Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.
05-02-2017 02:46 PM
I have been using HR Block online services for years. I have never encountered an issue until this year. As i was reviewing my return because i always do it myself then send it in to be verified and signed off. I noticed i received someone else return in the mail. I contacted the office and was asked to return the documents i received. I do so and never heard from them again until i contacted them asking what was going on with my paperwork. And what they were going to do about sending my information ss numbers included to someone else. I got nothing i was sent a copy of my taxes no offer to monitor my credit for false charges or accounts. I will be using another service next year.
05-03-2017 12:05 PM
Welcome to the H&R Block community.
I'm sure that H&R Block has requested the return of your documents from whomever received them just like they requested the return of the other person's documents from you. The good news is that if your documents were sent out to someone else by mistake then it was another client of the office that worked on your return who would have received them, so it's not likely that your information will be used to obtain credit or anything of that nature.
You could call support at 1-800-HRBLOCK and request to be put into the Tax Identity Shield program for free under the circumstances rather than having to pay the $35 fee. That would automatically run your information through the H&R Block system to check for fraudulent filing activity each year for 3 years starting with next tax season.
However, I would suggest getting an identity protection PIN number through the IRS just to be on the safe side because the bigger worry is that if your information does fall into the wrong hands somewhere along the line that someone will use your information to file a fraudulent tax return next year. An IP PIN will prevent that by making it impossible for anyone to file a return under your name & social security number without entering the IP PIN that is assigned to you, and that's much better protection than anything that any tax preparation company could possibly offer. IP PIN numbers change every year which makes them even more effective (the IRS mails a new one out to you at the beginning of each January). You can reach the IRS' identity protection division at 1-800-908-4490 and they'll help you get an IP PIN set up that will be in effect for the next filing season.
If you have any other questions I'll be glad to help.
Senior Tax Advisor (Tampa, FL)