Is H&R Block right to do this?

Question

Went to H&R Block early January and was verbally told that the estimated refund is going to be 6304.56, but I couldn't get anything back until after january 11th and I needed to have my W-2's. I went to another H&R days later and asked for the Emerald Card Loan. I was granted it after they again did my taxes and the total estimated this time was going to be 8200.00 and I have that in writing, but still needed to get my W-2's. Tonight after receiving my W-2 I went in to H&R Block and they had to redo my paperwork since I didn't have the other paper work and they said my return is only $3900. I called H&R Blocks customer service line already. They told me to go back and file again with them since they don't have anything (not even the loan) in the computer system. Does H&R Block have to honor what they put in black and white?

Citizen1984 · Accepted Answer

There is something seriously wrong here. The same business should not do your taxes three times with three different results assuming you gave them the same information.

I would bring this to the attention of your state's department of consumer affairs.

I would also check with the better business bureau.

Roll_Tide! · Answer

H&R Block is only on the hook to A) do what you pay for, B) Make sure it is within the tax law, and C) stand by their work. You have an obligation to provide correct and complete information. The only real number is the one with the W-2's assuming you gave them everything else.  Without knowing your entire tax situation it is impossible to answer the question, but I am betting H&R Got it right when the W-2's were in front of them.

And the fact that YOU did not keep a copy of what they did the first 2 times says more about you and your position than them. If you paid for it the first time it is in their system. To say it was in "black and white" yet you have no copy makes me woder what is really going on here, I think you may have misrepresented yourself or your tax sitiuation unintentionally, or otherwise. 

If there were deductions or other issues the person with the W-2's missed, another person or supervisor can check the form and make corrections.

muriel12 · Answer

Almost certainly not.  Without having seen the paper, I would be confident that the paper clearly states that they made an ESTIMATE only.  Estimates are sometimes wrong, they are subject to change, and they told you they needed your W2s.  When they got the W2s, things changed.  They don't owe you anything for having made a generous estimate before.

richie9toes · Answer

You have to have the documents to back up what is  being reported.   how did they come up with the higher figures. what did you tell them last time that you could not produce... maybe your w2 shows less taken out in taxes than originally thought

Anonymous · Answer

If you did not have all the paper work as you said Would not think so as they had to estimate

Barry C · Answer

Something sounds fishy to me if you get 3 different estimates.

Maybe the 4th one will be even better then the rest :)

Ben W · Answer

Usually H&R block is good about there service so they may honor what they wrote

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Is H&R Block right to do this?

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