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H&R Block Tax Software / software glitches

1 Goldsboro, NC, United States Review updated:

I have both worked for H&R Block and used their software for over 10 years. I had always recommend both their offices and their software, even after last year, when we discovered there was a software glitch that was miscalculating self employment taxes, which changed my sister's refund from $5900 to $3800 after the IRS re-calculated the H&R Block software error. I kept my faith in H&R Block until this year when the same mistake from last year happened again.

I did both my sister's and my return by hand while also completing tax prep with H&R Block software to make sure that last years problem did not happen again. Well it did and I immediately contacted H&R Block to inform them it was still a problem. Unaware that another of my sisters had already filed her return using H&R Block software to end up paying Efiling fees for an 8 to 15 day return, which ended up taking 6 weeks, with no refund of her Efiling fees and a return of $2900 verses $3509 that H&R Block software had stated she would receive.

H&R Block agreed they had a program error that they were releasing an update on Feb 11, 2010 to correct this glitch. I waited to an additional 3 weeks to file both mine and my other sister's return for the update to be released and installed before I completed our returns. Even after this update, my sister's return stated she would get $6800 back, but after Efiling and paying the Efiling fees, she did not get her return in 8 to 15 days, she got her return in a month, and the return was $4400 with the explanation that there was calculation error.

This has created many issues because H&R Block software advertises they guarantee accurate returns, but when you call them on this guarantee, their answer is to refund you the money you paid for their program. Oh and lets not forget their useless apologies.

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  • Ta
      21st of Mar, 2010
    0 Votes

    And now you see the problem with tax software. If the preparer doesn't understand the results,
    they have no idea if the refund is correct. This is why I always stress the importance
    of understanding where each and every number on the return comes from and how it was
    calculated. Last year Turbo Tax had problems, this year it's H&R Block. Next Year? Seems like a crap shoot to me.

    You indicated you have worked for H&R Block. Now imagine someone who doesn't have the tax knowledge you have, yet believes that since they can check e-mail and surf the net, they must be qualified to do their own tax return. I saw a self-prepared return a couple days ago that had entries on almost every adjustment line and expense line. This person figured the more entries the better.
    Of course the IRS audited and he has an $11, 000 tax levy headed his way. I offered to do the
    2009 return, payment due on completion of course!!!

  • Gh
      13th of Apr, 2010
    0 Votes

    Had same issue... it glitched after I printed the returns. I found the issue is that is originally filled out the Short schedule SE and then for some reason after I printed, it went to Long Schedule and didn't transfer some of the data to that section!?!
    Frustrating to say the least.

  • Ki
      22nd of May, 2010
    0 Votes

    Ha! Ha! I thought I was the only dull color in the box.. You know the one you get in the mail early January every year from H & R Block ? It doesn't have all the updates in the tax laws so, that's why I waited till March 18th to file.. That one didn't have the glitch out of it and I played a hard game trying to get my money for the services that they screwed me up on

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