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H&R Block Online Product Installation Support

Get help from H&R Block tech support to get the online filing process up and running so you can file and access information with ease.

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Finalizing Your Return

How to print and mail in your software return

Choosing print and mail   To change to the filing method, take the following steps:  Print and mail instructions  If you choose print and mail as your filing option, we’ll include mailing instructions when you print the return. This will include where to mail the return and what to include with it.  You’ll need to attach copies of your W-2s, 1099s, 1098s, and any other tax forms that have federal withholdings. The forms that need to be attached will be printed with the mailing instructions.  Federal:  State:

Online

How do I claim the unemployment income exclusion for my state?

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 […]

Online

How do I change my account or downgrade my H&R Block online tax program? Can I switch to H&R Block Free Online?

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: […]

Finalizing Your Return

How Do I Get My AGI From Last Year?

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 […]

Online

How Do I Connect to H&R Block With Online Chat?

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 […]

Technical

H&R Block Online Login and Login Issues

If you’re having trouble signing into your H&R Block online account, you’ve come to the right place. We’ll have you back in the tax-filing business by the end of this page (or sooner). Just looking for the login link? Go to hrblock.com and use the person icon in the upper right-hand corner to sign in or create a new account. You can also bookmark the link at www.hrblock.com/login/, so you can access it again easily. Quick Troubleshooting Let’s double-check a few things before we go further: Usernames and passwords are case-sensitive, so “jsmith” is different from “JSMITH.” Check your caps […]

Before You File

Where can I buy an H&R Block tax software CD to do my 2023 taxes?

H&R Block tax software CDs are no longer available to purchase. The CDs have fallen out of common use and represent significant environmental impacts. In addition, disk drives in home computers have become increasingly uncommon. For these reasons we no longer offer the CD. Don’t worry, you can still buy and download our H&R Block tax software from our tax software page. You can still do your taxes digitally without an H&R Block tax software CD Even though we no longer offer the H&R Block tax software CD, the program you need is still available to download on our website. […]

While Filing

How do I import last year’s tax return into my H&R Block Tax Software?

Though the software from H&R Block helps you import last year’s tax return and tells you what you need, you still might have some questions about the process. First, let’s start with the files you can import in H&R Block Tax Software. There are two types of files you can use to import your tax return: If you have both a tax data file and a PDF of your return, the tax data file will let us import more tax return data than a PDF of your return. How to import last year’s tax return? To import last year’s tax […]

While Filing

Tax Document Photo Upload in H&R Block Software

Even when it’s easy, filling out taxes can take a long time. The info on one form might not seem like much, but the more you have, the more time spent entering in those numbers. That’s why H&R Block offers photo capture to help speed up the process and finish your taxes faster. With photo capture, you can take a pic of your W-2 for a photo upload instead of entering in all your W-2 info manually. How does photo upload of my W-2 work? To use photo capture in H&R Block Software products: Take a pic of your W-2 […]

Technical

How Do I Use H&R Block Tax Software Printing?

We can help you figure out how to print your return from your H&R Block Tax Software. It’s easy! When you print the tax return, you can print your entire return or individual forms: Open the H&R Block Software. On the My Taxes screen, click Open Return beside the return you want to print. Click Print on the toolbar in the upper-right corner of the screen. In the Return list box, choose the return (federal or state name). Then choose one of these: Official return — Prints all official forms in your return and the instructions for filing them. Official return plus worksheets — Prints […]

Technical

How Can I Uninstall H&R Block Software?

If you no longer want the H&R Block Software installed on your computer, you can uninstall it for your Windows or Mac operating system. Before you remove the H&R Block Software from your computer: Make sure you disable any antivirus software you might have running. Back up your tax return data file to a backup location or USB drive. How to Remove H&R Block Software on Windows or Mac Here’s how to uninstall your H&R Block Software on a Windows computer: Save your return, then close the H&R Block Software and any other programs you might have open. Press and […]

Software

While Installing H&R Block Tax Software, I Get a DOS Mode (MAC) Error. What Should I Do?

When you’re installing your H&R Block Tax Software, you might get an error message that says, “This program cannot be run in DOS mode (MAC).” This means the Windows version of our H&R Block Tax Software installer is being downloaded to your system in error. Fixing a DOS Mode (Mac) Error To fix the issue with DOS mode Mac, contact an H&R Block support specialist for additional assistance at 800-HRBLOCK (800-472-5625).