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Full Site Disclaimers

Additional fees apply for tax expert support.

File Online

H&R Block Free Online is for simple returns only. Not everyone qualifies. All tax situations are different. Additional fees may apply. See available forms.
Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. Void where prohibited.

Tax Software

Personal state programs are $39.95 each (state e-file available for $19.95). Most personal state programs available in January; release dates vary by state. State e-file not available in NH. E-file fees do not apply to NY state returns.

Additional disclaimer for business e-files: State e-file for business returns only available in CA, CT, MI, NY, VA, WI

Retail

Comparison based on starting price for H&R Block file with a tax pro (excluding returns that include Child Tax Credit or Earned Income Credit combined with interest and dividend forms) compared to TurboTax Full Service Basic price listed on TurboTax.com as of 3/16/23. Over 50% of our customers can save. All tax situations are different. Prices may vary by office and are subject to change. Participating locations only. TurboTax is a registered trademark of Intuit, Inc.
Available only at participating H&R Block offices. CAA service not available at all locations. H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.
For tax years beginning after 2017, applicants claimed as dependents must also prove U.S. residency unless the applicant is a dependent of U.S. military personnel stationed overseas. A passport that doesn’t have a date of entry won’t be accepted as a stand-alone identification document for dependents.
Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application.

Financial Services

This is an optional tax refund-related loan from Pathward®, N.A.; it is not your tax refund. Loans are offered in amounts of $250, $500, $750, $1,250 or $3,500. Approval and loan amount based on expected refund amount, eligibility criteria, and underwriting. If approved, funds will be disbursed as directed to a prepaid card or checking account at Pathward. The loan amount will be deducted from your tax refund, reducing the refund amount paid directly to you. Tax returns may be e-filed without applying for this loan. Fees for other optional products or product features may apply. Limited time offer at participating locations.
HRB Maine License No. FRA2. OBTP#13696-BR. ©2023 HRB Tax Group, Inc.
H&R Block Emerald Prepaid Mastercard® is issued by Pathward®, N.A., Member FDIC, pursuant to license by Mastercard. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Additional fees, terms and conditions apply; consult your Cardholder Agreement for details. ©2023 HRB Tax Group, Inc.
Payroll, unemployment, government benefits and other direct deposit funds are available on effective date of settlement with provider. Please check with your employer or benefits provider as they may not offer direct deposit or partial direct deposit. Faster access to funds is based on comparison of traditional banking policies for check deposits versus electronic direct deposit.
H&R Block Emerald Advance® Loan originated by Pathward®, N.A., Member FDIC. Subject to eligibility and credit approval. Annual Percentage Rate (APR) is 35.9%. Loan amounts vary from $350-$1,300. If approved, loan proceeds will be disbursed as directed to prepaid card or checking account at Pathward®. Additional terms and conditions apply, see account agreements for details. Offered for a limited time at participating locations.
When you use an ATM, in addition to the fee charged by the bank, you may be charged an additional fee by the ATM operator. See your Cardholder Agreement for details on all ATM fees.
Emerald Card Retail Reload Providers may charge a convenience fee. Any Retail Reload Fee is an independent fee assessed by the individual retailer only and is not assessed by H&R Block or Pathward.
Refund Transfer is an optional tax refund-related product provided by Pathward®, N.A., Member FDIC. Refund Transfer is a bank deposit product, not a loan. You can file your return and receive your refund without applying for a Refund Transfer. Payments you authorize from the account associated with your Refund Transfer will reduce the net proceeds of your refund sent to you. Fees apply. A qualifying expected tax refund and e-filing are required. Other restrictions apply; see terms and conditions for details. H&R Block Maine License Number: FRA2. OBTP#13696-BR ©2023 HRB Tax Group, Inc.
Neither H&R Block nor Pathward charges a fee for Emerald Card mobile updates; however, standard text messaging and data rates may apply.
US Mastercard Zero Liability does not apply to commercial accounts (except for small business card programs). Conditions and exceptions apply — see your Cardholder Agreement for details about reporting lost or stolen cards and liability for unauthorized transactions.
The Check-to-Card service is provided by Sunrise Banks, N.A. and Ingo Money, Inc., subject to the Sunrise Banks and Ingo Money Service Terms and Conditions, the Ingo Money Privacy Policy, and the Sunrise Banks, N.A. Privacy Policy. Approval review usually takes 3 to 5 minutes but can take up to one hour. All checks are subject to approval for funding in Ingo Money’s sole discretion. Fees apply for approved Money in Minutes transactions funded to your card or account. Unapproved checks will not be funded to your card or account. Ingo Money reserves the right to recover losses resulting from illegal or fraudulent use of the Ingo Money Service. Your wireless carrier may charge a fee for data usage. Additional transaction fees, costs, terms and conditions may be associated with the funding and use of your card or account. See your Cardholder or Account Agreement for details.
Transferring funds from another bank account to your Emerald Card may not be available to all cardholders and other terms and conditions apply. There are limits on the total amount you can transfer and how often you can request transfers. Pathward does not charge a fee for this service; please see your bank for details on its fees.
Your wireless carrier may charge a fee for text messaging or data usage.

Income Tax Course

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 40 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-2864 ©2024 HRB Tax Group, Inc.

H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-2864, which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890; or at www.ctec.org.

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