MyBlock - Tax help & preparation

Need expert assistance with taxes? Connect with an H&R Block tax professional all year round, featuring secure messaging, screen sharing, and video chat capabilities.

Experience a hassle-free solution for scheduling and preparing for in-person or virtual appointments, or switch to a different appointment type at your convenience.

Require support with organizing tax forms and information? Simply answer a few brief questions, and we will outline the necessary documents needed for filing taxes.

Utilize your customized tax organizer to gather your documents and prepare for tax filing.

Initiate your tax preparation before your initial appointment by uploading documents and responses to basic tax queries through the app.

Snap pictures of your forms to swiftly incorporate them into your MyBlock account.

As you acquire receipts, donations, tax forms, and more throughout the year, upload them to avoid last-minute document searches during tax season.

Access your documents and tax returns quickly and easily for significant financial decisions in life.

Estimate your potential refund and monitor your return status post-filing.

Subscription price

File with a tax pro

Starting at$203+ $70 per state filed

What's included:

Work with a local tax pro in office or from home.

Tax expertise up to 30% less than a typical accountant or CPA 

Year-round small business tax support — 100% accuracy guaranteed

Includes profit and loss statement and tax savings analysis

File taxes on your own

Starting at$115

+  $49 per state filed

What's included:

File yourself online any time, on any device.

Get help from a live expert & our AI Tax Assist

Simple income reporting

Easily upload your business tax docs from phone, computer, or tablet

Guide for users

1. Steps to Change Your Bank Account and Routing Number for Your Tax Refund

If necessary, you can change a wrong bank account and routing number for a tax refund. However, the process is different depending on whether or not you’ve successfully filed your return.

If you haven’t yet filed your return, or if the IRS rejected your return:

    Go to the File section of the H&R Block Online product.

    Choose how you want to file.

    Choose Direct Deposit.

    When prompted, enter your routing number and account number. Re-enter the same information to confirm.

If you’ve already filed your return, you can review your direct deposit information on a copy of your return.

If the IRS has accepted your return already, you won’t be able to change your bank and routing number for your tax refund. You can only request that the IRS issue you a check – and that’s only if the return has not yet been processed.  If you don’t contact the IRS, they’ll first try to send your refund to the bank account and routing number listed in the return. If the bank returns your direct deposit, the IRS will send a paper check to the mailing address listed on your return.

If you want to change your bank account or routing number for a tax refund, call the IRS at 800-829-1040.

2. Forgot Username/Password?

If you’re not on the Sign in screen yet, go to hrblock.com, use the Profile  icon in the upper right-hand corner of this screen, and choose Sign in to my account.

From the Sign in screen:

    Click on Forgot username/password? under the Password

    Enter your email, mobile number, or username. You’ll have three tries to enter the info for your account. (Go ahead and use up the three if you can’t remember the right one.)

If we couldn’t find your account after three tries, fill out the account lookup screen, hit Next, and you should be back on track.

You’ll get a security code sent to the email or phone number you gave (to verify it’s really you).

Enter that code into the Security code field you see on your screen and hit Next. (If you don’t have access to that email or phone anymore, click Try something else and follow those steps.)

Now, you should see a screen with the account we found for you. If there’s more than one, choose the one with the most recent Last Sign In date and click Reset Password.

If you had to use Try something else in this process, you should go directly to Account Settings (once you’re signed in) and update your contact info so you can get back in next time.

3. How to Locate Your Previous Year AGI If You Don’t Have Access to Your Return

If you can’t find your prior-year AGI, you have a couple of options. You’ll need to request a copy of a return for 2022 from the IRS, which you can do any of these ways:

View or download a transcript of your return online at www.irs.gov.

Go to the website and request a hard copy transcript of your return be mailed to you. This will take 5-10 business days.

Call the IRS at 800-908-9946 and request a hard copy transcript be mailed to you. This will take 5-10 business days.

If you and your spouse filed jointly last year, your spouse’s AGI will be the same as yours. If your spouse had a different AGI, you’ll need his or her information to get their AGI from the IRS.

After you have the correct AGI, go to the overview of your online account and complete these steps:

    At Check Status, next to the federal e-file rejected, click Next Steps.

    From the Check Your E-file Status screen, click Next.

    On the Review Your Rejection Messages screen, click Fix Issues.

    On the Correcting Your Federal Electronic Signature screen, click Next.

    You can now edit your last year’s AGI and/or PIN.

    After you edit those fields, click Continue to File.

    Click the E-file button.

    Click Next to continue through the e-file process.

MYBLOCK: TAXES, AND BEYOND.

We prioritize your privacy, security, and assurances.

Kindly visit hrblock.com for further details.

DISCLAIMER:

H&R Block is an autonomous company unaffiliated with any government entity, and this application does not represent any governmental body either. Information sources for this app are the irs.gov website and local tax authorities.