H&R Block complaint: Software failed to get maximum refund as guaranteed
Filed 26 May 2021 by James
IRS refunded me more money than the software calculated I should get. This is after I entered the same tax data into the software three times and got two different answers. I filed the return that got the same answer twice. This is the second time their software failed to accurately calculate my taxes. The last time (2018) resulted in a $2000 penalty when the software did not properly add in the amount of a taxable annuity distribution. The annuity was properly entered in the software, it just didn’t add it to the other distribution when totaling the two. This resulted in a $10K error with an $8K extra liability and a $2K penalty.
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