H&R Block Error on Educational Tax Credit Creates Delay For Some Filers

11:14 PM, Mar 13, 2013   |    comments
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Tax troubles for hundreds of thousands of people who filed tax returns with H&R Block

The nation's largest tax preparer admits it made a mistake related to form-8863 for the educational tax credit.

H&R Block says the filing problem impacts some 600,000 customers who filed between February 14th and February 22nd.

The IRS continues to process effected returns, but those returns will be delayed because of the process necessary to correct the errors.

The filing error and delay is also creating concern among college students applying for financial aid, which requires tax information.

So far H&R Block has not said whether it plans to offer rebates or other compensation to those filers impacted.

They posted this statement on their Facebook page:

H&R Block has confirmed with the IRS that there was an issue with certain tax returns filed before February 22, 2013 that included certain education tax credits claimed on Form 8863. We have worked with the IRS to expedite a solution to this issue for all of our affected clients.
If you received this letter of notice requesting additional information for Form 8863 and already responded to the IR...S, or have not received a notification to date, there is no additional action needed at this time.

For those clients who have received notification from the IRS and have yet to respond, please call your local H&R Block office or 800-HRBLOCK. The office or customer service agent will be able to better serve you and provide next steps.

For those clients who received the IRS notice regarding form 8863 that said it would take 6-8 week to receive a refund after this issue was resolved, we are assured it will not take that long. We continue to work with the IRS and as we have more specifics on timing and any other updated information, we will share it with our clients.

H&R Block appreciates that this issue may cause problems for our clients. We will continue to update clients as more information becomes available. We thank clients for their patience while we work with the IRS to expedite the filing process on their behalf.

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