H&R Block Online Customer Tax Support and Help Center | H&R Block https://www.hrblock.com/tax-center/support/ Wed, 30 Nov 2022 21:16:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 How do I claim the unemployment income exclusion for my state? https://www.hrblock.com/tax-center/support/online/online-tax-filing/while-filing-online-return/state-unemployment-exclusion-instructions/ Thu, 25 Mar 2021 21:33:25 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=56621 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 […]

The post How do I claim the unemployment income exclusion for my state? appeared first on H&R Block.

]]>
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: 
      1. Sign in to taxes.hrblock.com
      2. Complete your federal taxes as normal.
      3. Once you get to the Choose the state you want to prepare or State Welcome screen, use the File tab at the top of the screen.
      4. Use the Next button, then continue through the rest of the screens until you’ve filed.
      5. When your state is ready:
        1. Sign in to taxes.hrblock.com 
        2. Go to the State tab and continue your state return.
        3. When you’re done, go to the File tab option to file your state return.
    • Option B: File your federal and state return today – however, because your state isn’t ready to file, you might need to file an amendment. To do this, you’ll just need to complete your taxes as normal. Then, if you later find out you need to amend, here’s what you’ll do:
      1. Sign in to taxes.hrblock.com. 
      2. Choose File an amended return
      3. Follow the steps to update your return and submit your amendment.  

Check back often! As we learn about how the states will apply the rule, we’ll update the information in the linked document above. As always, it’s good to check to see if your state has guidance on how to handle the unemployment income exclusion. 

The post How do I claim the unemployment income exclusion for my state? appeared first on H&R Block.

]]>
How do I change my account or downgrade my H&R Block online tax program? Can I switch to H&R Block Free Online? https://www.hrblock.com/tax-center/support/online/online-tax-filing/while-filing-online-return/change-or-downgrade-my-account/ Fri, 05 Mar 2021 20:33:30 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=55971 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 […]

The post How do I change my account or downgrade my H&R Block online tax program? Can I switch to H&R Block Free Online? appeared first on H&R Block.

]]>
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 your account or change to H&R Block Free Online, just call us at 1-800-472-5625 and tell us what you need. When prompted, you can say any of these:

  • Downgrade
  • Wrong product
  • Accidentally upgraded
  • Downgrade my account

Have your account info ready — this will be your Blockcare ID, phone number, or email address. We’ll then ask you questions to get you to the right product, whether you need to change your product or switch to H&R Block Free Online.

Keep in mind, we can’t transfer your personal info to a downgraded product. This means, you’ll have to start over.

The post How do I change my account or downgrade my H&R Block online tax program? Can I switch to H&R Block Free Online? appeared first on H&R Block.

]]>
How Do I Get My AGI From Last Year? https://www.hrblock.com/tax-center/support/online/online-tax-filing/finalizing-online-return/get-agi-from-last-year/ Fri, 19 Feb 2021 16:58:00 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=40741 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 […]

The post How Do I Get My AGI From Last Year? appeared first on 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 2021 return on Form 1040, Line 11.

How to Locate Your Previous Year AGI If You Don’t Have Access to Your Return

If you can’t find your prior-year AGI, you have a couple of options. You’ll need to request a copy of a return for 2021 from the IRS, which you can do any of these ways:

  • View or download a transcript of your return online at www.irs.gov.
  • Go to www.irs.gov and request a hard copy transcript of your return be mailed to you. This will take 5-10 business days.
  • Call the IRS at 800-908-9946 and request a hard copy transcript be mailed to you. This will take 5-10 business days.

If you and your spouse filed jointly last year, your spouse’s AGI will be the same as yours. If your spouse had a different AGI, you’ll need his or her information to get their AGI from the IRS.

After you have the correct AGI, go to the overview of your online account and complete these steps:

  1. At Check Status, next to the federal e-file rejected, click Next Steps.
  2. From the Check Your E-file Status screen, click Next.
  3. On the Review Your Rejection Messages screen, click Fix Issues.
  4. On the Correcting Your Federal Electronic Signature screen, click Next.
  5. You can now edit your last year’s AGI and/or PIN.
  6. After you edit those fields, click Continue to File.
  7. Click the E-file button.
  8. Click Next to continue through the e-file process.

The post How Do I Get My AGI From Last Year? appeared first on H&R Block.

]]>
How Do I Connect to H&R Block With Online Chat? https://www.hrblock.com/tax-center/support/online/online-tax-filing/while-filing-online-return/online-chat-support/ Sat, 13 Feb 2021 17:33:43 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=40713 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. […]

The post How Do I Connect to H&R Block With Online Chat? appeared first on H&R Block.

]]>
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 Block chat support is available. You can connect with live chat Monday to Sunday, 7 a.m. CST to 12 a.m. CST.

The post How Do I Connect to H&R Block With Online Chat? appeared first on H&R Block.

]]>
H&R Block Online Login and Login Issues https://www.hrblock.com/tax-center/support/online/technical-issues-online/login-issues/ Wed, 20 Jan 2021 11:31:00 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=40457 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 […]

The post H&R Block Online Login and Login Issues appeared first on H&R Block.

]]>
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 lock.
  • If you can’t remember your password, here’s what we’re looking for:
    • 8-30 characters
    • One uppercase letter
    • One lowercase letter
    • One number
    • One special character (Ex: $, #, %, or !)

If none of that helped, you’ve probably forgotten either your username or password. We don’t blame you — we have a hunch it’s been at least a year since you’ve used it.

Forgot Username/Password?

If you’re not on the Sign in screen yet, go to hrblock.com, use the Profile  icon in the upper right-hand corner of this screen, and choose Sign in to my account.

From the Sign in screen:

  1. Click on Forgot username/password? under the Password
  2. Enter your email, mobile number, or username. You’ll have three tries to enter the info for your account. (Go ahead and use up the three if you can’t remember the right one.)
    • If we couldn’t find your account after three tries, fill out the account lookup screen, hit Next, and you should be back on track.
  3. You’ll get a security code sent to the email or phone number you gave (to verify it’s really you).
  4. Enter that code into the Security code field you see on your screen and hit Next. (If you don’t have access to that email or phone anymore, click Try something else and follow those steps.)
  5. Now, you should see a screen with the account we found for you. If there’s more than one, choose the one with the most recent Last Sign In date and click Reset Password.
  6. If you had to use Try something else in this process, you should go directly to Account Settings (once you’re signed in) and update your contact info so you can get back in next time.

Still need help?

If none of that helped, you can create a new account. You’ll just want to have a copy of your return from last year to make things easier this year. If you need a copy of your return from last year, you can request a transcript from the IRS instead. We know that might be frustrating, but we have to keep things secure around here.

The post H&R Block Online Login and Login Issues appeared first on H&R Block.

]]>
Where can I buy an H&R Block tax software CD to do my 2020 taxes? https://www.hrblock.com/tax-center/support/software/software-tax-filing/before-filing-software-return/tax-software-cd-alternatives/ Tue, 27 Oct 2020 15:49:04 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=53975 At H&R Block, we’ve noticed that fewer and fewer people are using our CDs to do their taxes with H&R Block Software. That’s why we’ve switched to offer only software downloads and new in-store options. Not only does this help to cut down on the environmental impacts of tax software CD packaging, but it also […]

The post Where can I buy an H&R Block tax software CD to do my 2020 taxes? appeared first on H&R Block.

]]>
At H&R Block, we’ve noticed that fewer and fewer people are using our CDs to do their taxes with H&R Block Software. That’s why we’ve switched to offer only software downloads and new in-store options. Not only does this help to cut down on the environmental impacts of tax software CD packaging, but it also helps us focus on the needs of the growing number of people who don’t have access to disc drives.

However, if you’re really set on having that physical H&R Block CD, we do have one option for you. If you choose to buy and download our software from our tax software page, you’ll have the option to add on a tax software CD for a small fee.

How to Download or Buy Your H&R Block Software Without a CD

The good news is, our H&R Block Software isn’t gone – we’re still offering it in various other forms.

We suggest going to our tax software page and downloading your H&R Block Software directly. Not only can we help you find the software that’s best for you, but you’ll also be able to download your H&R Block Software immediately, without any need to go to a store. If you decide you do want an H&R Block Software CD after all, you can also add that to your download purchase for a small fee. Both the CD and the download will give you access to the exact same software.

Still want something physical? Or maybe you’re planning on heading by the store later anyway? You can still buy our software at a physical store, like Best Buy or Walmart. If you choose this method, you’ll get a card telling you how to download your software. There won’t be a H&R Block Software CD, but make sure you keep the activation code included – you’ll need it to get your five free federal e-files.

If none of those options sound like what you want to do this year, check out our Ways to File Taxes page. There, you can see all of our tax prep options, including filing by yourself online, going into an office, and lots of options in between.

The post Where can I buy an H&R Block tax software CD to do my 2020 taxes? appeared first on H&R Block.

]]>
How do I import last year’s return into my H&R Block Tax Software? https://www.hrblock.com/tax-center/support/software/software-tax-filing/while-filing-software-return/importing-last-years-return/ Tue, 04 Feb 2020 16:42:03 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=48458 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 […]

The post How do I import last year’s return into my H&R Block Tax Software? appeared first on H&R Block.

]]>
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 from last year:

  • Prior-year tax data file from:
    • H&R Block software
    • TurboTax software
  • PDF copy of your return from any source, including:
    • H&R Block Tax Software
    • H&R Block Online
    • H&R Block tax office
    • TurboTax online or software
    • TaxAct Online
    • Any other tax prep company where you have a PDF copy of your prior-year return
    • A scanned PDF copy of your paper return

If you have both a tax data file and a PDF, the tax data file will let us import more tax return data than a PDF of your return.

How to Import Your Tax Return From Last Year

To import last year’s tax return to H&R Block Tax Software, follow these steps:

  1. On the My 2019 Taxes screen, click Start a Return.
  2. On the How do you want to import your taxes from last year? screen, choose the type of file you want to import.
  3. Click Next.
  4. Choose the tax return file you want to import, or drag and drop the file if it’s a PDF. If the file you want isn’t listed, click Browse to find it.
    • H&R Block tax return files from last year have a .T18 extension.
    • TurboTax® files have a .tax2018 extension.
    • PDF files will have the .pdf extension.
  5. Click Import Selected File.
  6. On the successful import screen, click View Summary to see a summary of the info you’re importing.
  7. Click Next.
  8. Enter a file name for your return. The program will automatically save it the Documents/HRBlock folder.
    • You can also use the Browse button to save your return to a different folder.
  9. Click Save and Continue.

The post How do I import last year’s return into my H&R Block Tax Software? appeared first on H&R Block.

]]>
Tax Document Photo Upload in H&R Block Software https://www.hrblock.com/tax-center/support/software/software-tax-filing/while-filing-software-return/photo-capture/ Wed, 22 Jan 2020 19:41:27 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=48060 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 […]

The post Tax Document Photo Upload in H&R Block Software appeared first on H&R Block.

]]>
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:

  1. Take a pic of your W-2 with your phone.
  2. We’ll text you a secure link. You’ll only need internet access to use the link — no app required.
  3. Open the link on your phone.
  4. Follow the on-screen instructions.
  5. Once the upload is done, confirm the data from your W-2 photo upload to make sure it’s all correct.

With that, you’ll be able to continue with your taxes and reach any refund you might deserve even sooner.

We won’t store or share your phone number with anyone, by the way. And as with any text, message and data rates might apply.

The post Tax Document Photo Upload in H&R Block Software appeared first on H&R Block.

]]>
How Do I Use H&R Block Tax Software Printing? https://www.hrblock.com/tax-center/support/software/technical-issues-software/tax-software-printing/ Fri, 01 Mar 2019 19:56:18 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=41571 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 […]

The post How Do I Use H&R Block Tax Software Printing? appeared first on H&R Block.

]]>
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:

  1. Open the H&R Block Software.
  2. On the My Taxes screen, click Open Return beside the return you want to print.
  3. Click Print on the toolbar in the upper-right corner of the screen.
  4. 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 a copy of all official forms in your return and data entry forms and worksheets.
    • Selected forms/materials — Prints only the forms you choose.
  5. In the list, choose the forms you want to print. We’ll show you the estimated number of pages that will print.

You can choose to print:

  • My Forms — To see all forms and worksheets in your return with data
  • All Forms — To see all forms and worksheets, including those without data

You can also print the mini-worksheets and itemized lists for a form. Just choose Include mini-worksheets and itemized lists. You can’t print mini-worksheets or itemized lists by themselves or submit them to the IRS or state.

Print Tax Return Without a PDF

If you don’t have a PDF copy of your return or you no longer have the data file for your return, you can:

  • Get a free transcript from the IRS.
  • Order a complete copy of your return from the IRS for $50.

The post How Do I Use H&R Block Tax Software Printing? appeared first on H&R Block.

]]>
How Can I Uninstall H&R Block Software? https://www.hrblock.com/tax-center/support/software/technical-issues-software/uninstall-software/ Fri, 01 Mar 2019 19:56:01 +0000 https://www.hrblock.com/tax-center/?post_type=support&p=41544 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 […]

The post How Can I Uninstall H&R Block Software? appeared first on H&R Block.

]]>
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:

  1. Save your return, then close the H&R Block Software and any other programs you might have open.
  2. Press and hold down the Windows Key on your keyboard, then press R. A Run window will open.
  3. In the search box, type Control Panel.
  4. Under Programs, click Uninstall a program. If you see Programs and Features, choose this option.
  5. In the list of programs installed on your computer, find the H&R Block program you want to uninstall.
  6. Highlight the H&R Block Software, then click Uninstall.
  7. Follow the on-screen instructions to complete the uninstall process.
  8. If you have any state programs installed, follow steps 5-7 to completely uninstall all H&R Block Software.

Here’s how to uninstall your H&R Block Software on a Mac computer:

  1. Double click the Finder icon on the dock.
  2. Choose Applications.
  3. In the list of applications installed, find the H&R Block Software you want to remove.
  4. Drag the H&R Block icon into the trash.

Your H&R Block Tax Software should now be uninstalled.

The post How Can I Uninstall H&R Block Software? appeared first on H&R Block.

]]>