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.

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.

• 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 2022 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 2022 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.

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.

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.

If you used an H&R Block Online product to transmit and e-file your extension, you might be wondering if you can change your authorized debit amount later. Unfortunately, this isn’t possible.

IRS Extension Request Rejection May Give You a Chance to Change the Amount

However, there is one way that you might get the opportunity to change the amount. On occasion, an IRS extension request can be rejected if it happened to contain errors. The silver lining of this rejection is that you might have a chance to change your debit amount.  

First, you’ll need to see if you can correct the errors. Then you can electronically retransmit your Form 4868. If you’re not able to correct the errors, you’ll need to file a paper extension Form 4868 and include an estimated payment of your taxes due.

IRS E-File Extension: What’s Next

The IRS will process your authorized payment within a two-day period. You can finish your return at any time during the next six months. Simply log in to your MyBlock account using the same username and password that you created to e-file your tax extension. 

The H&R Block Online product will guide you through an interview, which we’ll use to complete your tax forms. Be sure to complete your filing on or before the Oct. 15 extension deadline to avoid any penalties.

The post Can I Change the Debit Amount If I’ve Already E-Filed My Extension? appeared first on H&R Block.

To get a copy of your H&R Block online prior-year return, sign in to your account with the same username and password used to originally create the account. Then, just access the Prior years link in the Taxes section. You’ll then see all the years of tax returns available in your account. Choose the year you want to see, then click View My Tax Return.

The post How Do I Get a Copy of My Previous H&R Block Tax Returns? appeared first on H&R Block.

To find and correct the errors in your return, follow these steps from the Accuracy Review Results page:

1. Choose Fix Issues in the lower right-hand corner of the page.
2. Correct any errors and choose Next.
3. Choose the Federal tab and choose Check for errors and missing information.
4. Choose Next.

If you know that the information you entered is correct, you can ignore the issues. You might not be able to e-file the return, however, if the issues aren’t cleared. In that case, you should print and mail your return.

The post What Should I Do If An E-file Issue Is Not Really an Issue? appeared first on H&R Block.

You can:

• Prepare it yourself with H&R Block Software Our software programs allow you a convenient do-it-yourself option that you can easily download from our website. You’ll find editions to complete your federal and state taxes for the previous year and other years’ back taxes.
• Get a prior-year return prepared at any of our H&R Block offices. One of our knowledgeable tax professionals can help you file your prior-year federal and state taxes even if you choose to complete your current-year taxes online.

Note: We recommend that you complete and file your prior-year returns before beginning your 2023 return.

The post How Can I File Prior Year Returns Online? appeared first on H&R Block.

The IRS will attempt to deposit your refund into whatever account you enter, so you’ll need to make sure you’re authorized to use that account. If you’re not authorized, the bank will reject the transaction. The IRS will then send a check to the address on the return.

Tell us the routing number and the bank account number for the direct deposit account in the filing portion of the program. If you don’t have a bank account, you can pay using another person’s credit card. If you’re expecting a refund, you can have the check mailed.

An Emerald Card Is a Convenient Option for Receiving Your Refund Electronically

Another option is to have your refund deposited on an H&R Block Emerald Prepaid Mastercard® instead of a bank account. With an H&R Block Emerald Card, you have a secure and convenient way to access your refund by using it everywhere you’d use a Debit Mastercard® — Ex: at the grocery store or ATM.

The post Can I Direct Deposit My Refund Without a Checking Account? appeared first on H&R Block.