To change to the filing method, take the following steps: 

1. Click the File tab at the top of the screen. 
2. Click Next until you see this screen that reads, “Meet your new best friend, free e-filing.” 
3. By clicking Next, you’ll automatically set the return for e-filing. If you want to print and mail, you should check the checkbox there. 

Print and mail instructions 

If you choose print and mail as your filing option, we’ll include mailing instructions when you print the return. This will include where to mail the return and what to include with it. 
 
You’ll need to attach copies of your W-2s, 1099s, 1098s, and any other tax forms that have federal withholdings. The forms that need to be attached will be printed with the mailing instructions. 
 
Federal: 

• The IRS mailing address to use depends on what 1040 form you file, where you live, and whether you’re sending a payment with your tax return. 
• The IRS provides a website that will help you determine what address to use.  

State:

• The state mailing address will be printed on the cover page of your state return. If you can’t find this information, please contact your state Department of Revenue to get the correct mailing address. 
• The mailing address for the state return is listed on the instruction page of the printed copy of the return. Use these instructions to view the mailing address: 
  • 1. Find your account in the OLAT. 
  • 2. Choose the account and click View PDF. 
  • 3. Find the State Tax Return Filing Instructions page. The address is listed in the Mailing Address section. 

The post How to print and mail in your software return appeared first on H&R Block.

Don’t worry, you can still buy and download our H&R Block tax software from our tax software page.

You can still do your taxes digitally without an H&R Block tax software CD

Even though we no longer offer the H&R Block tax software CD, the program you need is still available to download on our website. You should navigate to our tax software page and choose which H&R Block tax software meets your needs. You’ll find options for both employers and employees, as well as packages meant to assist investors and real estate owners.

You can still buy our H&R Block tax software in stores like Walmart or Best Buy. You’ll receive an activation code and instructions on how to download your H&R Block tax software. You won’t receive a CD, and you won’t need it.

The activation code grants you access to download the H&R tax software you purchased, but you will need to be connected to the internet for this. Keep in mind one benefit that comes with each option available: your H&R Block tax software comes with five free federal e-files.

You can check out our Ways to File Taxes page to review these and other options to file. These include filing yourself online, in office with a tax professional, and other options along with the H&R Block tax software. Remember, the CD will not be among those options.

The post Where can I buy an H&R Block tax software CD to do my 2023 taxes? appeared first on H&R Block.

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:

• You can import last year’s tax return data file from:
  • H&R Block software
  • TurboTax software
• You can import a PDF copy last year’s 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 of your return, the tax data file will let us import more tax return data than a PDF of your return.

How to import last year’s tax return?

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

1. On the My 2023 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 last year’s tax return.
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’s last year’s tax return files from last year have a .T22 extension.
   • TurboTax^® files have a .tax2022 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 tax return into my H&R Block Tax Software? appeared first on H&R Block.

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.

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.

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.

Fixing a DOS Mode (Mac) Error

To fix the issue with DOS mode Mac, contact an H&R Block support specialist for additional assistance at 800-HRBLOCK (800-472-5625).

The post While Installing H&R Block Tax Software, I Get a DOS Mode (MAC) Error. What Should I Do? appeared first on H&R Block.

If you choose Refund Transfer, your taxes owed and related prep fees are deducted directly from your tax refund after your return is done.

Let’s review your options to pay through H&R Block

Once you’re ready to file your return, you can choose how you want to pay your federal or state balance due. You can pay taxes with a credit card or use:

• Electronic funds withdrawal (EFW). You can set your payment date anytime on or before April 15. If you don’t see that option, make sure you’ve downloaded the most recent updates for your software. You won’t owe any interest or penalties as long as you pay by April 15.
• Paper check

State payments vary, but we’ll make sure to walk you through your options when you reach that point in your return.

Do you want to request an installment payment option? Follow these steps:

• Choose the Federal tab
• In Federal, choose Wrap-Up
• Check the box labeled I’ll pay my federal balance due in installments (Form 9465) for instructions.

Yes, you can pay you taxes with a credit card, along with any related fees. However, it may be more convenient to try different options.

Payment options can’t be updated in our Software product once your return is filed. If you filed your return and would like to change the payment date you selected for funds withdrawal, you’ll need to contact the IRS at 1-888-353-4537. They’re available 24/7 to discuss your payment options, including canceling a payment. The IRS recommends you wait 7 to 10 days after your return is accepted before calling. For state tax payments, contact your state’s taxing authority to discuss your options.

The post Can I pay taxes with a credit card? appeared first on H&R Block.

The tax forms that most people need will be ready by early January. We release the H&R Block Software program with draft versions of the tax forms that are very close to what we expect the IRS and state taxing authorities to accept for filing.

This means you can get a jump start on entering your tax information early, so you don’t have to wait until all of the tax forms you need are ready for filing.

More About H&R Block Software Updates

We’ll let you know if you have tax forms in your H&R Block Software return that the IRS or state taxing authority isn’t ready to accept for filing. We’ll also let you know when you can expect an update to become available.

When the IRS is ready to accept your return, all you have to do is review the entries you’ve already made, then e-file your return.

The post Why Are Updates Required for My H&R Block Software? appeared first on H&R Block.

We have several different versions of our software program available to align with your tax needs. Our H&R Block Software is available in both retail stores and online for download.

Finding H&R Block Software Versions

To find the right H&R Block software version for you, just visit our website. There, you can learn more about the H&R Block software versions we offer and the features and benefits that work best for your tax situation.

The post How Do I Get a Different H&R Block Software Version? appeared first on H&R Block.