Support to Complete Your Taxes Online with H&R Block

If you’re e-filing your return, the IRS will verify your identity by using your personal tax information from the previous year. Specifically, when you file your return, the IRS compares these two things to see if they match: The prior-year adjusted gross income (AGI) you entered Your prior-year tax records If these don’t match, the IRS will reject your return. In most cases, you can easily fix this issue and successfully e-file your return again. How do you get your AGI from last year? You can locate your prior-year AGI on your 2023 return on Form 1040, Line 11. How […]

When you e-file your taxes with an H&R Block Online product, we might notify you that there are issues with your return. Because the IRS has strict rules for e-filing, you’ll need to identify and fix any issues before you try to e-file your return again. To find and correct the errors in your return, follow these steps from the Accuracy Review Results page: Choose Fix Issues in the lower right-hand corner of the page. Correct any errors and choose Next. Choose the Federal tab and choose Check for errors and missing information. Choose Next. If you know that the […]

If you’ve added Tax Pro Review to your H&R Block Online Tax Filing product, you’ll have a virtual expert by your side to ensure nothing’s missed and guarantee that you get the biggest refund possible. As part of the process, you’ll share relevant tax forms with your assigned tax pro. When you’re ready to send your documents to your tax pro, you can: Upload PDFs or Word documents. Take pictures of your forms and documents and upload them. Either way, you’ll upload the documents to the secure Message Center, available through your online account. If you’re unable to get electronic copies or […]

As you complete your return with one of H&R Block’s Online Tax Filing products, you might be wondering: “Did I choose the right filing status?” or “Did I miss any deductions or credits?” If you’ve added Tax Pro Review to your online filing, you’ve got the help of one of our knowledgeable tax pros accessible while you’re logged into your account. Tax Pro Review: Chatting With Your Tax Pro The easiest way to communicate with your assigned tax pro is through the secure Message Center. You can message your tax pro with any questions about your return. In case you want to […]

If you’re considering adding Tax Pro Review to your H&R Block Online product, you’ll find a quick and convenient way to get an expert’s check of your completed return. Your tax pro should be able to review your return within three days. This time can vary if: Your tax pro has trouble contacting you. Your tax pro will work with you via our secure Message Center, but it’s a good idea to also check that your contact info is up to date in your account in case you arrange to use other contact methods. You have delays in obtaining or submitting required […]

If you’ve added Tax Pro Review to your H&R Block Online product, you’ve chosen a convenient way to prepare your taxes and receive the benefit of a tax expert’s help – all online. That means you can share tax documents, such as your W-2 or Form 1099, electronically without the hassle or wait of putting forms in the mail. How to Submit Supporting Tax Documentation With Tax Pro Review The easiest and fastest way to submit supporting tax documents is to upload electronic copies (Ex: a PDF) or pictures of the documents from a smartphone or other device directly to the Message […]

If you’re preparing your taxes with H&R Block Online and can’t e-file your federal return, we can help. First, it’s helpful to understand the IRS has strict rules governing e-filed returns. If certain guidelines aren’t followed exactly, the IRS might reject your return. Whether you can resolve the issue depends on the type of problem. If it’s something you can fix easily, like a simple typo, we’ll give you steps on how to do so. Usually this involves returning to the page with errors and fixing them. However, some issues can’t be corrected. Ex: If you have a form not […]

During the return filing and account management process, we send emails to keep you up to date on the status of your return. If your H&R block return is rejected, the online program sends an email notification when your e-file status changes from “pending.” The email will ask you to log in and check the e-file status of your return. How to Ensure That You Receive H&R Block Emails About Your Rejected Return or Other Notices If you didn’t see the email that was sent about your H&R Block return being rejected, it’s possible that email was delivered into your […]

If you’re filing your return with H&R Block Online and having problems with e-file, we can help you with what to do if your e-file is rejected. In most cases, you can fix the issues using the steps below and then e-file your return again. Choose Overview on the top navigation bar. Choose from two options: Next Steps or Check Status. Follow the steps until you reach the Review the Rejection Messages screen. If you don’t see this screen, you’ll need to print and mail your return. Continuing to Have E-File Problems When Filing With H&R Block Online? Print Your Return Instead To print […]

Owing the IRS a large sum in taxes can be a stressful situation. The good news is that you can request IRS installment payments. Paying your tax bill in installment payments might be an easier option — and could help you avoid an IRS tax lien. How Do I Request an IRS Installment Payment Plan? Installment plans take a few extra steps to set up, but establishing and following one can help you stay in good standing with the IRS. To request the IRS installment plan: Choose Federal on the top navigation bar. Under Wrap-Up, choose Federal Wrap-Up. Check the Pay federal balance […]

An IRS electronic signature, or e-signature, is used in place of your physical signature when you file your taxes online using the H&R Block software. To use this signature method, we’ll verify any personal info needed for IRS’s electronic signature requirements. Do I Need to Remember My IRS Electronic Signature Number? When you get to the end of your return and pay for your tax prep, we’ll display your IRS electronic signature number. You won’t be required to remember the number associated with your e-signature, since you’ll need to create a new e-signature each time you file your return online.

Ready to print and file your state tax forms by mail, but they still have a watermark that says “COPY ONLY DO NOT FILE” when you view them online? If you’re wondering “How do I mail my state tax return,” we can help. Here’s how to file your state taxes by mail (without watermarks) after e-filing your return: Choose the File tab from the Overview Select Next until you’re asked how you want to file your state return. If you want to print and mail, choose that option. Choose Next and follow the screens until you get to the screen […]