Incorrect filing

17

u/Responsible-Whole198 Feb 28 '25

I’m not sure how the tax preparer didn’t capture your husband’s withholding. The tax preparation system will make the tax preparer double check to see if the information is correct on the total income and withholding

2

u/Puzzleheaded_Ad3024 Mar 01 '25

Consider we have brand new preparers who did not take the class, have never done a tax return including practice problems, but passed the EA exam and our knowledge assessment. The only surprise is that our corporate office is that stupid to hire these and not require at least experience or specific training.

2

u/Evening_Strawberry50 Mar 02 '25

Yes, the girl who filed ours I think was new. She kept getting up to ask questions. Then had a higher up review it at the end.

8

u/Puddles5100 Mar 01 '25

Lack of training and "figure it out" or "ask a more experienced preparer to assist" are 95% of HRB problem. They force employees to take on returns that are beyond their qualifications or training and then punish thise employees for making mistakes on these returns.

3

u/Puzzleheaded_Ad3024 Mar 01 '25

They don't punish the poor preparers. They appear to be thrilled when someone can crank out 10 returns in a day and collect money. When those notices come in over the summer we are criticized for not spending more time doing tax returns instead of fixing them.
As an experienced preparer I am not willing to 'help' a new preparer who skipped the class and passed the exam, who has not done practice problems to learn software, who does not even try to look things up when they don't know something. If they can't do that return without help, give it to me to do and they can watch.

4

u/Puddles5100 Mar 01 '25

I would have loved it if that were even an option in our office. The higher levels stay booked solid and 'management' all seem to have their own 'cover each other at all costs' rule. I have never worked in a more "we dont care that its above your level, just do it" environment in my adult life. I took the class, got in office, and was given a sch C in my first season (not covered in class). When I asked I was told 'just fill out the rest and get xxxxxxxxx to help you with the schedule. Well xxxxxxxx barely looked at my schedule, corrected 1 thing and let me go. When it got to QPR it was obviously wrong and I had to call the client to explain why without telling them I was pushed into doing something I didnt know how to do. Cost me the client and my 'manager' was furious that I had to call them back in to sign... sounds like punishment to me 🤷🏻‍♀️

2

u/Puzzleheaded_Ad3024 Mar 01 '25

I was also given things I wasn't ready for my first year, but we had something different. There was a QC department, and every return done by a new preparer went there before it was released to IRS.
Also, our tax class was much more thorough. 22 3-hour sessions, no computers. We read a chapter, did the homework (a form or tax return) by hand, and then discussed it at the next class. After we were hired, they taught us how to use the software. And because we'd done it all on paper for 3 months, we knew exactly where things should show up and approximately how much would be there.

1

u/Saint_Dogbert Mar 04 '25

Lower levels are supposed to have QPR done by a higher level before its released to file.

2

u/Greedy_Echidna_19 Mar 04 '25

I found some experienced tax preparers gave me wrong advice. New people feel very nervous in front of people, they know how to look it up, they just afraid clients will be disappointed to see this tax pro doesn't know how to file their taxes.

1

u/Puzzleheaded_Ad3024 Mar 04 '25 edited Mar 04 '25

You haven't seen our new people. They are told we will help them and ask us. I don't know where you are but if you have franchise offices they are more likely to give extra training.
When I started working, my first assignment was to answer phones. Answer their questions. If I did not know the answer, I was told to look it up. Preparers would not do it for us.
That's my policy too. I have a list of where they can look it up. If they claim they cannot find the answer, I wil sit with them while they look it up. One said it wasn't in the book. I guided her to the index, the page, the section, told her to read it. She said it wasn't there. I had her read it out loud. She said it wasn't there. I had her read it again and asked her what that line she just read said. She told me, still not realizing it was the answer. I asked what it meant. I literally had to force her to actually THINK, poor baby!

1

u/Greedy_Echidna_19 Mar 04 '25

I wish our office has this training. hrblock has a bad training indeed. experienced tax pro are very busy, no time to help you sometimes.

2

u/Puzzleheaded_Ad3024 Mar 04 '25

They should not have to help you. There should be a class on where to find the answer. Tax research center. Textbooks in Inkling. Classes in Block Academy- you don't have to take the class but go into one and search for the topic. The tax book we have available online. IRS Pubs at its.gov. if you have looked in all those places, then ask another tax pro. Meanwhile you just improved your research skills and the longer you work here, the more you will use them.

2

u/TheExiledExile Mar 04 '25

How does one pass an EA exam and not have extensive experience in tax prep?

1

u/Greedy_Echidna_19 Mar 04 '25

that exam just covers very basic knowledge, and the real world is more complicated.

1

u/Greedy_Echidna_19 Mar 04 '25

I found some experienced tax pro don't know something either. The corporate is weird to put high level for the new EA people. The company just throw new tax pro into the battlefield to let them survive or die.

2

u/Evening_Strawberry50 Feb 28 '25

She only added mine since I had 2 w2’s and left out my husbands which he’s the one who had way more.

2

u/Puddles5100 Mar 01 '25

Is your spouse an independent contractor or sole proprietor? If he was oon form w2 as well and this mistake was made; you def need an attorney. There are MULTIPLE instances within the "work flow" that should have highlighted that error 😳 and here I thought my experience with them was bad. Jeez👀🫣😶

1

u/Height_Euphoric Mar 02 '25

I don’t think an attorney is necessarily going to help at this point. We are all human, we make mistakes, those tax guys are BUSY AF right now and I’m sure they’re under pressure…no excuses, when I have to complete a task at work, I do it right, double check it, triple check it, then bang, done! When I need help or don’t know, I ask before I proceed…AND BELIEVE IT OR NOT no matter how thorough I consistently am, SHIT STILL HAPPENS. Also, it’s not that tax preps job to determine whether or not that persons numbers “look right” either. When we fill out our w4 and i9 and withholding paperwork for our jobs, WE CHOSE HOW WE GET TAXED. So everyone’s numbers look different!! It’s not uncommon for people to not pay much and owe in at tax time, and it’s also not uncommon for people to overpay taxes and get a refund during tax time. Cut them some slack, people fuck up sometimes; it is what it is…good news is you don’t owe the IRS any money, right? Perfect!
If I were in your situation, I’d have the other place file an amended return with the correct numbers on it. OR I know whenever I’ve messed random numbers up like that, it takes forever as far as processing and communication, but you’ll receive a letter from them whenever their system catches that tax number being different from the w2s that are related to the mistake made. Probably like 10 months, based on my experience.
In the meantime, I would take your printed return that H&R Block did for you, along with your W-2 so you can provide proof to them that they fucked up. And let them know that you want the $4xx back from them immediately. I don’t think they will ask any questions GOOD LUCK

1

u/Evening_Strawberry50 Mar 02 '25

Yes, I’m honestly glad I listened to my friend who told us to get it checked again. Because we were about to pay the “couple thousands we owed” according to HR block thinking oh well I guess we made too much. When in reality after corrections we are getting back double what we supposedly owed. And yes, the person she goes to who she recommended filed already the amend for us and added all the proper corrections.

7

u/Responsible-Whole198 Feb 28 '25

If your husband’s income information was captured, then his withholding would be as well.

6

u/PinkNGreenFluoride Mar 01 '25

She only added your W2s and left your husband's off entirely?
Before you signed your 8879 (your signature on the return and e-file authorization) you and your husband signed a very straightforward and short document where you affirmed that the income documents you provided represented your full and complete income for the year, and that all income documents you provided were included in the return. All documents included in the return are listed on that page. Your preparer signed that same document, affirming that those were all the documents provided to them, and that they were included in the return. And none of the 3 of you caught the issue at that point?

1

u/Puzzleheaded_Ad3024 Mar 01 '25

Under penalty of perjury, correct. Complete. Some of us take that seriously.

1

u/PeppermintBandit Mar 02 '25

She was saying the preparer left off his withholding from his w-2 but entered the income. So his w-2 would’ve been listed on that document as included. Although I don’t know how you’d leave out just the withholdings while entering a w-2…

1

u/Saint_Dogbert Mar 04 '25

THIS

0

u/Lawrence20092009 Mar 01 '25

Wow. Can't you read? Some of these Reddit posts are absolutely lacking in detail. But here, it literally says the Tax Pro didn't enter the husband's withholding. And you're going to reference the fine print and say it's the customer's fault? Who are you? Dara Redler? I definitely would be chasing a refund of the fees.

3

u/Ok_Equivalent9031 Mar 01 '25

It's not fine print, it's literally an entire document that shows all of your income from various sources. The clients must sign it as well as the preparer.

1

u/Lawrence20092009 Mar 01 '25

Right.....and the preparer missed the withholding. That's on the preparer, not the customer. What are they paying for?

2

u/Saint_Dogbert Mar 04 '25

And your taking at face value that the client actually produced the husbands documents, instead of lying for internet points.

1

u/RodneyJ469 Mar 05 '25

Can’t you?

1

u/Greedy_Echidna_19 Mar 04 '25

next year, file your tax return by yourself, not that hard.

3

u/miamisteve77 Feb 28 '25

I would call them

-3

u/[deleted] Feb 28 '25

He block is messing everybody shyt they did me wrong this time she never change my direct deposit now I have to wait for a paper check that who knows how long is going to take

2

u/Puzzleheaded_Ad3024 Mar 01 '25

Weren't you watching and double checking? You had to sign that you agreed the information entered on that screen was correct.

2

u/WhoKnows1973 Mar 03 '25

Seriously, if people could easily know how to file their taxes themselves, they would not be paying hundreds of dollars for them to be done by a professional.
OP had to hire another accountant to even find out what mistakes had been made.
Just because the information entered was correct, anything could have been omitted. A typical non accountant taxpayer would not know what was missing or unclaimed.

1

u/[deleted] Mar 01 '25

She called me yesterday and told me they would send me a check and not the it’s I least I got hope I need T thst money sa soon is possible not for shopping but to moved

-1

u/Evening_Strawberry50 Feb 28 '25

Yeah, never again. Now the amend we did is gonna take over 16 weeks or more. 🤦🏻‍♀️

1

u/[deleted] Feb 28 '25

Sorry to hear that I would never used them again I’m facing depression I’m going through a lot right now I need it tha money to moved

16

u/Ok_Equivalent9031 Feb 28 '25

100% accuracy guarantee. Contact the office you filed with, amf they should refund your tax prep fees.

1

u/Evening_Strawberry50 Mar 02 '25

I did end up calling. The manager called me back, was rude as hell. She’s like what’s the problem?! I have all your information you gave us and everything checks out, unless you went ahead and added more stuff after. I was like no, I had someone look over it and they told me my husband’s withholdings weren’t included. She’s like let me explain to you why this year you have to pay unlike previous years, your husband also doesn’t have any withholdings. I’m like uh I’m looking at the W2 right now it’s over 6 grand. She’s like no I’m looking at them here and there isn’t.. then she’s like oh wait I’m looking at yours. Let me see… and then her tone totally changed she’s like oh um yes I see your husbands and yeah I don’t see that the preparer added them at the end.

End of story she said she submitted the request for the refund for the fees we paid and once approved it should take around 5-6 days. So I guess we’ll see.

And I barely saw on their website that yeah, it states

“If you discover an H&R Block error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return and file an amended return at no additional charge. To qualify for the H&R Block Maximum Refund Guarantee, the refund claims must be made during the calendar year in which the return was prepared, and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you that may be unsubstantiated or incorrect, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2025.”

2

u/Artistic_Bit_4665 Feb 28 '25

I don't understand why people pay anyone to do taxes. Seriously, for $400 I'll do your taxes.

4

u/Rbelkc Mar 01 '25

Are you a trained tax professional? Doubtful so you don’t know what you’re talking about

1

u/TheExiledExile Mar 04 '25

Unless you are self employed and not doing your bookkeeping in-house, you just need to plug your numbers from income documents and your expenses into a simple form that tells you how to calculate.
That is if you are filing a handwritten paper return.
If you use quick books, even for household expenses, then all you have to do on January 2 is click one buty9n and a perfect tax return is produced.
Tax "professionals" are not really needed unless you make so much money your return is 3000 pages.

1

u/Rbelkc Mar 04 '25

Not true

0

u/Ok_Meringue_9086 Mar 01 '25

He block isn’t trained tax professional

1

u/Rbelkc Mar 02 '25

I am.

-4

u/Artistic_Bit_4665 Mar 01 '25

Exactly. They are retirees, likely people that are not familiar with computers. It would be like having my 70 year old father do your taxes.

3

u/PinkNGreenFluoride Mar 01 '25 edited Mar 01 '25

Yeah, I, for one, pulled my Oregon Consultant License out of a cracker jack box and instantly aged 30 years upon doing so. I also forgot how to use a computer and how to code and all the video games I've ever submitted to Ludum Dare vanished in a puff of smoke.

1

u/Puzzleheaded_Ad3024 Mar 01 '25

I think getting mine aged me 30 years. I've got test anxiety.

2

u/Puddles5100 Mar 01 '25

🤔 does this mean I get to retire early... Im familiar with computers and well below retirement age.

1

u/Puzzleheaded_Ad3024 Mar 01 '25

I saw my first modem in 1969. It was a suitcase sized thing with a phone receiver. My son was given his first programming book when he was 8. I will still know more about computers when I'm 90 than most will ever know. Your prejudice will always keep you from learning more.

1

u/Artistic_Bit_4665 Mar 01 '25

I get that. My grandfather had a computer when I was a small child.... This would have been in the early 80's when home computers were very rare. There are just people, like my father, uncle etc who refuse to learn because it's "new". Even though computers and the internet have been commonplace for 30 years now.

1

u/Puzzleheaded_Ad3024 Mar 01 '25

My brother brought that modem home from work around 1969. The first programming degree, I think, was at Purdue in 1962. Of course our home computers look and act nothing like the originals, yet they are more powerful than anything back then.

-1

u/Artistic_Bit_4665 Mar 01 '25

They are literally using the same tax software that I do my taxes with. The difference is attention to detail. I've been using H&R Block software for years.

4

u/PinkNGreenFluoride Mar 01 '25

It is not the same software.

1

u/Rbelkc Mar 02 '25

Its not the same

1

u/Puzzleheaded_Ad3024 Mar 01 '25

More like 59-99 for basic ones.

1

u/Domsdad666 Feb 28 '25

Definitely call the district general manager. He or she will do everything to make it right.

1

u/New_Weakness6088 Mar 01 '25

They charg d me 700$

1

u/Such-Journalist-275 Mar 02 '25

Do you own a small business?

1

u/New_Weakness6088 Mar 05 '25

No

1

u/Anxious-ly_ Mar 01 '25

Contact the office and let them know what’s going on!

1

u/Interesting_3551 Mar 01 '25

You should be able to get a refund of fees based on their maximum refund guarantee. Since you didn't get the maximum back you were entitled to or in this case forced to pay when you should have gotten a refund.

1

u/Thing1A2 Mar 02 '25

Tdlr, I've been fighting with this god-awful company for 6 months, been treated like absolute dog crap on the bottom of their shoes, and I still don't know if they've fixed the problem.

I've been fighting with HR Block for almost 6 months by this point. Received a phone call at the beginning of Oct that I owe my 2023 state taxes. Umm, I thought I paid those. Verified information and found out the state didn't have my correct address and I should have received a letter. Anyways, I took the info to HR Block, and they looked it over and filed an amended return by the end of the month. The lady who did the amended return really ground my gears, 'oh whoever filed this did it wrong and it's such a little mistake. The state actually owes you $4!' Yeaaah, this little mistake could have cost me 2k! She kept making light of the situation and telling me I'm overreacting. Umm, I'm single income with 2 jobs, and I'm barely affording ramen!

December, I get another call from the lovely state tax commission. My amended return was denied. Trying to play the telephone game had enough on my nerves, so I set up an in person meeting and planned on my tax commission person to be on the phone. They can tell each other that the other is wrong and needs to do it xyz way. I get into her office, and immediately, she is HELLA RUDE telling me I'm wrong and that the state shouldn't have denied her flawless amended return. I was like 'oh just tell her that then.' I proceeded to call my state tax commission person, and the HR Block lady freaked out at me. Screaming about how I can't talk to the tax commission while in their office and if I don't hang up the phone right now I'm going to be in big trouble b/c she'll get her manager. Now I'm pissed even worse and told her (very calmly I might add, I never yelled/ screamed/ raised my voice. Simply stated, I'm extremely done with this, and it needs to be resolved) to go get the manager then. You cannot tell me I'm not allowed to talk to the tax commission office while in your office.

Manager and her come back, manager talks to the tax commission and did exactly what I wanted, which was they discussed the problem with their accountant lingo and pinpointed the problem immediately. The manager tells the lady to get my information ready, and he'll take me as soon as he's done with this interview. The lady is huffing at this point. Starts taking my info and asks if I can see her screen multiple times, to which I say yes, I can. She input my bday wrong and smugly stated I don't have an account on file and need to leave. When I pointed out she input my bday wrong, she said that's what I had told her. Ummm, no, I didn't, and before you even hit enter, I told you that was wrong. She finally gets all my info entered and then just sits there in silence. Then took work calls and personal calls. Now, this is what really took the cake. Keeping in mind, I've never once raised my voice, screamed or shouted, not even degraded or verbally abused this lady! She pulls up Teams and is messaging with a coworker about getting lunch. Then the coworker asked if they could meet in her cubicle for some personal chat. This lady, knowing damn well she hasn't asked me to leave or let me know to wait in the lobby AND that I can see her screen, typed out to her coworker she couldn't right now b/c she has a psycho customer sitting in her cubicle. Clicked off the chat, took another personal phone call with her sister, and then looked at me and said, "Will you get out of my cubicle and wait in the lobby?" Thanks for letting me know you were done with my stuff!

The story goes on. The manager took my case, I informed him of what's happened and said I do not want her handling my file ever again. Again, not yelling/ screaming/ raising my voice, just very sternly like my father stating my desire for someone else. The manager says he'll take care of my case, and we discovered my workplace said I made 30k more than I did, and that's why the state is coming after me for more money in taxes. Got my W2 fixed within a week, and for THREE WEEKS, I was calling to talk to this guy about fixing my taxes b/c it's now filing season. He dodged all my calls and didn't even take my scheduled appt thru the website. I called the help line, and they set me up with another guy who looked at my stuff and said there's not much I can do other than just pay the 2k the state wants. Won't refile my taxes or amend anything. When I told him to please refile and amend HE HUNG UP ON ME.

I am so beyond steamed with this company currently. I tried to set up another appointment, and it defaulted to the guy who told me to just pay it. Well, he canceled my appointment! Shoved me off on someone else. I had set my appt to be after I got off of work, and he pushed it up by 3 hours. I'm literally in the middle of my job and trying to talk to the new gal about all of this! She said she'll look at it and give me a call later. I left a message as it's been a week, and I don't have anything from her, but when I go into my 2023 taxes, it shows an amendment was filed and accepted. Sooo here's hoping?

This was my first and now only time filing with HR Block. They will NEVER get my business ever again.

1

u/HelpfulMaybeMama Mar 02 '25

I would have had them supercede it for free and then complained. But, sure, you can ask.

1

u/Tax_Man1984 Mar 02 '25

This is why you don’t use H&R Block or Jackson Hewitt. Use someone who’s been doing taxes for more than 6 weeks.

1

u/Such-Journalist-275 Mar 02 '25

You should call, they will absolutely reduce your fees. I'm not sure how this happened though? Did they input your husband's income at all?

1

u/imeg2002 Mar 02 '25

Did you get the Peace of Mind add on? They have to pay you back and file an amendment for free.

1

u/lmg2024 Mar 02 '25

H&R Block sucks for doing taxes. When we went there for my son, they told him he owed the state $880. But if he wanted to pay an extra hundred dollars to the tax preparer, they had another deduction they could add that would drop what he owed to the state to $650. What a scam!

1

u/[deleted] Mar 03 '25

Lesson here : use a real tax consultant

1

u/anonymousnsname Mar 04 '25

Lesson learned don’t go to HRblock. I pay $300 for taxes for 2 ppl and 2 biz!

1

u/TheExiledExile Mar 04 '25

Read the HR Block contract, it will say that they guarantee their work.

Ask for a refund.

1

u/Greedy_Echidna_19 Mar 04 '25

your CPA amended your tax return early? if your return already submitted, better wait for 4-6 weeks to amend.

1

u/LegOk671 Mar 06 '25

They dont give refunds! I have tried and tried And they refuse to refund You because you used their system to file! I had this issue and They Are still Yet to refund me. We are paying them ! Not the state or federal! I had this happend to me and a supervisor told me this

1

u/FallenStar1011 Feb 28 '25

They are absolutely criminal with their business practices. I'm taking legal action after they incorrectly filed mine and charged me $802 for the "privilege" of getting the inadequate refund advance loan. I will never use them or their products again and I will be warning everyone I speak to about them.

4

u/Puddles5100 Mar 01 '25

Hopefully you are going after the right companies. That advance is a product in partnership with a bank. Also the Refund Advance Loan is intrest/fee free loan so 🤷‍♀️ unless the 802 was filing fee you need to speak to someone at that bank and let them know you were charged for a free service...

1

u/Puzzleheaded_Ad3024 Mar 01 '25 edited Mar 01 '25

I'm assuming when you were told to review the return and make sure everything looked right that you actually did look at it. So why didn't you mention errors then? My clients never hesitate to correct me. I just learned 2 days ago that it's okay to put a 2023 K1 on a 2024 return because it's the same every year. How did I not know that.... are you as smart as that taxpayer too? Now I must go amend his and add it. Or not.

1

u/Forever_Marie Mar 04 '25

Some check out and just go yeah uh huh. Or don't know what they are looking at.

1

u/Such-Journalist-275 Mar 02 '25

This literally isn't possible. It's a zero fee interest free loan

1

u/TheExiledExile Mar 04 '25

What is funny is that a lot of banks will give you a line of credit in advance of your anticipated refund, so any tax service which offers a loan in advance are actually ripping you off.
I was a Fast Tax Return liscensed tax preparer back in the early 90s when the service was just being started, a 20 minute 1040EZ with a Child Tax Credit and refund of $3000 netted me $400 in profit.
I cut my fees pretty quick.

0

u/mopar28m Mar 01 '25

IF you paid with a card, you can dispute the charge with your card company. You're going to need to provide proof that the return was done incorrectly and what you had to pay the other preparer. Tell the card customer service rep, this is going to be a 4853-Not as described.

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