H&R Block Post-Tax Return Software Support

We know you want to get your refund as soon as possible, so we make it easy for you to use H&R Block to check your refund status. First, in H&R Block’s tax software, you can check your return status. If you e-filed your return: Open your original e-filed return in the H&R Block Tax Software. You can’t check the status from a duplicate file. Click the Check Status link next to the return file in the Continue with a Saved 2024 Return list box. If your return status is IRS Accepted, you can check the refund status for your H&R Block […]

If you can’t pay your entire balance due when your file your taxes, you still have options for paying off your taxes when you’re ready at a later time. One option is to use H&R Block to set up a tax payment plan. With a payment plan, you’ll be able to pay more of your taxes later. To set up an installment agreement, you can file Form 9465 through H&R Block to request a payment plan from the IRS. The IRS charges a fee to set up a payment plan. Fees vary by situation and are described in the payment […]

When you receive a message saying that your tax return was rejected because an SSN has already been used, a few things might have gone wrong. If you’ve already filed a return for this year and the IRS accepted it, the IRS will reject any other returns you try to e-file with us. However, if you haven’t already e-filed a return, make sure you entered your name and SSN or ITIN correctly on your return. The tax return will be rejected if someone else already used the SSN for you or a dependent. How to Check Your Info When Your […]

If the IRS rejected your SSN or name on your e-file, don’t worry — we’ll help you fix this. First, make sure you entered the correct name and SSN: Open your return in the H&R Block Tax Software. Click on the Federal tab, then the Personal Information tab. Click Go To, next to Personal Information. Click Next until you reach the Your Personal Information screen. Verify the spelling of each name, SSN, and / or ITIN entered on this page. If you corrected your information, you’ll need to e-file your return again. If the information on this screen is already correct, […]

When the IRS rejects a federal tax return because a dependent’s SSN or name doesn’t match their records, you’ll first want to check that you entered your dependent’s information correctly on your return. To check this: Open your return in the H&R Block Tax Software. Click on the Federal tab, then click on the Personal Information tab. Click Go To, next to Your Dependents. Click Edit next to your dependent’s entry. Verify the spelling of the name and the SSN. Click Next until you reach the Your Dependents screen. Repeat steps 4-6 for each dependent listed. If you corrected your information, you’ll need to […]

Yes, H&R Block Software does let you amend your state tax return. We support amended state returns for many states. Just open your H&R Block software to see the states supported for amended returns. Each state will also have its own set of detailed instructions for how to amend your state return. Ready to Prepare Your Amended State Taxes With H&R Block? To amend your H&R Block state return: Open your state return in the H&R Block Tax Software program. Click the Misc tab. Next to Amended Return, choose Go To. When you’re finished, you must mail your amended state return […]

After you file your 2024 return, you might find a mistake you need to fix. You can file an amended return to fix the error. If you filed your 2024 return with us, you can also file an amended tax return with our H&R Block Software — it’s easy. If you made any changes to your original return before starting your amended return, you must go back and undo those changes. Otherwise, your amended return will contain incorrect information. Prepare Your Amended Return with H&R Block Software When you’re ready, here’s how to prepare your amended return: Open your originally […]

If you filed your prior-year return in our software, you can also amend your prior-year return with us – it’s easy! If you made any changes to your original return before starting this process, go back and undo those changes. Otherwise, your H&R Block tax amendment will contain incorrect information. How to Make a Tax Amendment with H&R Block Software To amend your prior-year return: Open the originally filed return in the version of your H&R Block Tax Software for the year of the original return. Click Take Me To in the top right corner. Scroll down to Miscellaneous. Choose Amended […]

If your tax return was rejected in the H&R Block software, you can use the E-file Rejection Report to see a list of any errors that caused a rejection. You should correct all errors before e-filing your return again. The E-file Rejection Report lists the errors that were on your return the last time you attempted to e-file. It doesn’t reflect any corrections you might have already made to your return. To see the E-file Rejection Report and e-file your return again: Open your original e-filed return in the H&R Block Tax Software (you can’t check the status from a […]

When you sign your e-filed return, the IRS requires you to enter your prior-year adjusted gross income (AGI) exactly as it appears on your prior-year return. If your prior year AGI is wrong when you file, the IRS will reject your return. In most cases, when the IRS has rejected your tax return AGI, you can easily fix the amount and e-file your return again. To e-file your return again: Open your return in the H&R Block Tax Software. Go to the File menu and choose Filing Options. Choose E-File and proceed through the filing screens. On the Your 2023 Adjusted Gross […]