DIY Products

DIY Products

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.

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Pioneer
Posts: 1
Registered: ‎05-02-2017

Wrong informatiom

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. 

Tax Pro
Posts: 5,780
Registered: ‎02-23-2016

Re: Wrong informatiom

Hi Dartania,

 

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.

 

Louis,

Senior Tax Advisor (Tampa, FL)

Pioneer
Posts: 1
Registered: ‎08-25-2017

Re: Wrong informatiom

As wrong information goes, what do you guys do if one of your "tax specialists"  spells the customers name wrong, and employment wrong. I assumed after spending over an hour with the lady that she had everything correct but I never thought to look until I get a notice from state taxes that they need my Social Security card, it threw me and I realized my name was spelled wrong on the letter from the treasury dep....so I look at my taxes and well the lovely woman spelled my name wrong, not only was it a terrible experience with her she messed up my tax return. H & R block made a killing on me since I told the lady I wanted to pay there but then she decided to not listen to me and decided to have it taken from my tax return that cost me more then paying up front as I was trying to do, and she ignored me 3x over it....best part of it is I have 15 days to fix this issue and the office is only open Monday and Tuesday from 9am-3pm.....I work 13hr days I work 8am-9pm I get 15min breaks witch is when I have the chance to maybe eat and use the restroom I have no time to be calling waiting on hold and messing with this office. Never again will I go through H & R block.

Tax Pro
Posts: 5,780
Registered: ‎02-23-2016

Re: Wrong informatiom

Hi Jessem55fan,

 

Welcome to the H&R Block community.

 

I am sorry that you had such a terrible experience, however I may be able to help.

 

First, did you call the state department of revenue to verify the letter?  I ask because I find it odd that they would ask for your social security card instead of simply rejecting the tax return.  Normally your name or social security number being incorrect (a mismatch) would result in an immediate rejection if you e-file, and that works the same way for both federal and state and is the same no matter who you file your tax return through.  If you haven't called your state DOR you should do that first.  There is usually a phone number for them in your letter.

 

Once you've verified the letter and you know it's real you should follow the instructions in the letter.  However, if your state will allow you to send them a corrected return by mail that could work better for you because then you could do that in your spare time and drop it in the mail on your way to work or on a Saturday morning.  If you call your state, tell them about your work situation and ask if mailing a corrected return would work or if there is some other option they can give you (something that you can mail or fax).  Do not mail your social security card.

 

Of course if you would like H&R Block to correct the error then that's possible too.  Under Block's standard guarantee the office must correct your return at no cost to you if it's within 60 days of filing the return.

 

As for your fees being taken out of your refund, I can't make any promises, but since you did request to pay up front at the office multiple times you might consider filing a claim for the $35 fee.  Your district manager would be the best person to speak to about this part of your situation.  If the DM is not at the office then stop by or call any office and ask for them to call you.

 

Louis,

Senior Tax Advisor (Tampa, FL)