they denied a refund because the request was outside of the 60 day return period, when it was not. So i replied to Block that I was disappointed in their failure to stand behind their software and informed them that i would file a dispute with my credit card company. This time they replied promptly stating that since i have opened a dispute with my credit card company they denied my refund request - their third time to do so. What a pitiful company that take a learning opportunity, and customer satisfaction opportunity, and turn it into a fiasco that has earned them unmeasurable animosity and negative comments on social media platforms.

So now that the way to contact the live rep has been closed for days now, how else can we contact live rep or get fast contact?

Used the 8008291040 number —> acct management —> something else —> individual

But now it seems to not accept calls due to “high volume” and try again later or tomorrow .. been trying for a week now. Seems generic way to close off calls. I tried the other options, all the same.

I filed 2024 in early Feb. got additional acct action for not filing my 2022. I had to file paper return of 2022. Got code 599 return accepted on 2/26/2026. Still hasn’t been processed. How much longer do I have to wait??!!?!????!

Hi, would H&R Block be able to do my pa local tax return? I normally have done it in the past via online however in 2025 I lived in NY the full year but still worked in PA. Because of this I have to file via paper. It’s my understanding that because I’m not a pa resident I technically don’t have to file but I can file for a potential refund. So will HR Block be able to assist with this?

Hi so I’m a little confused, concerned and frustrated on what to do.

I initially began using HR block in February, the onboarding wasn’t the best either unfortunately. I recall wanting to ask them if there was someone who can answer on if they can do an ITIN for my wife who is overseas. They initially mentioned that that’s doable but then I got a call saying that the manager then requested that I pay $250 for any appointment with a tax professional to discuss ITIN questions. My only question was “can you guys do ITINS for my overseas wife, yes or no” but was told I’d have to book and pay for a session to have that question answered which felt iffy.

I then reached out to another HR block, the manager lady was super nice, friendly, etc. and mentioned that she can try to help me. 15 min later I got a call from the original HR block and the manager trying to say that that’s just the way they do things here etc, I said that I just had one simple question, but he said he can forward me to the tax professional but it would be a 5 min session. So she was very kind, super sweet and friendly and mentioned that she can do everything very easily.

I then sent all the necessary documents, e.g, tax forms, retirements, income I get from rent, invoices, etc. We then set up an appointment where I’d come and fill in all the documents that were required. I then did that, she gave me two documents to mail, a state return as well as an extension (I also was told by the lady that they used to do extensions as a free service to clients but the new manager now charges). I also paid 835ish at this point to HR BLOCK. I mailed both those docs and was then given 3 docs related to the ITIN for my wife. I emailed those to her, she printed, signed and mailed back to America. I then signed, dropped off at HR block.

The lady then said that she’ll take care of the rest after she picks them up. The docs were then mailed to Texas via UPS by the lady and received 5/1.

Today I got a call saying that i need to schedule an appointment, but that they need my credit card to complete it because my 2025 return isn’t done yet. That the lady who was helping me is out of office on vacation for 2 months”. I told guy admittedly harshly that I don’t want to talk to him, and felt that he was just trying to get more money out of me and that I want to talk to the lady.

He then proceeded to call saying that I was being disrespectful, he doesn’t know where the lady is etc, and that he thinks it’s not done yet etc. I admit, I might have been disrespectful but it just seems odd that I paid 800+, was told that I just need to sign and return these docs, that she’ll handle everything, the stuff was mailed out, but now I’m getting this response from HR office near me.

What’s also weird is how he says that I need to pay to see the tax lady because it’s not tax season and they have to come to the office, but then goes on in the hr app message thing saying she’s on vacation, to on the call saying how no one knows where she is and haven’t heard from her in 2 weeks. At this point I kinda want a refund and would rather go somewhere else even if it’s more work.

HEY CUSTOMS BROKERS;

Anyone having trouble with ACE reports or ACH rejections?

CBP’s CAPE rollout has created a lot of confusion for importers and brokers, especially around ACE access, Importer sub-accounts, REV-615, REV-613, and ACH refund setup.

A few issues I’m seeing people run into:

• CAPE acceptance does not mean payment is immediate.
• ACH duty payment setup is not the same as ACH refund enrollment.
• REV-613 is the report to check if a refund was rejected for incomplete ACH refund enrollment.
• REV-615 helps track CAPE refund details after claims are sent to Treasury.
• Refunds may come as lump sum ACH payments, not entry-by-entry deposits.
• The expected processing window is generally 60–90 days after CAPE acceptance.

I’m working with importers and brokers get organized around CAPE/ACE refund tracking, documentation, and next-step coordination.

Not trying to spam the group. Just curious: what are brokers seeing most often right now: ACE access issues, CSV upload problems, REV-613 ACH rejections, or clients not understanding the lump-sum timing? Let me know I can help you with ACE and CAPE ! Kelly