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Second Look® Review

We find money others miss.

Could you get a bigger refund on a prior-year return?

Our tax professionals often see people who didn't get their full refund. Certain tax situations make this more likely. You might not have claimed a credit or deduction that could make a big difference on your refund. Or, you might have had a life event that impacts your taxes – and your refund.

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Second Look® Review

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Your Result: Significant

Based on your responses, there is a significant chance we'll find a different result on your prior-year return. You indicated several tax situations that applied to you -- which might mean overlooked credits or deductions. However, there's no guarantee. We won't know for sure until we complete your free Second Look® Review. There are two ways to get started:

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Your Result: Moderate

Based on your responses, it's possible we'll find a different result on your prior-year return. You indicated some tax situations that applied to you -- which might mean overlooked credits or deductions. However, there's no guarantee. We won't know for sure until we complete your free Second Look® Review. There are two ways to get started:

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Second Look® Review

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Your Result: Low

Based on your responses, it's not very likely that we'll find a different result on your prior-year return. You indicated few, if any, tax situations that applied to you. However, there's no guarantee and we won't know for sure until we complete your free Second Look®Review. There are two ways to get started:

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Second Look® Assessment:

We're going to ask you a few questions to better
understand your tax situation.

1. Did your family or household size change in the past 3 years?

q1

Tell us if you or a member of your household experienced any of these in the past 3 years:

  1. Birth
  2. Adoption
  3. Addition of a foster child
  4. Death of a spouse or dependent
q1b

Do you provide more than 1 / 2 the support for any person living in your home?

q1c

2. In the past 3 years, did you, your spouse, or a dependent pay or take out a loan to pay for any education expenses at an accredited college or vocational school?

q2

3. Tell us if any of these applied to you in the past 3 years:

Large medical expenses like prescriptions, health or dental costs, or insurance premiums.

q3a

Home mortgage interest.

q3b

Unreimbursed employee expenses

q3d

Real estate taxes (even if paid out of escrow)

q3e

4. Did you or your spouse have any debt cancelled or declare bankruptcy in the past 3 years?

q4

5. Tell us if any of these applied in the past 3 years:

q4
  • – You or your spouse was self-employed.
  • – You or your spouse owned rental property.
  • – You or your spouse received farm income.

6. In the past 3 years, did you or your spouse get a letter from the IRS or a state / local taxing authority?

q6

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At participating offices. Results vary. All tax situations are different. Fees apply if you have us file a corrected or amended return. The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled. ©2013 HRB Tax Group, Inc.

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