H&R Block Tax Filing Help Online

Some states have indicated they will allow an exclusion for unemployment income.  We’ve outlined how to find out what your state is doing and the instructions for claiming the exclusion in our Online product.    Find your state’s information and determine if they’re ready to allow you to claim it.   If your state is ready to file today, prepare and file your federal and state return today!  If your state isn’t ready today, there are two options you can choose from: Option A: File your federal return today only and wait to prepare your state return until your state is ready to be filed. To do this:  Sign in to […]

At H&R Block, we have several different online tax program solutions for you to give you the best experience when doing your taxes. If you start off in a tax program and then decide that you need to change to a different online tax program, we can help. We’re happy to help you change your H&R Block account or downgrade to a different H&R Block tax program to get a better fit. To downgrade or remove a program that’s in your shopping cart, you have a few options in our DIY product: When prompted, you can say any of these: […]

H&R Block Online chat gives you an easy way to connect with a tax professional for help as you complete your online filing. H&R Block live chat is available free of charge as long as you aren’t using the free product. If you’re using the free product, you’ll need to upgrade to H&R Block Plus. You can easily do that at any time by choosing H&R Block Plus on the left-hand menu. You can chat anytime by choosing the icon at the bottom of the help center. When Is H&R Block Live Chat Help Available? There are specific times H&R […]

If the IRS rejected your return because someone else claimed your dependent, you might be wondering what to do next. We can help you understand why this might have happened and how to report someone claiming your dependent. There are a few reasons for this type of IRS issue — where it appears that someone else is claiming your dependent — including: You entered the dependent’s Social Security number (SSN) incorrectly. Another taxpayer entered an SSN incorrectly on another return. Another family member claimed the dependent accidentally. To confirm that the SSN you entered for the dependent is correct: On […]

If you’re using Tax Pro Review to have one of our experts check and finalize your return, you’ll need to send documents to your assigned tax pro. Typically, this is done by uploading digital copies of your various forms and schedules, such as your W-2 or Form 1099. If you don’t have digital copies of your tax documents, you can use your smartphone or tablet to take a photo of them. Just make sure you take a clear, readable photo, and it will work just as well as a PDF or other digital format. If you don’t have a way […]

One of the best features of using Tax Pro Review to file your taxes online is that you’ve got a knowledgeable tax pro by your side. Your tax pro is able to see the information you’ve entered, and you can share your tax documents with them. What documents should you send your tax pro? Any tax documents that show federal withholding (Ex: your W-2 or Form 1099) and any other relevant tax documents. While the IRS requires some of these documents to be e-filed with your return, uploading helps to ensure accuracy. What File Types Can I Upload to My […]

If you’re considering Tax Pro Review for your online tax filing, you might wonder if you can choose a tax pro from your local office. Although your local tax professional is qualified to help you with your taxes face-to-face, they don’t have access to your online taxes. Only a certain group of H&R Block tax professionals are set up to work with you as part of Tax Pro Review. It’s possible that your tax professional won’t be physically located in your area. How Can My Assigned Tax Pro Help Me? Based on how you answer your questionnaire, we’ll select the […]

Are you using an H&R Block Online product and need help? We can explain the best way to get assistance. Unfortunately, you’re not able to contact your local H&R Block Office for help with your DIY return. Your local tax pros, though qualified to help you with your taxes face-to-face, don’t have access to your online account, nor can they see any of the information that you’ve entered as part of the process. However, that doesn’t mean you’re alone. An H&R Block tax pro can help you as you prepare your taxes online if you choose Tax Pro Review for your online […]

If you’ve added Tax Pro Review to your online tax product, you’ll benefit from knowledgeable H&R Block tax professionals giving your return an expert review. Once you’ve gone through the tax return prep, you’ll hand off your completed return to your assigned tax pro. Typically, within 24 hours of receiving your return, your tax pro will contact you through the secure online Message Center. Why Use Our Message Center? The secure online Message Center is a dedicated contact point between you and your pro that you can only access when you’re logged into your account. The Message Center allows you to ask […]

When you add Tax Pro Review to your online product, we’ll assign a dedicated tax pro to check your completed return. If you have questions as you’re preparing your return, you can ask your pro for help. Wondering who the experts are who’re answering your questions? Your assigned tax pro is a trained H&R Block tax professional who knows all there is to know about taxes. Your tax pro is able to see the information you’ve entered into your online filing. Have a question for your tax pro? Simply contact them through the secure online Message Center. How Will My Tax Pro […]

Use the online Message Center for Tax Pro Review to email securely with your tax professional. You must be logged in to view your Message Center. From there, you can ask questions and see responses from your tax pro. Benefits of Using the Message Center When you use the secure online Message Center to communicate with your tax pro, all of your questions and answers will be saved for future reference. This makes it easier to locate your tax pro’s responses – no more searching through your personal email accounts. It also gives you a secure location to discuss your tax […]

If you’ve added Tax Pro Review to your online product, you’ll have the benefit of a knowledgeable tax professional checking your completed return. Your tax pro can review your completed return and double-check it not only for accuracy, but also to make sure that you’re getting the most money back possible. For example, they might see deductions or credits that you missed, or they might advise that you use a different filing status. Now that you know the advantages of choosing Tax Pro Review, you might be wondering how the process works. We’ll explain. Tax Pro Review Process Your tax professional will […]