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H&R Block complaint: Lack of Assistance

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Filed 23 Feb 2021 by Theresa

I have tried three times since yesterday to receive assistance with my tax issue. I am retired and on my 1099R there is a 1 in box 7. I am 53, but I am exempt from the penalty. I have to complete a 5329 so that I will be exempt from the penalty. I need assistance with completing this form because the software is trying to make me pay the 10% penalty. I did not withdraw any money from my retirement. I receive a check every month. I stayed on the phone yesterday for 1 hr 40 min just to be told I had to go to a different department. Was on hold 27 minutes just for a recording to tell me that they can’t help me at this time due to high volume of calls, and then disconnect the call. I understand that it’s a busy season, but I also couldn’t get any assistance from online chat.

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