My complaint:
HR Block Agent.
I have been using HR Block download tax software for over 20 years. Last year I filled form 8915-E (Disaster Retirement Plan Distribution and Repayment) and got a nice tax reduction. The reduction was to be applied over three years. This year, again I have Block software and, I find out that, it doesn’t address form 8915-F the follow-on to 8915-E, so I cannot take this deduction with the software that I have. Knowledge of this shortcoming was not available to me when I purchased the software and its near tax time and I am in a crunch. My 2022 taxes are complete, federal and state, in the Block software with the exception of the 8915-F form, but I have not filed yet.
After, painfully, maneuvering through eight agents of the Block customer service (800 472 5625), I finally got to an agent (Travis of the software division) who told me that the Block download software doesn’t have form 8915-F and has no way to address it. This I don’t understand, he also said that this form is in the software used by the Block Tax Preparers but not in my software. He offered me a refund for the software, this was on 6 April 2022. I consider this a totally inadequate response by Block. It is clear that a refund was not what was needed but true support was.
I have since made an appointment with a Block Tax Preparer near my home and will see them tomorrow, 9 April 2022. I choose them begrudgingly, but since I have so much effort invested in preparing my 2021 taxes in the Block software, I feel that they would have the best chance of flowing what I have already done into a return. I feel that I have been duped and that Block should pay for this extra tax preparation along with my anguish since they created the problem.
I posted my complaint on Complain.biz
Can you help me in any way with this?
Ted Bailey
Suggested solution:
Block should first contact me to generate the best way to fix this issue and then help me settle it.
