As the annual tax season approaches, many individuals and businesses begin to consider their options for filing. For 70 years, H&R Block has been a prominent player in the tax preparation landscape, offering a range of services from in-person assistance to online filing solutions. This year, H&R Block is offering a variety of deals and options designed to ease the burden of tax season, including free filing for simple returns, refund advance loans, and discounts on tax software.
Free Filing Options for Simple Tax Returns
H&R Block offers a free online filing option, H&R Block Online Free Edition, for taxpayers with relatively simple tax situations. According to the company, approximately 55% of filers qualify for this service. The free edition supports Form 1040s and allows for the inclusion of schedules related to the Earned Income Tax Credit, Child Tax Credit, Student Loan Interest, and Retirement Plan Distributions. State returns are also available for free filing.
Assistance Options Beyond Self-Filing
Recognizing that not everyone is comfortable navigating the complexities of tax law independently, H&R Block provides several assistance options. Taxpayers can choose from in-person consultations at an H&R Block office, online assistance from a tax professional, or the option to drop off their tax documents for preparation. A “Second Look Review” of prior year returns is also available, offering taxpayers the opportunity to identify potential errors or missed deductions. This review service is offered free for three years.
Refund Advance Loans for Immediate Access to Funds
For those eager to receive their tax refund quickly, H&R Block offers a Refund Advance loan. This allows eligible taxpayers to receive up to , up to $4,000 within minutes of filing their return with a tax professional. Notably, the loan carries no fees or interest charges. This option can be particularly appealing to individuals who rely on their refund for essential expenses.
H&R Block Pricing Tiers
H&R Block’s pricing structure is tiered to accommodate varying levels of tax complexity. The free online option is suitable for simple returns. Deluxe, starting at $28 for federal and $37 per state, includes support for itemized deductions and a free review by a tax professional. The Premium option, priced at $56 for federal and $37 per state, adds support for investment-related taxes and also includes a free tax pro review. A dedicated option is also available for self-employed individuals and business owners, which includes support for 1099 forms and expense tracking, currently priced at $68 for federal and $37 per state.
Understanding H&R Block Activation Codes
Users of H&R Block tax software may encounter the need for an Activation Code. This ten-character code, consisting of uppercase letters and numbers, is unique to each software purchase and is required to register and unlock the software. The code grants access to five free federal e-files. Detailed instructions and troubleshooting resources are available on the H&R Block website.
Additional Discounts and Promotions
Beyond the free filing option and refund advance, H&R Block is offering several other discounts. Customers can save 20% on H&R Block tax software products without needing a specific promo code. An exclusive coupon offers $25 off in-store assisted tax filing services when an appointment is made and the coupon is presented at the time of service. This coupon is valid for original 2025 personal income tax returns at participating U.S. Offices and cannot be combined with other offers. Forbes Vetted reported that customers can get up to $4,000 with a Refund Advance loan and up to $15 off H&R Block tax software options.
H&R Block also offers a referral program, allowing customers to earn up to $300 annually by referring friends and family. The company emphasizes its commitment to helping taxpayers navigate the complexities of the tax system, offering a range of resources and support options to ensure a smooth filing experience. With a variety of options available, from DIY online filing to professional assistance, H&R Block aims to cater to the diverse needs of taxpayers this season.
