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#1
TennesseeFan07

TennesseeFan07

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#1
My taxes are pretty easy. I am single, no kids, no crazy businesses, just regular taxes. To make a long story short, this past year, I did my taxes at HR Block. Now, I know that I probably could have done these independently, I just always like to play it safe. When filing my taxes, the lady accidentally reported 10,000 less than what I actually made. I caught it right away and called her. She told me to just let everything run its course and call her when I got my refund. After, I got my refund, she told me I would need to pay her back, which I did with a money order. At that point, she told me everything was fine. She would file an amended return that I would not need to be present for and everything would be fine. She waited until April 18th, because she said amended taxes could only be filed on the last day (I think that was a lie, but didn't care as long as they were filed). Fast forward to December 9th, I get a letter from the IRS saying I owed a large amount of money from unpaid taxes and it is due on 12/25. Not only that, but I have been getting charged interest over the past eight months. I went to the branch the following Monday (12/11) that did my taxes and asked the manager to take a look. She said my amended returns wasn't filed on the HR Block software. She said she was sorry about everything not to worry. A few days pass, I actually had to undergo a semi-emergency procedure and have been feeling rough. Curious, I get the strength to call yesterday and the manager tells me, "I'm sorry, 'that girl' didn't use the right software. I have told her time and time again, but you know how these kids are. You're just going to have to go ahead and pay it."

1) Why am I paying in two times, since I have already sent them a money order?

2) Is it legal for them to do taxes on the wrong software?

3) Why won't they give me back my amended return and personal IRS letter that was sent to me?
 
#2
#2
You call the manager at the local H&R block. You tell her to immediately refund ALL filing fees and the interest that you owe because her employee attempted to defraud the government from her mistake. Tell the manager you will notify the IRS of their fraud, will notify the BBB of their fraud, will notify HRB corporate of their fraud, (likely you are dealing with a franchised location) and that you will reach out to an attorney.

Get everything in writing, if possible. Personally, Id start with H&R Corporate and let them know that "a location of theirs had an employee attempt to willfully prepared a fraudulent return and the manager wont remedy the situation"
 
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#3
#3
BigOrangeMojo said:
You call the manager at the local H&R block. You tell her to immediately refund ALL filing fees and the interest that you owe because her employee attempted to defraud the government from her mistake. Tell the manager you will notify the IRS of their fraud, will notify the BBB of their fraud, will notify HRB corporate of their fraud, (likely you are dealing with a franchised location) and that you will reach out to an attorney.

Get everything in writing, if possible. Personally, Id start with H&R Corporate and let them know that "a location of theirs had an employee attempt to willfully prepared a fraudulent return and the manager wont remedy the situation"
Click to expand...

I called the local manager and she basically she said she agreed, but "I can't control these new kids" when it comes to doing it the right way. She said the IRS probably wouldn't come at me, if I didn't want to pay it, since it wasn't my fault.

Called corporate and they said said someone would reach back out within three days. I'm just worried about what happens on 12/25. Am I going to wake up on Christmas morning with a frozen bank account? I have never dealt with the IRS before.

Thanks for the advice.
 
#5
#5
TennesseeFan07 said:
I called the local manager and she basically she said she agreed, but "I can't control these new kids" when it comes to doing it the right way. She said the IRS probably wouldn't come at me, if I didn't want to pay it, since it wasn't my fault.

Called corporate and they said said someone would reach back out within three days. I'm just worried about what happens on 12/25. Am I going to wake up on Christmas morning with a frozen bank account? I have never dealt with the IRS before.

Thanks for the advice.
Click to expand...
The IRS won't just drop it. They will have to have documentation to show the error. They won't freeze your bank account, they will just continue to charge interest and apply your future refund to the balance. I have had previous dealings with them. Honestly, you are lucky they only waited a few months. They waited 4 years on mine to notify me, but started charging interest immediately. Would up costing me double what it would have from the start.
 
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#8
#8
superdave1984 said:
The IRS won't just drop it. They will have to have documentation to show the error. They won't freeze your bank account, they will just continue to charge interest and apply your future refund to the balance. I have had previous dealings with them. Honestly, you are lucky they only waited a few months. They waited 4 years on mine to notify me, but started charging interest immediately. Would up costing me double what it would have from the start.
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I messed up on taxes years ago, and the IRS contacted me a year later showing me the error and the interest amount owed. I went to the IRS and sat down with them and had them walk me through the error, which they did. They were surprisingly helpful. That being said, they immediately checked the previous years return to see if that mistake was there. Luckily for me it wasn’t. The IRS is very black and white with what they are owed and there is no wiggle room.
 
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#9
#9
davethevol said:
I messed up on taxes years ago, and the IRS contacted me a year later showing me the error and the interest amount owed. I went to the IRS and sat down with them and had them walk me through the error, which they did. They were surprisingly helpful. That being said, they immediately checked the previous years return to see if that mistake was there. Luckily for me it wasn’t. The IRS is very black and white with what they are owed and there is no wiggle room.
Click to expand...
i love hearing people say the IRS is toothless. and brag they dont pay taxes.

Nuts!
 
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#10
#10
Jackcrevol said:
i love hearing people say the IRS is toothless. and brag they dont pay taxes.

Nuts!
Click to expand...
Yeah, they definitely aren’t. They can figure out pretty quickly if errors are due to mistakes or to fraud. If you owe a lot, it’s probably worth it to have legal representation. Also, if your taxes are straight forward, get tax software and do it yourself.
 
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#11
#11
Starting about 10 years ago, our H&R Block agent filed our taxes wrong 3 years in a row. My wife had an office in our home, and that’s a deduction. The room was about 200 square feet. The IRS agent accidentally listed it as 2000 square feet, and none of us caught it (we just kept the same each year). The IRS contacted us, and told us what we owed (I don’t remember how much it was). We didn’t have to pay a penny because we paid the extra $50 fee for “peace of mind” every year (H&R Block’s insurance, which says if there is any mistake, they pay for it). Did you get the “peace of mind” insurance?
 
#12
#12
KoachKrab127 said:
Starting about 10 years ago, our H&R Block agent filed our taxes wrong 3 years in a row. My wife had an office in our home, and that’s a deduction. The room was about 200 square feet. The IRS agent accidentally listed it as 2000 square feet, and none of us caught it (we just kept the same each year). The IRS contacted us, and told us what we owed (I don’t remember how much it was). We didn’t have to pay a penny because we paid the extra $50 fee for “peace of mind” every year (H&R Block’s insurance, which says if there is any mistake, they pay for it). Did you get the “peace of mind” insurance?
Click to expand...

Yes. The manager even told me I was right. This is a real quote, "Well, you know how these kids are. They just don't listen when I train them." There's no record of my amended taxes because she didn't use the HR Block software. They took my paperwork I had from it and now are keeping it, along with my IRS paperwork that has nothing to do with HR Block. It's my personal paper.
 
#13
#13
BigOrangeMojo said:
You call the manager at the local H&R block. You tell her to immediately refund ALL filing fees and the interest that you owe because her employee attempted to defraud the government from her mistake. Tell the manager you will notify the IRS of their fraud, will notify the BBB of their fraud, will notify HRB corporate of their fraud, (likely you are dealing with a franchised location) and that you will reach out to an attorney.

Get everything in writing, if possible. Personally, Id start with H&R Corporate and let them know that "a location of theirs had an employee attempt to willfully prepared a fraudulent return and the manager wont remedy the situation"
Click to expand...
This this this

I know you’ve started it, but keep on ‘em.

And that branch manager pulling the “these kids these days” crap; smh.
 
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#14
#14
TennesseeFan07 said:
Yes. The manager even told me I was right. This is a real quote, "Well, you know how these kids are. They just don't listen when I train them." There's no record of my amended taxes because she didn't use the HR Block software. They took my paperwork I had from it and now are keeping it, along with my IRS paperwork that has nothing to do with HR Block. It's my personal paper.
Click to expand...

If you got the peace of mind insurance, I don’t understand what the problem is. Speak to the next supervisor.
 
#15
#15
KoachKrab127 said:
If you got the peace of mind insurance, I don’t understand what the problem is. Speak to the next supervisor.
Click to expand...

She wouldn't give me the the number. Called corporate and was promised a call within 72 hours (counting weekends and holidays) and did not.
 
#16
#16
Q: What do you call the girl who made a D in her high school bookkeeping class?

A: H&R Block Tax Pro


This is the same company that had to restate several SEC filings because they materially misstated its.......(wait for it).....tax expense
 
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#17
#17
a copy years ago I got a letter stating that I failed to report X and Y. I pulled up my copy of turbo tax and I did report X and Y. sent back the letter with copy and didn't hear from them for 6 months. Then got another letter stating I failed to report Z on another tax year, checked and guess what, they were correct. It was a whopping $200 for a household income of just over 100k.
 
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