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  • Tax options for any situation

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  • What makes Block different

    • 22 million clients

      worldwide trusted Block last year

    • 70+ years

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  • Approximately 52% of filers qualify for H&R Block Online Free Edition. Below are the specific tax situations that are included and not included in Free Online:

  • Included Tax Situations

    W-2 Income: Income reported on Form W-2 employment.

    Interest and Dividend Income: Limited interest and dividend income reported on Form 1099-INT or Form 1099-DIV up to $1,500.

    Standard Deduction: Taxpayers who take the standard deduction instead of itemizing deductions.

    Earned Income Tax Credit (EITC): Eligibility for the Earned Income Tax Credit.

    Child Tax Credit (CTC): Eligibility for the Child Tax Credit.

    Unemployment Income: Unemployment compensation reported on Form 1099-G.

    Student Loan Interest Deduction: Deduction for student loan interest paid.

    Retirement Plan Distributions: Taxable qualified retirement plan distributions reported on Form 1099-R.

  • Excluded Tax Situations

    Itemized Deductions: Taxpayers who choose to itemize deductions (e.g., mortgage interest, charitable contributions).

    Self-Employment Income: Income from self-employment or freelance work reported on Schedule C.

    Rental Income: Income from rental properties reported on Schedule E.

    Capital Gains and Losses: Transactions involving the sale of stocks, bonds, or other capital assets.

    Business Income and Expenses: Income and expenses from a business or farm.

    Foreign Income: Income earned outside the United States.

    Health Savings Accounts (HSAs): Contributions to or distributions from Health Savings Accounts.

    Other Complex Tax Situations: Any other tax situations that require additional forms or schedules not supported by H&R Block Online Free Edition.