H&R Block tax refund glitch


Apparently, there's a hang-up with one of the forms used for education credits.

The H&R Block issued a statement that reads, in part:

"H&R Block has confirmed with the IRS that there was an issue with a limited number of software company products that affected some tax returns filed between Feb. 14 and 22, 2013 that included certain education tax credits claimed on Form 8863.

"H&R Block has worked with the IRS to expedite a solution to this issue for all of our affected clients."

That delay mentioned by a company with a reputation for facilitating rapid refunds prompted angry posts on the H&R Block Facebook page.

One client wrote: "I just can't believe that nobody said anything. I have been a loyal customer of H&R Block for years, that is going to change... many of us count on that money."

"Yes, they could have sent out mass email to all their clients letting us know they have a problem, and the money's not there, and the money won't be there until we fix the problem," said taxpayer Angelo Adams.

If an H&R client applied for financial aid through the Free Application for Federal Student Aid (FAFSA) program and is waiting for their return processing to be complete in order to finalize the FAFSA application, there are manual steps they can take that will allow their FAFSA application to proceed while their return is still processing.

The Department of Education suggests:

  • If your return has not yet been processed by the IRS – you can manually enter the tax return data on the application.
  • Return to the online FAFSA to update the information when your return has been processed.

This information is also posted on the Department of Education website: http://www.fafsa.ed.gov/.

If you have any questions about your return that was prepared by H&R Block, go back to the office where that return was processed or call 800-HRBLOCK.

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