Anyone here ever had problems with H&R Block ? - The Firearms Forum

hkruss · 08-16-2009, 10:26 AM

I just got a letter from the I.R.S. saying my '07 return was incorrect and I owe them a couple of Kimbers worth of money! I went through the same thing about ten months ago with my '06 return. Both times, it was due to mistakes that H&R Block made on my returns! Normally my taxes aren't that hard to figure, but in both of those years, I had sold some stock options and I wanted to be sure they were figured correctly in my taxes. Assuming H&R knew what they were doing, I had them do the taxes for me. I have since discovered (and this has been confirmed later by other H&R employees) that THEY mis figured the taxes on the sale of the stock options. When I sold the options, Merrill Lynch (who handles the transaction) holds out Federal, State, S.S., and FICA (I think) to the tune of about 40 % and sends me the remaining proceeds. These taxes are reflected on my W-2. What HRB did was, they added THOSE taxes that had been with held on the options, on top of the amount listed on my W-2 when in fact they had already been included on my W-2.
So here is the part that ticks me off. Unless you pay extra for HRB 's "peace of mind" contract, they will only pay penalties and interest for any money you owe as a result of their mistake!!! If you pay extra for that contract, they are liable for all money owed. My thinking is, I went to them trusting that they knew what they were doing. Why should I have to pay extra insurance on their work! It's like having a mechanic repair your car and he says, "the work I did is probably done correctly, but you may want to buy this repair insurance in case I did it wrong!". I just think HRB should stand by their work without having to pay extra for "peace of mind"! Now, I feel sure the I.R.S. has flagged ALL of my returns, so I wont be surprised if I get more, "you owe us money" letters from them.
I tell you all of this to ask your advice and see if any of you have ever dealt with a similar situation. The local HRB district mgr. was supposed to have called me last week, of course he hasn't. I will continue trying to contact him, and I will call corporate also, thing is, I KNOW I will be stuck with it, but if anyone has some ideas to help, please share them with me. Thanks in advance, Kendall

Trouble 45-70 · 08-16-2009, 11:36 AM

Not yet. May have this problem. Will have to check. No complaint from IRS yet but have been giving my Congresscritters H*** for almost a year now.

PharmrJohn · 08-16-2009, 12:05 PM

I have dealt with HRB for probably ten years now....no problems. And it seems to me this is an HRB problem, so they would be responsible for any and all liability secondary to the return

ARB · 08-16-2009, 12:41 PM

A few years ago, we had some problems. It was probably because we had moved from another state and the guy wasn't equiped for that kind of complication. He certainly wasn't the shiniest apple in the barrel. Of course, that's why my wife takes care of all that stuff now, and not me.

oldogy · 08-16-2009, 01:06 PM

After owning a small business for many years, having a CPA prepair my taxes I decided to try my own with Turbo Tax. After finding my figures pretty much duplicating those of the CPA for a couple years I elected to do my own. One year for a reason that now escapes me I went with Tax Cut, by HR Block. I discovered a glitch in Tax Cut that HR Block was totally unconcern about and made no attempt to fix. Back to Turbo Tax for me. Now it is Quick Books, Turbo Tax and the CPA.
oldogy

armedandsafe · 08-16-2009, 01:38 PM

Many years ago, IRS hit me with a dun letter for $227,000 taxes on $67,000 gross cash flow. Took 27 years for the 15 year statute of limitations to run out and they never did find their lost decimal point.

Pops

JUNKKING · 08-16-2009, 01:39 PM

Any moron can go to HRB school of taxes and get the right to screw you royally. Their tax school is only a few months long and in my belief that is no way long enough to learn all one needs to complete an accurate tax form. If you have a simple tax form do it yourself or use turbo tax. If you have any deductions other than the norm. use a CPA. The minimal amount of difference the price of a CPA and HRB makes it well worth using the CPA. They know what is allowed and not allowed and know that even if something is allowed to be used as a deduction it may cause reason for a flag to be thrown at your return. Sometimes even if it is something you have coming to you it is not worth the hassle in the end for just a small amount can lead to huge sums. HRB doesn't care if you get audited. They stick to the old I only used the information provided to me. When you leave there that tax preparer could care less what your name is, They have been paid. At least a CPA or at least mine does can and will talk to you as a friend know your name and situation. Back to the old saying, Pay now or pay later!!

Lori Mick · 08-16-2009, 01:52 PM

I agree,
go to a CPA.

I work for a CPA and we've had many people come to us to fix up their returns after H&R screws them up.
And with their added fees, they're alot more expensive than a CPA.

Just my 2 cents!
Lori

hkruss · 08-16-2009, 02:09 PM

Yep, Junking and Lori Mick. I will NEVER use HRB again!!! For them to make the exact same mistake two years in a row is enough to convince me! I just hope the I.R.S. doesn't find any other screw ups to gig me with. On a side note, I had actually bought the "peace of mind" contract for the '06 return and they tried to deny the claim on a technicality. After many heated talks with the DM and corporate, we finally split the difference. For some reason, I did not buy it for the '07 return. Guess I expected them to know what they were doing. Silly me, huh?!!!

Soleil · 08-16-2009, 05:14 PM

Only used H&R twice. The first time they suggested that I lie about charitable donations to get more back. I said "no". Second time they lost me a bunch for not taking allowable deductions. I had to amend the filing to get those breaks. I now use TAX ACT, have been for 5 years. Get a good return, costs less than $10 and no IRS hassles.

Vladimir · 08-17-2009, 01:23 AM

I think Turbo Tax is free if you don't need state filing. Of course supposedly Turbo Tax is real complicated or something... if you ask our Secretary of the Treasury at least

.

Our tax system should be considered a human rights violation

.

08-16-2009, 10:26 AM	#1
hkruss Advanced Senior Member Join Date: Mar 2008 Location: Mobile, Al. Posts: 1,092	Anyone here ever had problems with H&R Block ? I just got a letter from the I.R.S. saying my '07 return was incorrect and I owe them a couple of Kimbers worth of money! I went through the same thing about ten months ago with my '06 return. Both times, it was due to mistakes that H&R Block made on my returns! Normally my taxes aren't that hard to figure, but in both of those years, I had sold some stock options and I wanted to be sure they were figured correctly in my taxes. Assuming H&R knew what they were doing, I had them do the taxes for me. I have since discovered (and this has been confirmed later by other H&R employees) that THEY mis figured the taxes on the sale of the stock options. When I sold the options, Merrill Lynch (who handles the transaction) holds out Federal, State, S.S., and FICA (I think) to the tune of about 40 % and sends me the remaining proceeds. These taxes are reflected on my W-2. What HRB did was, they added THOSE taxes that had been with held on the options, on top of the amount listed on my W-2 when in fact they had already been included on my W-2. So here is the part that ticks me off. Unless you pay extra for HRB 's "peace of mind" contract, they will only pay penalties and interest for any money you owe as a result of their mistake!!! If you pay extra for that contract, they are liable for all money owed. My thinking is, I went to them trusting that they knew what they were doing. Why should I have to pay extra insurance on their work! It's like having a mechanic repair your car and he says, "the work I did is probably done correctly, but you may want to buy this repair insurance in case I did it wrong!". I just think HRB should stand by their work without having to pay extra for "peace of mind"! Now, I feel sure the I.R.S. has flagged ALL of my returns, so I wont be surprised if I get more, "you owe us money" letters from them. I tell you all of this to ask your advice and see if any of you have ever dealt with a similar situation. The local HRB district mgr. was supposed to have called me last week, of course he hasn't. I will continue trying to contact him, and I will call corporate also, thing is, I KNOW I will be stuck with it, but if anyone has some ideas to help, please share them with me. Thanks in advance, Kendall __________________ obama - "non gratum anus rodentum" -->

08-16-2009, 11:36 AM	#2
Trouble 45-70 Advanced Senior Member Join Date: Apr 2009 Location: NE Ar. W. of Black River Contributor Posts: 2,703	Re: Anyone here ever had problems with H&R Block ? Not yet. May have this problem. Will have to check. No complaint from IRS yet but have been giving my Congresscritters H*** for almost a year now.

08-16-2009, 12:05 PM	#3
PharmrJohn Senior Member Join Date: Jun 2009 Location: Western Washington Posts: 975	Re: Anyone here ever had problems with H&R Block ? I have dealt with HRB for probably ten years now....no problems. And it seems to me this is an HRB problem, so they would be responsible for any and all liability secondary to the return Last edited by PharmrJohn; 08-16-2009 at 12:42 PM..

08-16-2009, 12:41 PM	#4
ARB Advanced Senior Member Join Date: Jan 2009 Location: Mid Missouri Posts: 1,184	Re: Anyone here ever had problems with H&R Block ? A few years ago, we had some problems. It was probably because we had moved from another state and the guy wasn't equiped for that kind of complication. He certainly wasn't the shiniest apple in the barrel. Of course, that's why my wife takes care of all that stuff now, and not me.

08-16-2009, 01:06 PM	#5
oldogy V.I.P. Member Join Date: Jan 2009 Location: East TN Posts: 309	Re: Anyone here ever had problems with H&R Block ? After owning a small business for many years, having a CPA prepair my taxes I decided to try my own with Turbo Tax. After finding my figures pretty much duplicating those of the CPA for a couple years I elected to do my own. One year for a reason that now escapes me I went with Tax Cut, by HR Block. I discovered a glitch in Tax Cut that HR Block was totally unconcern about and made no attempt to fix. Back to Turbo Tax for me. Now it is Quick Books, Turbo Tax and the CPA. oldogy __________________ ue"]If gun laws in fact worked, the sponsors of this type of legislation should have no difficulty drawing upon long lists of examples of crime rates reduced by such legislation. That they cannot do so after a century and a half of trying -- " Senator Orrin G. Hatch (R-Utah)[/COLOR]

08-16-2009, 01:38 PM	#6
armedandsafe Former Guest Join Date: Dec 2002 Location: Moses Lake, WA Posts: 10,344	Re: Anyone here ever had problems with H&R Block ? Many years ago, IRS hit me with a dun letter for $227,000 taxes on $67,000 gross cash flow. Took 27 years for the 15 year statute of limitations to run out and they never did find their lost decimal point. Pops

08-16-2009, 01:39 PM	#7
JUNKKING Advanced Senior Member Join Date: Mar 2009 Location: Just East of Pittsburgh PA Contributor Posts: 1,816	Re: Anyone here ever had problems with H&R Block ? Any moron can go to HRB school of taxes and get the right to screw you royally. Their tax school is only a few months long and in my belief that is no way long enough to learn all one needs to complete an accurate tax form. If you have a simple tax form do it yourself or use turbo tax. If you have any deductions other than the norm. use a CPA. The minimal amount of difference the price of a CPA and HRB makes it well worth using the CPA. They know what is allowed and not allowed and know that even if something is allowed to be used as a deduction it may cause reason for a flag to be thrown at your return. Sometimes even if it is something you have coming to you it is not worth the hassle in the end for just a small amount can lead to huge sums. HRB doesn't care if you get audited. They stick to the old I only used the information provided to me. When you leave there that tax preparer could care less what your name is, They have been paid. At least a CPA or at least mine does can and will talk to you as a friend know your name and situation. Back to the old saying, Pay now or pay later!! __________________ Even a blind squirrel finds an acorn every now and again! Last edited by JUNKKING; 08-16-2009 at 01:42 PM..

08-16-2009, 01:52 PM	#8
Lori Mick Advanced Senior Member Join Date: Nov 2008 Location: Stuck in Upstate NY for a while Posts: 2,374	Re: Anyone here ever had problems with H&R Block ? I agree, go to a CPA. I work for a CPA and we've had many people come to us to fix up their returns after H&R screws them up. And with their added fees, they're alot more expensive than a CPA. Just my 2 cents! Lori __________________ It's a Brand New Day! Make it an awesome one! "No one outside myself can rule me inwardly. Knowing this I become wholly free."

08-16-2009, 02:09 PM	#9
hkruss Advanced Senior Member Join Date: Mar 2008 Location: Mobile, Al. Posts: 1,092	Re: Anyone here ever had problems with H&R Block ? Yep, Junking and Lori Mick. I will NEVER use HRB again!!! For them to make the exact same mistake two years in a row is enough to convince me! I just hope the I.R.S. doesn't find any other screw ups to gig me with. On a side note, I had actually bought the "peace of mind" contract for the '06 return and they tried to deny the claim on a technicality. After many heated talks with the DM and corporate, we finally split the difference. For some reason, I did not buy it for the '07 return. Guess I expected them to know what they were doing. Silly me, huh?!!! __________________ obama - "non gratum anus rodentum"

08-16-2009, 05:14 PM	#10
Soleil Member Join Date: Aug 2008 Location: Redneck Riviera Posts: 7	Re: Anyone here ever had problems with H&R Block ? Only used H&R twice. The first time they suggested that I lie about charitable donations to get more back. I said "no". Second time they lost me a bunch for not taking allowable deductions. I had to amend the filing to get those breaks. I now use TAX ACT, have been for 5 years. Get a good return, costs less than $10 and no IRS hassles. __________________ NRA Life Member Member Pensacola Rifle & Pistol Club Member AKTI Member Kniferights

08-17-2009, 01:23 AM	#11
Vladimir Advanced Senior Member Join Date: Jan 2008 Location: Issaquah WA Posts: 3,558	Re: Anyone here ever had problems with H&R Block ? I think Turbo Tax is free if you don't need state filing. Of course supposedly Turbo Tax is real complicated or something... if you ask our Secretary of the Treasury at least . Our tax system should be considered a human rights violation . __________________ -JVRR меня зовут Владимир или Джеймс. Я знаю только немного русский язык (я американец, но мой пра дедушка русски). STEAM (CSS, TF2, etc): Ask me! Xbox LIVE! GT: "Vlad is Rad" PS3 PSN: "Vlad_Is_Rad"