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H&R Block Glitch Delaying Refunds

Updated: Thursday, April 10 2014, 01:49 PM EDT

Update (3/19) -


Since we first brought you this story last week, CBS6 has heard from dozens of local taxpayers who have been impacted by this issue.  Many of the folks weave talked to said they were promised their refunds in February and were depending on the money.  They had no idea there was a problem with their return until seeing CBS6as reports about the issue last week. 


More than 600,000 people are impacted by the filing error which includes people who filed for an educational credit using form 8863 between February 14th-22nd.  When CBS6 Investigative Reporter Jennifer Lewke, asked an H&R Block spokesman whether the company is considering offering those impacted a refund on the preparation fees they paid, Gene King just kept sending this response:  aWe are resolutely focused on ensuring these returns get processed and the impacted clients get their tax refunds as soon as possible."


That answer, despite a public apology from the CEO of H&R Block, posted on the companyas facebook and twitter feed in which Bill Cobb says, aLet me set the record straight about the form 8863 issue, we made a mistake when the tax return was sent to the IRSa|when the IRS began accepting the form, we immediately sent your returns with the intention of getting you your refund as quickly as possible, in our zeal to move so quickly, we missed a step.a


College Students impacted by error:

Letter from H&R Block CEO:


ALBANY - If you had your taxes prepared by H&R Block this year, you may be impacted by a software glitch that is delaying hundreds of thousands of tax refunds.  Those impacted had their taxes filed between February 14th-22nd and claimed a higher education credit using form 8863. 


For the past 15 years, Jennifer Maurer has had her taxes prepared and filed at H&R block.  She's never had a problem until now, "on my return statement it said that I would have my money direct deposited in my bank around February 17th or two business days thereafter, I waited and waited and the money never showed up," she says.  When she called the IRS she was told there was an error on her return so she immediately called H&R Block, "I've called the local office, I've called the 1-800-hr-block number and they just keep telling me a district manager will return my call, I still haven't gotten a call," she tells CBS6.


Turns out, Maurer is one of more than 600,000 people who filed for an education credit through H&R Block when the software it was using had a glitch.  The problem has delayed her $6,500 refund.  "My student loans are starting to come in, I have bills to pay, rent to pay, cars to pay for and no money to pay them.. I was relying on that money... a guarantee on their website says if you're not completely satisfied you don't pay us and they won't say that they're going to give anyone their money back," she says.  Maurer is hoping the company will offer a refund on the $300 preparation fee she had to pay. 


In a statement on its website, H&R Block says, "We appreciate that this issue may cause problems for our clients and we are doing everything in our power to address the processing of these returns, we will continue to update clients as more information becomes available."  More information can also be found here:


The IRS said in a statement on Wednesday, atypically, the review process for a situation like this takes up to 8 weeks. We are taking special steps to help taxpayers. This means the IRS may need as much as 4-6 weeks from this date to issue a refund to the taxpayer.a

H&R Block Glitch Delaying Refunds

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Hello and thank you for stopping by The Real Deal web-page! I'm hoping you'll find some useful information here. I (Jennifer Lewke) will be updating this page daily to bring you the latest news on anything and everything that may impact your wallet. Whether it's a bad business trying to rip you off, a contractor who took your money and ran, the government wasting your tax dollars, or a telemarketer who just won't stop calling, my goal is to uncover it and hopefully prevent it from happening again!

On the right-hand side of this page, you'll see a section labled "Links" --these will all take you to websites for organizations that help protect consumers. Most of the groups have the authority to fine or shut down bad businesses so it's important to file the proper complaints to get some action.

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