H&R Block Peace of Mind® Claims

Got a letter from the tax authority? Think that H&R Block made a mistake on your tax return? An H&R Block representative will be there to assist you. If you purchased H&R Block’s Peace of Mind® Extended Service Plan, then you can file a claim. To initiate the process, contact an office near you or call 1-800-HRBLOCK within 60 days of the initial tax notice.

Common FAQs

A local office will need to make a copy of your return and all relevant documentation and send the file to the H&R Block Peace of Mind® Claims Administration Department. The claim will be reviewed and processed. Occasionally, additional information may be requested from you. If the claim is approved, you will receive an approval letter and a check from H&R Block’s corporate offices. If the claim is not approved, you will receive a letter explaining the reason for the denial.

Once all required documentation and information have been provided, your claim will typically be resolved within 4 to 6 weeks.

Federal Law states that if your tax liability is paid by someone else, the amount of that payment becomes taxable income to you. You will need to include your Peace of Mind® payment on your tax return next year. If the combined Peace of Mind® payment is $600 or more, you will receive form 1099-MISC from H&R Block next year. H&R Block is not responsible for the payment of any taxes you may owe on such income.

Payment of any penalty and interest assessed on the additional tax due will be processed under the conditions of the 100% Accuracy Guarantee.

If additional information not previously presented is now available regarding your claim, you may request a reconsideration by calling 1-800-HRBLOCK. A Client Service Representative should reach out to you within 3 to 5 business days to discuss your claim.

You should contact the H&R Block office where your claim was originally filed. You may also speak to a Client Service Representative by calling 1-800-HRBLOCK.

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Potential savings based on estimated tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2022 by taking an S Corp election and filing in 2023, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
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