H&R Block Peace of Mind® Claims

Got a letter from the tax authority? Think that H&R Block made a mistake on your tax return? An H&R Block representative will be there to assist you. If you purchased H&R Block’s Peace of Mind® Extended Service Plan, then you can file a claim. To initiate the process, contact an office near you or call 1-800-HRBLOCK within 60 days of the initial tax notice.

Common FAQs

A local office will need to make a copy of your return and all relevant documentation and send the file to the H&R Block Peace of Mind® Claims Administration Department. The claim will be reviewed and processed. Occasionally, additional information may be requested from you. If the claim is approved, you will receive an approval letter and a check from H&R Block’s corporate offices. If the claim is not approved, you will receive a letter explaining the reason for the denial.

Once all required documentation and information have been provided, your claim will typically be resolved within 4 to 6 weeks.

Federal Law states that if your tax liability is paid by someone else, the amount of that payment becomes taxable income to you. You will need to include your Peace of Mind® payment on your tax return next year. If the combined Peace of Mind® payment is $600 or more, you will receive form 1099-MISC from H&R Block next year. H&R Block is not responsible for the payment of any taxes you may owe on such income.

Payment of any penalty and interest assessed on the additional tax due will be processed under the conditions of the 100% Accuracy Guarantee.

If additional information not previously presented is now available regarding your claim, you may request a reconsideration by calling 1-800-HRBLOCK. A Client Service Representative should reach out to you within 3 to 5 business days to discuss your claim.

You should contact the H&R Block office where your claim was originally filed. You may also speak to a Client Service Representative by calling 1-800-HRBLOCK.

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Offer from H&R Block. Requires 1) opening of new Spruce Accounts between 1/1/23 and 6/30/23; and 2) $200 in qualifying direct deposits within 45 days of opening. Qualifying direct deposits are ACH credits, including direct deposits (but not tax refunds). Deposits that do not qualify are mobile check deposits, internal transfers, transfers within Spruce from external accounts, or cash transfers. $50 will be deposited within 14 business days after completing all requirements. Spruce Accounts may not be closed or restricted at payout. You are responsible for tax treatment of funds. Limit one per customer. May be modified or discontinued at any time.
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You’ll receive up to a $20 reward for each new client you refer that purchases a 12-month bookkeeping service, for a maximum of $300. A new client is someone who did not utilize H&R Block or Block Advisors’ bookkeeping services within the past year. The reward will be delivered for each new client after they purchase a 12-month bookkeeping service with H&R Block or Block Advisors. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address.
Valid for new clients at participating offices only. Applies only to original 2023 income tax returns. A new client is an individual or entity who did not use H&R Block or Block Advisors to prepare a 2022 tax return. Rewards will be provided on virtual cards and are only available to individuals who provide a valid email address. May not be combined with any other promotion. Void if transferred and where prohibited. No cash value. Coupon must be presented prior to completion of the new client’s initial interview. H&R Block employees are excluded. Expires April 10, 2024. OBTP# B13696 © 2023 HRB Tax Group, Inc
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Does not change IRS refund processing speed. Claim is based on making federal refunds available when payment instruction is received, which may be earlier than scheduled payment date. Depends on timing of the IRS’s payment file. Available only for federal refunds. May be changed or discontinued at any time.
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If H&R Block makes an error in your bookkeeping that requires a reopening of your books for any month, we will correct the error for the month the error occurred at no additional charge. Limitations apply. See blockadvisors.com/guarantees for complete details.
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Enrollment in, or completion of, the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply. There is no tuition fee for the H&R Block Income Tax Course; however, you may be required to purchase course materials, which may be non-refundable. State restrictions may apply. The Income Tax Course consists of 63 hours of instruction at the federal level, 70 hours of instruction in Maryland, 81 hours of instruction in California, and 81 hours of instruction in Oregon. Additional time commitments outside of class, including homework, will vary by student. Additional training or testing may be required in CA, OR, and other states. Valid at participating locations only. Void where prohibited. This course is not open to any persons who are currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the Income Tax Course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-2773 ©2023 HRB Tax Group, Inc.

Program rules: Limit of 5 paid referrals per Experienced Tax Pros and First Year Tax Pros and 4 paid referrals for Receptionists. All referrals must be submitted between 4/1/2023 – 3/31/2024 using hrblock.com/offers/tax-pro-referral. Tax Pro referrals must be submitted prior to a candidate’s enrollment in the Income Tax Course (ITC) or starting the Tax Knowledge Assessment (TKA) and the candidate must successfully pass the appropriate course/test with a minimum grade (70% for ITC and 80% for TKA). Receptionist referrals must be submitted prior to hire date. Referred candidates must become active by March 31, 2024 in order for the referral to be paid. Rewards will be paid April 2024.
Potential savings based on estimated tax savings of sole proprietor (Schedule C) users with over $40,000 in profit in 2022 by taking an S Corp election and filing in 2023, net of salary payments and payroll taxes. Election must generally be made by the due date of the return for the year prior to the year the S Corp election is to take place. Savings requires payment of a reasonable salary. Other requirements apply, and additional fees like tax preparation and payroll services are not included. Individual tax savings will vary based on your circumstances. All tax situations are different. Taxes are only one consideration in determining whether to form a business. You may want to seek the advice of an attorney to evaluate all of the relevant considerations. Block Advisors Business Formation Products and Services provide automated online tools that you can use to help meet your business formation needs and are not tailored to your particular situation. See our FAQs for more information.
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Valid at participating U.S. offices for $150 off for full-service bookkeeping for new clients only. Valid 12-month engagement letter required. After the application of the discount in this offer, you will be charged monthly at the amount in the engagement letter. Discount may not be combined with any other offer or promotion. Void if transferred and where prohibited. Coupon must be presented prior to start of bookkeeping services. A new client is an individual who has not used H&R Block or Block Advisors for bookkeeping services. No cash value. H&R Block employees are excluded. Expires Dec. 31, 2024. ©2024 HRB Tax Group, Inc.
Valid at participating U.S. offices for new clients only who complete and submit a 2023 personal income tax return between April 4 to 10, 2024. While supplies last. Coupon code 76862 must be presented prior to completion of initial tax office interview. Qualifying clients will receive their Domino’s® coupon on or before April 15, 2024. A new client is an individual who did not use Block Advisors or H&R Block office services to prepare his or her 2022 return. Void if transferred and where prohibited. No cash value. Offer ends April 10, 2024. OBTP#B13696-BR. ©2024 HRB Tax Group, Inc.

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You’ll receive a $50 discount for each new client you refer that completes a 2023 tax return with H&R Block Expat Tax Services. A new client is someone who did not use H&R Block Expat Tax Services within the past 2 years. The discount will be applied for each new client after they prepare and pay for their tax return with H&R Block Expat Tax Services. Discounts will be applied to your next tax return prepared by H&R Block Expat Tax Services.