When H&R Block Makes a Mistake: Navigating the Financial Consequences

October 10, 2023

When it comes to filing taxes, many individuals and businesses turn to professionals for help. H&R Block is one of the most well-known tax preparation companies, serving millions of clients each year. However, as with any human endeavor, mistakes can happen, even with reputable companies like H&R Block. In this article, we will explore what happens when H&R Block makes a mistake and how you can handle the situation.

1. Identifying the error

The first step in dealing with an H&R Block error is to identify the error. This may involve reviewing your return and comparing it to your records, or it may be a notice from the IRS or state taxing authority indicating a discrepancy. Regardless of how the error is discovered, it’s important to gather all relevant documents and information related to your return.

Once you’ve identified the error, it’s important to understand its nature and potential consequences. Common tax preparer errors include data entry errors, miscalculations, missed deductions or credits, and misinterpretation of tax laws. By understanding the nature of the error, you can be better prepared to address it with H&R Block.

2. Contact H&R Block

Once you have identified an error made by H&R Block, the next step is to contact the company directly. H&R Block has a customer support system in place to address potential issues and resolve them as efficiently as possible. You can usually contact H&R Block by phone, email, or by visiting one of their local offices.

When contacting H&R Block, be prepared to provide detailed information about your return, including the specific error or issue you have identified. It is a good idea to have all relevant documents and records available to support your claim. H&R Block will likely request this information to accurately assess the situation.

3. Correct the error

Once you notify H&R Block of the error, H&R Block will begin the process of correcting the error. Depending on the nature and complexity of the error, this may involve filing an amended return or additional communication with the IRS or state taxing authority.

H&R Block is responsible for correcting any errors on your tax return and helping you resolve any resulting issues, such as penalties or interest.

FAQs

What happens if H&R Block makes a mistake?

If H&R Block makes a mistake on your tax return, they are generally responsible for correcting the error and any resulting financial consequences. Here are some possible outcomes:

Can I get a refund if H&R Block makes a mistake on my tax return?

If H&R Block makes an error on your tax return that results in you paying more taxes than you should have, you may be entitled to a refund. H&R Block should rectify the mistake and assist you in filing an amended return to claim the refund.

What should I do if I suspect H&R Block made a mistake on my tax return?

If you suspect that H&R Block made an error on your tax return, it is advisable to contact them as soon as possible. Provide them with the necessary information to support your claim, and they should investigate the matter and take appropriate actions to rectify any mistakes.

Can I sue H&R Block for making a mistake on my tax return?

In certain circumstances, you may have the option to sue H&R Block for making a mistake on your tax return. However, it is advisable to explore other avenues first, such as contacting H&R Block’s customer service or escalating the issue within the company, as they may be able to resolve the matter without legal action.

Does H&R Block provide any guarantees for their services?

Yes, H&R Block offers a guarantee for the accuracy of their tax preparation services. If an error occurs on your tax return due to their mistake, they will reimburse you for any resulting penalties and interest, and they will also amend your return at no additional cost.

What steps can I take to prevent mistakes on my tax return prepared by H&R Block?

To help minimize the chances of mistakes on your tax return, you can take the following steps:

  1. Ensure that you provide H&R Block with accurate and complete information about your income, deductions, and other relevant details.
  2. Review your tax return carefully before signing and submitting it.
  3. Ask questions if you are unsure about any aspect of your return.
  4. Keep copies of all documents and records that support the information on your tax return.
  5. Consider consulting with a tax professional or accountant to review your return for accuracy.