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Effective URL: https://www.hrblock.com/
Submission: On May 02 via manual from EG — Scanned from DE
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* * * H and R block Skip to content * Sign in to MyBlock * Taxes Show submenu for Taxes * File online Simple steps, easy tools, and help if you need it. * File with a tax pro At an office, at home, or both, we’ll do the work. * Tax Software Easy download, convenient filing, on your terms. * Refund Status * Audit & Tax Notice Support * International locations * Expat Tax Services * Finances Show submenu for Finances * Spruce A mobile banking app for people who want to be good with money. * Emerald Card® Access your money quickly, and get your refund and paycheck all on one card. * Refund Transfer * Emerald Card® Login * Emerald Advance℠ Loan * Refund Advance * Small Business Show submenu for Small Business * Small business tax prep File yourself or with a small business certified tax professional. * Bookkeeping Let a professional handle your small business’ books. * Payroll Payroll services and support to keep you compliant. * Business formation Form your business and you could get potential tax savings. * Resources Show submenu for Resources * Tax Calculator * Tax Prep Checklist * Tax Questions * W-4 Calculator * Where’s my refund * Find my W-2 online * Help Center * News Center * Find an office * Search * Sign in to MyBlock Sign in to your account Enter your username, email, or mobile number to get started. Username,email, mobile Continue OR Create Account Site navigation H and R block MISSED THE TAX DEADLINE? Don’t worry — we’re still available to help you file as soon as possible to limit penalties and interest if you owe. File on your own File with a tax pro EXPAT TAXES ARE DUE JUNE 17 Whether you want to file on your own or have a tax pro do it for you, H&R Block has tax services designed for U.S. citizens who are living abroad. See my options File taxes on my own Work with a tax pro Block Advisors for small businesses Take control of your finances with Spruce GET YOUR MAX REFUND WITH 100% ACCURACY GUARANTEE Learn more about our guarantees 935 million+ tax returns worldwide 20 million+ filed with us in 2023 5 million+ switched to Block in 2023 *Go to disclaimer for more details IF YOU DIG UPFRONT, TRANSPARENT PRICING AND THE LATEST TECH, BLOCK IS THE PLACE TO FILE FILE TAXES ON YOUR OWN Starting at $ $0 + $0 per state filed simple returns only Start for free File yourself online any time, on any device. Self-paced tax prep for simple returns Easy doc upload from phone, computer, or tablet More forms for free than TurboTax® Learn more FILE YOUR TAXES WITH EXPERT HELP Starting at $ $55 + $49 per state filed Start with Deluxe Get real-time assistance at any step of your tax prep. Get help from a live expert & our AI Tax Assist NEW Designed for more complicated tax situations Options for deductions, investors, & self-employed Learn more AT HOME, IN OFFICE, OR DROP OFF LET A TAX PRO FILE FOR YOU Starting at $89 + additional state fee Get started Work in-person or virtually & connect as needed. Expert support for unique tax situations Request to work with the same pro or get a new one Save time and securely drop off or upload tax docs Learn more UNLIMITED TAX HELP GET HELP FROM AI TAX ASSIST & LIVE TAX PROS AI Tax Assist answers have been curated from H&R Block’s world-class Tax Institute. Ask unlimited questions and get unlimited support. Included with do-it-yourself tax prep options* * Not included in Free Online or H&R Block tax software A SOLUTION FOR EVERY TAX PAYER LET US HELP YOU FIND THE BEST TAX PREP OPTION Help me choose EXPERTISE IN ALL THINGS TAX From help with current tax topics to complete tax identity theft protection, Block has you covered. Get started with a tax pro MyBlock MyBlock Manage your tax prep from anywhere with the MyBlock app. Check your return status, store and share records securely, plus access the power of tax pros at your fingertips all year. Tax Identity Shield Tax Identity Shield $35 If your tax identity is stolen, your refund could be affected. With H&R Block, we offer complete tax identity theft protection and restoration year-round. HIGH-YIELD SAVINGS RATE EARN 3.50% APY 12GO TO DISCLAIMER FOR MORE DETAILS WITH SPRUCE SAVINGS Make your refund go further when you add it to a Spruce Savings account and earn a high-yield rate. Opt in online or through the app after you sign up. Explore Spruce Spruce fintech platform is built by H&R Block, which is not a bank. Spruce℠ Spending and Savings Accounts established at, and debit card issued by, Pathward®, N.A., Member FDIC, pursuant to license by Mastercard®. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Apple and the Apple Logo are registered trademarks of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC. Message and data rates may apply. 1. 0 Spruce Rewards are powered by Dosh. Cash back offers and amounts may vary by user, merchant location and offer period. Check the Spruce app for offer availability. Cash back earned by qualifying purchases will be deposited in your Spruce Savings Account. See Spruce Rewards powered by Dosh Terms for details. 1. 12 The Annual Percentage Yield (APY) is accurate as of 04/05/2024. This rate is variable and can change without notice. Fees may reduce earnings. To start earning interest on your Spruce Savings Account, simply opt in through the Spruce app or at sprucemoney.com. UNLIMITED HELP IS HERE IF YOU NEED IT Tax help included in Deluxe, Premium, and Self-Employed do-it-yourself products. Put the power of AI to work and get real-time assistance at any step of your tax prep. 24/7 generative AI chat Live tax pro help Get started with Deluxe 1. 0 Spruce Rewards are powered by Dosh. Cash back offers and amounts may vary by user, merchant location and offer period. Check the Spruce app for offer availability. Cash back earned by qualifying purchases will be deposited in your Spruce Savings Account. See Spruce Rewards powered by Dosh Terms for details. 2. 1 Early access depends on when payment is submitted. Funds are generally made available when payment instruction is received, which may be earlier than scheduled payment date. 3. 2 The Annual Percentage Yield (APY) is accurate as of 04/05/24. This rate is variable and can change without notice. Fees may reduce earnings. To start earning interest on your Spruce Savings Account, simply opt in through the Spruce app or at sprucemoney.com. 4. 4 Offer from H&R Block. Requires 1) opening of new Spruce Accounts between 1/1/23 and 6/30/23; and 2) $200 in qualifying direct deposits within 45 days of opening. Qualifying direct deposits are ACH credits, including direct deposits (but not tax refunds). Deposits that do not qualify are mobile check deposits, internal transfers, transfers within Spruce from external accounts, or cash transfers. $50 will be deposited within 14 business days after completing all requirements. Spruce Accounts may not be closed or restricted at payout. You are responsible for tax treatment of funds. Limit one per customer. May be modified or discontinued at any time. 5. 10 $30 in subsequent years for clients who maintain their accounts year-round. If, at the time you establish your Emerald Advance℠, you are a covered borrower as that term is defined in the Military Lending Act and its implementing regulations, including 32 CFR § 232.3 (a “Covered Borrower”), and so long as you remain a Covered Borrower, your annual fee will be waived. 6. 11 35.9% APR applies during promotional period and for unsecured lines of credit. For full savings-secured lines of credit the APR is 9%. For more details, see the Terms & Conditions. 7. 13 You’ll receive up to a $20 reward for each new client you refer that purchases a 12-month bookkeeping service, for a maximum of $300. A new client is someone who did not utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address. 8. 15 Valid for new clients at participating offices only. Applies only to original 2023 income tax returns. A new client is an individual or entity who did not use H&R Block or Block Advisors to prepare a 2022 tax return. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address. May not be combined with any other promotion. Void if transferred and where prohibited. No cash value. Coupon must be presented prior to completion of the new client’s initial interview. H&R Block employees are excluded. Expires April 10, 2024. OBTP# B13696 © 2023 HRB Tax Group, Inc 9. 17 The merchants represented are not sponsors of the rewards or otherwise affiliated with this company. The logos and other identifying marks attached are trademarks of and owned by each represented company and/or its affiliates. Please visit each company's website for additional terms and conditions. Present the Terms and Conditions anytime you're presenting specific gift card use details. Use your card everywhere Mastercard is accepted around the world. Card is issued by The Bancorp Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Your use of the prepaid card is governed by the Cardholder Agreement, and some fees may apply. This is not a gift card. Please note that prepaid cards are subject to expiration, so pay close attention to the expiration date of the card. 10. 20 Does not change IRS refund processing speed. Claim is based on making federal refunds available when payment instruction is received, which may be earlier than scheduled payment date. Depends on timing of the IRS’s payment file. Available only for federal refunds. May be changed or discontinued at any time. 11. 21 H&R Block Free Online accepts more forms for free than the TurboTax Free Edition. Learn more about H&R Block Free Online available forms. 12. 23 If H&R Block makes an error in your bookkeeping that requires a reopening of your books for any month, we will correct the error for the month the error occurred at no additional charge. Limitations apply. See blockadvisors.com/guarantees for complete details. 13. 24 In order to file your state return, you first need to purchase and install the corresponding federal edition. 14. 25 Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc. Program rules: Limit of 5 paid referrals per Experienced Tax Pros and First Year Tax Pros and 4 paid referrals for Receptionists. All referrals must be submitted between 4/1/2023 – 3/31/2024 using hrblock.com/offers/tax-pro-referral. Tax Pro referrals must be submitted prior to a candidate’s enrollment in the Income Tax Course (ITC) or starting the Tax Knowledge Assessment (TKA) and the candidate must successfully pass the appropriate course/test with a minimum grade (70% for ITC and 80% for TKA). Receptionist referrals must be submitted prior to hire date. Referred candidates must become active by March 31, 2024 in order for the referral to be paid. Rewards will be paid April 2024. 15. 26 Potential savings based on estimated tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2022 by taking an S Corp election and filing in 2023, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information. 16. 27 Comparison based on regular price on FreeTaxUSA.com as of 1/2/24. FreeTaxUSA is a registered trademark of TaxHawk, Inc. 17. * Total number of new customers using assisted or DIY tax solutions regardless of other prior tax preparer or method. 18. 29 Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2024. ©2024 HRB Tax Group, Inc. 19. 30 Valid at participating U.S. offices for new clients only who complete and submit a 2023 personal income tax return between April 4 to 10, 2024. While supplies last. Coupon code 76862 must be presented prior to completion of initial tax office interview. Qualifying clients will receive their Domino’s® coupon on or before April 15, 2024. A new client is an individual who did not use Block Advisors or H&R Block office services to prepare his or her 2022 return. Void if transferred and where prohibited. No cash value. Offer ends April 10, 2024. OBTP#B13696-BR. ©2024 HRB Tax Group, Inc. Domino’s Gift Card delivered by email. See gift card for terms & conditions. Domino’s® and the modular logo are registered trademarks of Domino’s IP Holder LLC. 20. 31 Our small business tax professional certification is awarded by Block Advisors, a part of H&R Block, based upon successful completion of proprietary training. Our Block Advisors small business services are available at participating Block Advisors and H&R Block offices nationwide. 21. 32 You’ll receive a $50 discount for each new client you refer that completes a 2023 tax return with H&R Block Expat Tax Services. A new client is someone who did not use H&R Block Expat Tax Services within the past 2 years. The discount will be applied for each new client after they prepare and pay for their tax return with H&R Block Expat Tax Services. Discounts will be applied to your next tax return prepared by H&R Block Expat Tax Services. 22. 33 The decision to form a business entity is an important one that includes many considerations. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs but are not specifically tailored to you or any particular situation. 23. 34 Example savings based on average estimated tax savings of sole proprietor (Schedule C) with $50,000 in profit in 2022 compared to a similar S Corp election paying a reasonable salary of $25,000. Savings are net of salary payments and payroll taxes. Additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different. Offer details and disclosures Full Site Disclaimers 1. Additional fees apply for tax expert support. File Online 22. H&R Block Free Online is for simple returns only. Not everyone qualifies. All tax situations are different. Additional fees may apply. See available forms. 23. Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. Void where prohibited. Tax Software 41. Personal state programs are $39.95 each (state e-file available for $19.95). Most personal state programs available in January; release dates vary by state. State e-file not available in NH. E-file fees do not apply to NY state returns. Additional disclaimer for business e-files: State e-file for business returns only available in CA, CT, MI, NY, VA, WI Retail 87. Comparison based on starting price for H&R Block file with a tax pro (excluding returns that include Child Tax Credit or Earned Income Credit combined with interest and dividend forms) compared to TurboTax Full Service Basic price listed on TurboTax.com as of 3/16/23. Over 50% of our customers can save. All tax situations are different. Prices may vary by office and are subject to change. Participating locations only. TurboTax is a registered trademark of Intuit, Inc. 88. Available only at participating H&R Block offices. CAA service not available at all locations. H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply. 89. For tax years beginning after 2017, applicants claimed as dependents must also prove U.S. residency unless the applicant is a dependent of U.S. military personnel stationed overseas. A passport that doesn’t have a date of entry won’t be accepted as a stand-alone identification document for dependents. 90. Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application. Financial Services 109. This is an optional tax refund-related loan from Pathward®, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250 or $3,500. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be disbursed as directed to a prepaid card or checking account at Pathward. The loan amount will be deducted from your tax refund, reducing the refund amount paid directly to you. Tax returns may be e-filed without applying for this loan. Fees for other optional products or product features may apply. Limited time offer at participating locations. HRB Maine License No. FRA2. OBTP#13696-BR. ©2023 HRB Tax Group, Inc. 110. H&R Block Emerald Prepaid Mastercard® is issued by Pathward®, N.A., Member FDIC, pursuant to license by Mastercard. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Additional fees, terms and conditions apply; consult your Cardholder Agreement for details. ©2023 HRB Tax Group, Inc. 111. Payroll, unemployment, government benefits and other direct deposit funds are available on effective date of settlement with provider. Please check with your employer or benefits provider as they may not offer direct deposit or partial direct deposit. Faster access to funds is based on comparison of traditional banking policies for check deposits versus electronic direct deposit. 112. H&R Block Emerald Advance® line of credit, H&R Block Emerald Savings® and H&R Block Emerald Prepaid Mastercard® are offered by Pathward, N.A., Member FDIC. Cards issued pursuant to license by Mastercard. Emerald AdvanceSM, is subject to underwriting approval with available credit limits between $350-$1000. Fees apply. Offered at participating locations. Promotional period 11/12/2022 – 1/7/2023. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. OBTP# B13696 ©2022 HRB Tax Group, Inc. 113. When you use an ATM, in addition to the fee charged by the bank, you may be charged an additional fee by the ATM operator. See your Cardholder Agreement for details on all ATM fees. 114. Emerald Card Retail Reload Providers may charge a convenience fee. Any Retail Reload Fee is an independent fee assessed by the individual retailer only and is not assessed by H&R Block or Pathward. 115. Refund Transfer is an optional tax refund-related product provided by Pathward®, N.A., Member FDIC. Refund Transfer is a bank deposit product, not a loan. You can file your return and receive your refund without applying for a Refund Transfer. Payments you authorize from the account associated with your Refund Transfer will reduce the net proceeds of your refund sent to you. Fees apply. A qualifying expected tax refund and e-filing are required. Other restrictions apply; see terms and conditions for details. H&R Block Maine License Number: FRA2. OBTP#13696-BR ©2023 HRB Tax Group, Inc. 116. Neither H&R Block nor Pathward charges a fee for Emerald Card mobile updates; however, standard text messaging and data rates may apply. 117. US Mastercard Zero Liability does not apply to commercial accounts (except for small business card programs). Conditions and exceptions apply — see your Cardholder Agreement for details about reporting lost or stolen cards and liability for unauthorized transactions. 118. The Check-to-Card service is provided by Sunrise Banks, N.A. and Ingo Money, Inc., subject to the Sunrise Banks and Ingo Money Service Terms and Conditions, the Ingo Money Privacy Policy, and the Sunrise Banks, N.A. Privacy Policy. Approval review usually takes 3 to 5 minutes but can take up to one hour. All checks are subject to approval for funding in Ingo Money’s sole discretion. Fees apply for approved Money in Minutes transactions funded to your card or account. Unapproved checks will not be funded to your card or account. Ingo Money reserves the right to recover losses resulting from illegal or fraudulent use of the Ingo Money Service. Your wireless carrier may charge a fee for data usage. Additional transaction fees, costs, terms and conditions may be associated with the funding and use of your card or account. See your Cardholder or Account Agreement for details. 119. Transferring funds from another bank account to your Emerald Card may not be available to all cardholders and other terms and conditions apply. There are limits on the total amount you can transfer and how often you can request transfers. Pathward does not charge a fee for this service; please see your bank for details on its fees. 120. Your wireless carrier may charge a fee for text messaging or data usage. Income Tax Course 160. Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc. H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-2773, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; or at www.ctec.org. NEED SUPPORT? 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