Complaint Review: H&R Block, Inc.
H&R Block, Inc. H & R Block Investigation of H&R Block Regarding Delayed Refunds for Tax Returns using Form 8863 for student expenses Internet
delay of refunds for tax returns that included a Form 8863, which allows a taxpayer to reclaim 100% of the first $2,000 in eligible student expenses and 25% of each dollar of eligible student expenses thereafter.
Previously the eligibility line of Form 8863 could be left blank and still indicate to the IRS that the taxpayer qualified for the student tax credit. Starting with the 2012 tax year, the IRS began to require that an n be entered in the eligibility line to indicate qualification. However, Form 8863 in H&R Blocks tax software continued to permit the line to be left blank, which has resulted in the delay of thousands of refunds.
If you have had this experience with H&R Block, please contact Kim Walker toll free at 1-888-891-2289 or 215-875-3000, or by e-mail: firstname.lastname@example.org. For more information about our firm, visit our website www.bergermontague.com.
Berger & Montague, P.C., attorneys are licensed to practice law in Pennsylvania, and some of our attorneys are licensed to practice in additional jurisdictions, including New York, Florida, Delaware, New Jersey, Maryland, Washington, D.C., California and Connecticut. Our firm litigates cases in state and federal courts throughout the United States. On occasions where the firm practices in jurisdictions in which one of our attorneys is not licensed, we associate with that court on a "for that case only" basis and/or associate with locally licensed counsel.
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