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If you’re using H&R Block services to file your taxes, there are a few tips you need to know. With a little prior knowledge, you can make the filing process easier and get more out of your filing.
One of the best things about H&R Block is the free filing the company offers for simple returns. With the free version of H&R Block, you can file both federal and state taxes at no cost. Free H&R Block services also let you deduct student loan and tuition payments. You can even claim the EITC and CTC credits with this free version. If you have a simple tax situation, using H&R Block’s free option will let you file without paying anything. This option is especially good if you’re filing taxes for the first time.
All H&R Block services allow you to upload your W-2 forms in picture form from your phone. This takes most of the work out of reporting income from an ordinary job. Rather than manually entering your information, you can simply snap a picture and import it. This automatic entry also reduces the risk of mistakes on your tax returns.
In addition to its filing services, H&R Block offers a variety of tools to help you get the most from your tax return. One of the most useful of these is the Tax Prep Documents Checklist. This interactive checklist asks you a few simple questions to determine your tax situation. From there, it generates a list of the documents you’ll need to file. Following it is an easy way to make sure you have everything ready when it’s time to do your taxes.
If you’re using Deluxe, Premium or Self-employed, your package includes access to live support. H&R Block’s support professionals are available by phone or email to help you navigate the filing process. You can also pay an upcharge to have your taxes reviewed by a tax expert prior to filing. Depending on your situation, the upcharge ranges from $39.99 to $89.99.
H&R Block includes a variety of tax guides on its resources page. These guides go over specific tax situations and how they can affect your return. Guides are available for students, gig workers and people who received unemployment benefits in the past year. These guides give you general filing information and tell you what forms you’ll require. They also recommend specific H&R Block services that are most relevant to your situation.