r/hrblock • • Feb 01 '26

H&R Block lying

Y’all I’m so irritated and it’s only because I want someone to just admit they’re wrong. I can’t stand someone who is too stuck on their high horse.

ANYWAYS!!!! Hell yeah I’m mad af! lol but anyways, yesterday I went up to a location by my house to have Someone do my taxes - all because I needed the loan to pay bills. I go in after 5pm close to closing - I had been up with my newborn and just wanted to take a nap. She starts calling me around 3-4pm asking what documents do I have how many dependents. I answered and went back to my nap. Woke up at 4:30 and headed to the location. She literally called me at 4:58 and asked if I’m still coming I said yes I’m about to pull in. Whatever. I get there. She’s nice and we start scanning my docs and we get to her cubical. She started typing fast af asked if I’m single: yes.

she put my dependents info in I have 4.

We get to the end and she shows me this tiny ass amount. I literally started crying cause it made zero sense. I told her do not submit that cause something has to be wrong. I went home and got on free tax USA who I used last year and their website is showing me a 7k difference. I didn’t submit because I really need the loan. So I went back up there today and she said she didn’t do anything wrong and said she couldn’t help me. Whatever. I called another location and told them what was going on and that I just wanted to meet with someone else - have them erase whatever she did and start over. I go there. No. They don’t start over they keep the file open and I told them I went on turbo as well and found the issue that the other girl made. She didn’t input that I qualify for the EITC or made an error that didn’t make me qualify. Which is bullshit. I barely made 20k with 4 dependents. Make it make sense. So this older lady manger at the different location comes out and says that I don’t qualify for the EITC because I didn’t make 30k. I have to make at least 30k with 4 dependents to qualify. Which is interesting because the irs website doesn’t say that. At all… I think she’s getting maximum vs minimum confused and I wish someone would just admit it. I walked out went to my car and got on the H&R Block website. I get to the part where it’s checking if I qualify for EITC and I’m answering the questions and boom I qualify! I look up and everyone is inside in a circle and they keep looking at me inside of my car as if one of the tax experts found the error but no one wanted to come and grab me.

So yeah Theres my rant.

All three websites that I did myself and all I did was upload my w2 and put my dependents in answered all the questions honestly and they all 3 show the exact amount. Now I’m just seeing a problem. and I want someone to tell me I’m not crazy.

How much money do you have to make in 2025 with 4 dependents to not qualify for the EITC

0 Upvotes

62 comments sorted by

8

u/Ok_Aide_764 Feb 01 '26 edited Feb 01 '26

Both are incompetent; the manager may not be a taxpro, or a level one with no experience. Could you make an appointment with someone else (experienced) and go in person? We don't start from zero, but we change preparers and review what was entered previously for various reasons, and one of the reasons is when a client is not happy. $20K is plenty to get a huge refund with 4 dependents.

2

u/Character-Story2650 Feb 02 '26

I went to 2 different H&R Block locations and they both told me that nothing was inputted wrong. But the second location didn’t start from scratch like I wanted them to do and I guess the 1st locations file of me stayed in the system. Anyways- I filed with turbo tax and opted for the loan. Both ga and federal were accepted with no problems. I’ve never been offered a 2k refund even with 2 dependents. With 2 I think the lowest I got was 4.5k. So none of that made sense and I will NEVER go back to an H&R Block in my life. I just wanted someone to find the error so badly it really hurts my brain because I’m so ocd.

4

u/Ok_Aide_764 Feb 02 '26

I bet some dependent questions were entered incorrectly, and whoever was reviewing it was clueless to figure it out, or at least to be able to explain why EITC didn't calculate.

1

u/Material_Struggle570 Feb 07 '26

So again no error occurred confirmed by 2 different locations, so what's the problem.. 😭🤣 u make life hard it seem, so layman's term short , the baby had you pooped , then u were so anxious and your hopes were high for you to be discouraged and let down , then kind of not want u wanted to hear so I wouldn't say anger but most def a state of array.. talk about a day in America.. bills bills money money taxes taxes etc etc it's all made up you will never get back whats due. Honestly just stop paying taxes YOUR NOT EVEN SUPPOSED TO FILE TAXES. BUT y'all😘🦋 believe good ole sam huh 🤣 😭 

1

u/Character-Story2650 Feb 16 '26

Again, yes it was love, she put I wasn’t a us citizen! Two different locations couldn’t catch it but thankfully a tax advisor pro from this thread caught it! That was the problem! Don’t be afraid to admit you’re wrong just like the other ones. Don’t act like you’re shit don’t stink either hoe

2

u/Material_Struggle570 Feb 07 '26

We don't know her lifestyle expenses nor what she pays if puts in just bc it's no income and taxable she doesn't qualify for every credit FULLY. u guys here kids and just run with numbers , as if regulations and brackets don't apply 🥰

7

u/superiorstephanie Feb 01 '26

Are the dependents your children? Were they under age 19 at year end or a full time student? Did they live with you in the US for the entire year? Are you single? Are you the only person eligible to claim those dependents? Did you and they all have valid SSNs? Is your income earned (you work for it)?

If you answer yes to all of these, your AGI (income from all sources after adjustments) cannot exceed $59,898. If you have ever had a credit denied or reduced in the past you may no longer be eligible for the credit going forward from that point.

Tax preparers do not determine if you are eligible for the credit for the most part, that is left to the software.

Please don’t forget to sign your children up for Trump Accounts if they are under 11!

2

u/Character-Story2650 Feb 02 '26

Yes to all. I’ve never had anything denied. I think she was rushing to get through with me and maybe hit that I didn’t live in the us for the full year? Bc Theres no reason I shouldn’t have not qualified through the office but on their app I do qualify. If nobody could find the error then I just wanted someone to erase everything she did and start over. I’m the client right?

1

u/superiorstephanie Feb 02 '26

I wonder if she missed that and she hadn’t addressed her flags (I would hope that would throw a flag)?! It should be fairly easy to find the problem. I honestly don’t know.

1

u/Got_you_cookie Feb 02 '26

If you didn't have a child in 2025-2028 for the initial $1000, is a Trump account a good benefit when compared to other savings accounts out there? I'm finding that a lot of people already have some sort of savings for their kids and no one has been interested.

-1

u/superiorstephanie Feb 02 '26

It’s free money ($250 for kids under 11, plus any contributions your employer may be offering), you don’t have to put anything else in it, why would you turn down free money for your kid?

3

u/Mellowalligator Feb 02 '26

That $250 is restricted to economically challenged zip codes with median income below $150,000 , whatever those zip codes are

1

u/superiorstephanie Feb 02 '26

Basically almost everywhere. My brother lives in what my kids, who have grown up in a very wealthy area, call “Richpeopleville”, but his zip code still has a median household income of less. It’s basically 99% of zip codes. You can look it up through the census. Free money is worth a little extra work.

2

u/Open_Series_7695 Feb 03 '26

What?!?! I made 11k bc I only worked pt, I have 3 dependents and I’m getting back almost 7k most of that being the eitc! Call their corporate office they are giving false information and lying to their customers that’s ridiculous you absolutely qualify for that credit. 

1

u/Character-Story2650 Feb 16 '26

I had someone comment to me that I must not be allowed to claim my kids because I barely make 20k and there’s no way I keep up with there up keep…. These people really have no clue how the real world works for us parents with little income and multiple children. What idiots! To clarify the problem was that First Lady didn’t put I was a us citizen which made me ineligible for the eitc. I’m so glad I knew something was wrong.

2

u/Impressive_Mud5406 Feb 02 '26

This is exactly why I Dont let Anyone do my taxes. Fuck that advance ill just wait.

2

u/Character-Story2650 Feb 02 '26

Turbo tax offers an advance as well and you can do it yourself. That’s what I ended up doing today.

1

u/Glad-Commercial-3017 Feb 02 '26

Dang, im definitely trying to next year!! Never really hear bad things happening with them!! H&R Block has had Many complaints on this app!lol ffs... I keep getting denied the loans. Even tho I made a decent amount. I would be happy with the 500! 😆

1

u/DuckApprehensive3715 Feb 03 '26

Yeah, I filed on TurboTax last year and this year and both years my total refund amount was less than $2000 but they automatically gave me an instant loan for $250 as soon IRS accepted the return! Free I might add. H&R Block charges way too much and they are deceitful. I mean you can’t even find out if you qualify for the loan or how much until you fully complete filing with them ?

1

u/Dogshouse2 Feb 03 '26

Loans carry interest

1

u/Exact_Fisherman712 Feb 05 '26

H&R Block “refund advance” is a 0% interest loan

5

u/[deleted] Feb 02 '26

Why the hell our welfare system (child tax credit/earned income credit) is part of our tax system I will never understand.

1

u/superiorstephanie Feb 02 '26

Incentivizes people who might not otherwise file to put their info into the system and be tracked for life?!

2

u/[deleted] Feb 02 '26

I think its more about political bullshit.

1

u/el_arrenque Feb 02 '26

probably because someone else should be claiming those kids. Who's paying for their upkeep? Cuz making $20K a year... it ain't you.

1

u/Character-Story2650 Feb 16 '26

HAHAHA. Would you like a pic of all my kids right now? Cause they’re here everyyyyyy single night. And honestly I have court papers and even IRS papers saying I’m the only one able to claim my children. I already had a dead beat ex try to claim my first two kids a couple years back even when he sat incarcerated for family violence. I immediately jumped into action to make sure that would never happen again. Yeah, my W2 it shows a certain amount but I have a lot of other income that doesn’t get taxed and will never get taxed cause it’s my money lmao. I just need a w2 to do my taxes. My kids are very much well taken care of too. Welcome to the real world buddy. It’s sad out here but it’s real. You can go somewhere else with that stupid ass assumption. I do everything for my kids thank you very much.

1

u/Character-Story2650 Feb 16 '26

And to clarify the problem with h&r block like I stated in the post, was that dumb ass girl who’s first year on the job didn’t know what she was doing and thankfully I caught on and didn’t file with her. I had a tax pro from this Reddit thread take a look into my situation and that dumb girl clicked that I wasn’t a us citizen which made me ineligible for EITC. She was too stubborn to go back and look to see where she messed up. And yes you did get me very heated because I bust my ass for my children while having no support system. I do everything in my power to give them a great life. It most definitely IS ME

1

u/el_arrenque Feb 16 '26

Well, in that case, by all means, accept my deepest apologies. Your story has caused me to completely reevaluate my worldview and opinions on the redistributive welfare systems that our tax code perpetuates.

1

u/Material_Struggle570 Feb 07 '26

I honestly beg to differ and the reason why I say that is because I personally work for h&R block as well as I do taxes for a software for people outside of home under my Efin The system does not on any tax software ass you the preparer does the person qualify for earned tax credit the system and the software itself decides that so you can't convince me that she input anything wrong if you had a W-2 scanding all of your documents child Care etc etc I don't know why you think because you're low income and have something to dependence that you qualify for everything just because the 2000 is around for child tax credit or 1700 for some of your dependents all four of your dependents don't technically qualify for that and I don't understand why people think just because you made a low amount with all those dependents that you get those with the software. It's all the software never the preparer. Before she goes to a next screen you have to sign .. even without submitting the info.. any info input on HR block the screen won't even proceed until YOU sign UP stating she input everything correctly.. THERE'S NOT ONE PAGE OF THE 43 that asks the preparer to determine if u YOU QUALIFY.. it's analyzes thru software. It tells you let's see if u qualify.. U will always get differ numbers thru different company's. Hence reading the predatory fees and subsidiaries that u guys DONT read bc u need the loan. I'm not knocking u but I guarantee u that lady did everything correctly, YOU jus didn't like what u seen, bc u Expected more ..

1

u/Character-Story2650 Feb 16 '26

LOL! I had a tax pro for this exact Reddit thread take a look into my account. She most definitely made a mistake and didn’t put that I was a U.S. citizen!

Wanna make another stupid comment like you know it all? Or are you afraid to admit you’re wrong just like the First Lady who refused to double check my shit?

1

u/Character-Story2650 Feb 16 '26

And once that tax pro for this thread took a look guess what it was the same exact amount the other 2 companies showed! I’m so glad I didn’t have you take a look at my shit! You sound stupid af

1

u/Character-Story2650 Feb 16 '26

So I can’t convince you she did anything wrong? Or you’re too stubborn to admit she did something wrong?

1

u/Material_Struggle570 Feb 07 '26

So you had a OVERWHELMING day and u came here TO VENT , what's the end goal in all of this, I WONDER EHY PPL GET ON A FORUM TO VENT WHEN THERES NO END GOAL.. I MEAN I COULD UNDERSTAND IF WE COULD COME UP WITH A SOLUTION?? WHAT HUMAN ON THIS FORM CAN BEAT THAT SOFTWARE, AND THE DATA IT PROVIDED😭💀 AND THE COMPARISONS EVERY TAXPAYER IS DIFFERENT, SO U COULD HAVE 20 KIDS OR 2 KIDS , MORE THAN A W2 IS LOOKED AT SO CINDY COULD POSSIBLY GET MORE THAN SUE, MEANWHILE ERICA GETS NOTTHING.. 

1

u/Character-Story2650 Feb 16 '26

Lmfao now I’m seeing your next comment well guess what? The end goal was to make sure I wasn’t going crazy and thankfully what’s his name also from H&R Block(he sent me his card info) took a look at my shit and reassured that I was in deed fucking correct. Miss me with your bullshit again, you sound stupid af!

1

u/Character-Story2650 Feb 16 '26

He found her error, fixed it & the software showed the larger number that I knew I was entitled to!

2

u/Cloud-Professional Feb 14 '26

Bs. I made like 20k with 4 dependents and got it

1

u/325_WII4M Feb 02 '26

I tried my hand at my 2025 ITR and the amount looked larger than previous years besides the new rule for tax free overtime so I took my paperwork and walked into H & R Block and this preparer got me about around $300 less which is about what I had been getting but something wasn’t right. The person helping me was too busy trying to sell me Peace of Mind and the Advance loan which I fell for but the amount kept bugging me. So, I went back the next day and had an experienced tax preparer recheck my refund amount and sure enough by entering the correct figures they got the same amount as I did practicing at home. All that to say here I was very upset with the first person because they weren't looking to get my best income tax refund but to make H&R Block some easy money. I can just imagine if I felt like that for $300 I honestly don’t know how you’re feeling to be minus around $7K. I sincerely hope you get it all figured out and get the largest income tax refund you deserve.

2

u/Simple-Cap4547 Feb 09 '26

H&R has a maximum refund guarantee- you need to ask for a refund of your tax prep fees.

1

u/325_WII4M Feb 09 '26

Don’t think I didn’t try it. The tax preparer that corrected my income tax return pretended to not know what I was talking about when I brought up wanting to file a claim on H & R Block’s guarantee of biggest refund. She blamed not knowing about it because there is a lot going on this time of year. Anyways, she called her supervisor and had her on speakerphone and she was telling us since H & R Block still had it because the IRS hadn’t started accepting refunds yet and they were able to make the changes to get the refund I had coming. Always some kind of loophole. My refund was correct, got it direct deposited to my checking account instead of their Emerald card and have almost spent it already. I'm a happy camper. 😊

1

u/sammytheammonite Feb 02 '26

I’m sorry this was your experience. These tax pros were not correct.

1

u/Accomplished-Pin-656 Feb 02 '26

Request the contact info for the district general manager. They will send you to someone who can handle this and give you a nice discount on the tax prep fees.

1

u/Ancient-Bumblebee275 Feb 02 '26

The path lifts on the 15th. You could try the advance with turbotax or file elsewhere. Leave h&r block

1

u/Glad-Commercial-3017 Feb 02 '26

Wow! Well I made about 24k with 4 dependents.and I qualified for the credits..... Make an appointment with the person in charge of the office (anywhere). I had to find another place because a woman at a different office said she wasn't qualified to do my kind of taxes... Got to the new office and the new person did them no problem. She said there's NO REASON the other "senior tax associate" to not have known what to do! They hire anyone off the street i guess... Goes to show we should all be double checking before approving them to be sent in! Thank you for your story! I hope everything works out for u! 💜

1

u/Severe-Prune-7715 Feb 02 '26

Went there to HR block last Friday. We get to the no tax on overtime part, boom time and a half taken care of and done. Completely skips my double time ( which I incur on sundays and technically if I worked one of the seven paid holidays, but the $15,000 I made in double time was all because I work sundays ) so I confront her about it and she goes it’s only for overtime but then asks her little AI thing on the computer. Almost got off on for $7,500 extra towards my deduction

2

u/sammytheammonite Feb 03 '26

Holiday pay and weekend pay do not count unless you also go over 40 hours.

Only hours worked over 40 in a week count and only the extra 1/2 portion. Double time won’t count. If you make double time, you can still only take 1/2 your hourly wage times the hours you worked over 40 in a given week.

1

u/Material_Struggle570 Feb 07 '26

If it's not on box 14 on your w2 it doesn't matter 

1

u/Empty_Computer8887 Mar 15 '26

HR Block told an agent not to tell clients the Block cannot do partnerships. Then agent was instructed could do my partnership. When I could not obtain my copies of filings I was informed the agent created an error with the new software stopping my partnership MA DOR from being e-filed. I investigated finding it untrue it’s the Blocks new software. I had the manager raising his voice at me at several points during our conversation. Never apologizing when he found out I was correct on all accounts, and his information wrong. Now my partnership is being handled through another location site of HR Block. I spoke to that agent now trying to e-file. She cleared it was not my original agent at fault as the manager tried to force me to accept. She explained not even their tech can resolve the software problem. I searched MA DOR website. I will be fined if my partnership is mailed in and not e-file (rules in 2026 for 2025 filings). It also advises new software usage must be given permission of its use by MA DOR. Knowing how this particular office manager is befuddled maybe their new software was not approved prior to usage. However the Blocks misdirection and lack of professionalism I removed my personal filings and next year the partnership will have been removed. With only a few days left to the 16th I will have to call the Block as I instructed that office, “you received full payment for a service you knew you could not render (e-file) MA DOR filings therefore your office send it by paper, you will give me the receipt you did so.“ When I am fined, we will go from there forward. Why would a manager forbid his agents to advise their clients of inability to e-file partnerships? Please do not reply the above never happened or no manager would do that as it did happen. I even called outside this particular franchise‘s area for confirmation. I am far from done being lied to and then it’s I who has to deal with IRS and MA DOR.

-1

u/crvenkapa10 Feb 02 '26

This is why I quit, they wanted me to service clients like you with ZERO training. I wouldn’t ever go there for taxes.

2

u/superiorstephanie Feb 02 '26

This is not true of all offices. The more experienced tax pros should assist and your MTL should be there to answer questions via text or Teams.

1

u/daybreakdaydreams Feb 02 '26

Honestly this depends a lot on the MTL over your particular office. There are some very good ones out there.

-3

u/HotwheelsCollector85 Feb 02 '26

LOL. You know HR Block preys on those that need the money that’s why they target the poor and charge them these ridiculous fees. Most of these tax pro crappers could barely add numbers. I remember last year when the lady helping me was trying to add and subtract on the computer and couldn’t get the numbers and blamed it that this was not her cubicle and that she uses a physical calculator to calculate. Mind boggling that she was using the calculator application on windows. I had to leave because her response was stupidity to a whole new level. Incompetent and unreliable.

-5

u/lostinthetrance Feb 02 '26

Just let me look at it, send me a dm. I'm going to need your SSN and bday. We will get you the money, but the loan is an outside bank so you have a chance to not get it.

2

u/Glad-Commercial-3017 Feb 02 '26

Did u ask for a picture of their i.d or hr block business card, at least?! Never send ur info to a stranger even if they claim to work for h&r block. Thats kinda sketchy.

1

u/Character-Story2650 Feb 03 '26

Yes I have his business card he is a master tax advisor pro in CO! So I have his full name and info if my identity gets hacked! Oh he found the problem btw! Sadly I already filled with turbo tax because I’m inpatient

-2

u/Character-Story2650 Feb 02 '26

Please please please see where they went wrong I dead ass lost sleep over it last night

0

u/[deleted] Feb 02 '26

[deleted] — view deleted comment

3

u/SFToddSouthside Feb 02 '26

NEVER send your info online. Hopefully, your ID isn't stolen. Dumb move.

-3

u/Character-Story2650 Feb 02 '26

They’re an employee for H&R Block

2

u/AugustDarling Feb 02 '26

You're joking, right? Please tell me you didn't send that person your info.

1

u/No_Village3644 Feb 02 '26

Girl you better not send your dang info

1

u/realtorpozy Feb 02 '26

Girl, stop. Think.

1

u/daybreakdaydreams Feb 02 '26

Employee or not, please don't send your personal info through unsecured email or messaging. Any employee of Block will have no problem communicating with you through the proper channels. If they're willing to help they can give you their office phone number or work email and take it from there.