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Retrieving Your Tax History: A Comprehensive Guide to Accessing Past Returns from H&R Block

So, you need a copy of your past tax returns filed with H&R Block? No problem. The process is straightforward, and you have several avenues to explore. The simplest method is often logging into your H&R Block online account. If you filed online, your returns should be readily available for download. If you used an H&R Block office, you can request a copy online, through their mobile app, or by contacting the office directly. Be prepared to provide identifying information to verify your identity and authorization. A fee might apply depending on the method and the age of the returns. Let’s dive into the details and explore all the options available to you.

Understanding Your Options for Obtaining Past Tax Returns

Accessing your tax history is crucial for various reasons, from applying for a loan to amending a past return. Luckily, H&R Block provides multiple convenient ways to retrieve your filed tax returns. The best approach for you will depend on how you originally filed and how quickly you need the documents.

1. Accessing Returns Through Your Online Account

If you filed your taxes using H&R Block’s online software, accessing your past returns is incredibly easy.

Log in to your H&R Block account: Use your registered email address and password to access your account at H&R Block’s website.
Navigate to “Tax History” or “Past Returns”: Look for a section specifically labeled “Tax History,” “Past Returns,” or something similar within your account dashboard. The exact name may slightly vary depending on the year and the platform version.
Download your desired return: You should see a list of your filed tax returns, typically organized by year. Simply click on the return you need to download it as a PDF document.

2. Using the H&R Block Mobile App

H&R Block’s mobile app offers similar functionalities as their website, including access to past returns.

Download and install the app: If you don’t already have it, download the H&R Block mobile app from your device’s app store (iOS or Android).
Log in to your account: Use the same credentials you use for the H&R Block website.
Find the “Tax History” section: Look for a similar section as on the website where you can access your past returns.
Download the necessary tax return: Choose the year and tap to download the PDF version.

3. Contacting Your Local H&R Block Office

If you filed your taxes at a physical H&R Block office, you can contact that office directly to request a copy of your return.

Locate the office: Find the phone number and address of the H&R Block office where you filed your taxes. You can use the H&R Block office locator on their website.
Call or visit the office: Contact the office and explain that you need a copy of your past tax return.
Provide identification: Be prepared to provide information such as your Social Security number, name, address, and filing year to verify your identity.
Inquire about fees: Ask about any fees associated with retrieving past returns. These fees can vary depending on the location and the age of the returns.
Determine delivery method: Inquire about how you will receive the return. Options may include picking it up in person or receiving it by mail.

4. Requesting Returns Online Through H&R Block

Even if you filed in person, you might be able to request your returns online through H&R Block’s general support channels.

Visit the H&R Block website: Navigate to their “Contact Us” or “Support” section.
Submit a request: Fill out the required information, including your name, address, Social Security number, and the tax years you need.
Verify your identity: H&R Block may require additional verification steps to protect your privacy.
Await processing: Once your request is processed, you will receive instructions on how to access your returns, typically via secure download.

5. Understanding Potential Fees

It’s important to note that H&R Block may charge a fee for providing copies of past tax returns, especially for returns filed several years ago. These fees cover the cost of storage and retrieval. Before requesting a copy, always inquire about the associated fees and payment methods.

Navigating Potential Challenges

While retrieving your tax returns from H&R Block is generally straightforward, some situations might present challenges:

Lost Account Credentials: If you’ve forgotten your username or password for your online account, use the “Forgot Username” or “Forgot Password” links on the H&R Block website to reset your credentials. You may need to answer security questions or verify your identity through email or phone.
Closed H&R Block Office: If the office where you filed your taxes has closed, contact H&R Block’s corporate headquarters or use their online support channels. They can help you locate your returns or direct you to another nearby office.
Deceased Taxpayer: If you need to access the tax returns of a deceased individual, you’ll typically need to provide documentation such as a death certificate and proof of your legal authority to act on behalf of the deceased.

Frequently Asked Questions (FAQs)

1. How far back can I access tax returns from H&R Block?

H&R Block typically keeps electronic records for several years, but the exact timeframe can vary depending on their data retention policies. Generally, you can expect to access returns filed within the last 7-10 years through their online account or by contacting them directly. For older returns, you might need to contact the IRS directly.

2. What information do I need to provide to get my tax returns?

You’ll typically need to provide your full name, Social Security number, address, and the specific tax years you’re requesting. You may also need to answer security questions to verify your identity.

3. Is there a fee for getting past tax returns from H&R Block?

Yes, in many cases, H&R Block charges a fee for retrieving past tax returns, especially if you’re requesting them from a physical office or if the returns are several years old. The fee amount can vary depending on the location and the age of the return.

4. How long does it take to get my tax returns from H&R Block?

The turnaround time can vary depending on the method you use. Accessing returns through your online account is usually instantaneous. Requesting them from a physical office or through online support may take a few days to a week for processing.

5. Can someone else request my tax returns on my behalf?

Generally, only you can request your own tax returns, unless you provide someone with a power of attorney or other legal authorization to act on your behalf. They will need to present the necessary documentation to verify their authority.

6. What if I don’t remember which H&R Block office I used?

If you don’t recall the specific office, contact H&R Block’s customer support or use their online tools to search for offices near your past addresses.

7. Can I get my state tax returns from H&R Block as well?

Yes, H&R Block typically keeps records of both your federal and state tax returns. You can request your state returns using the same methods you use for your federal returns.

8. What if I no longer have access to the email address I used to create my H&R Block account?

You will need to contact H&R Block’s customer support and provide information to verify your identity. They may require you to answer security questions or provide other documentation to prove your identity.

9. How do I amend a past tax return if I find an error?

If you find an error on a past tax return, you can amend it by filing an amended tax return (Form 1040-X). You can download the form from the IRS website or use H&R Block’s amendment services.

10. What if I need my tax returns for a mortgage application?

Mortgage lenders often require copies of your tax returns to verify your income. You can use any of the methods described above to obtain your tax returns from H&R Block and provide them to the lender.

11. Can I get a transcript of my tax return from H&R Block?

While H&R Block can provide you with a copy of your filed tax return, a tax transcript comes directly from the IRS. You can request a transcript from the IRS online, by phone, or by mail.

12. What should I do if I suspect identity theft or unauthorized access to my H&R Block account?

Immediately change your password and contact H&R Block’s customer support to report the issue. You should also monitor your credit report and consider placing a fraud alert on your account. Contacting the IRS is also recommended.

By following these steps and understanding your options, you can efficiently retrieve your past tax returns from H&R Block and ensure you have the necessary documents for your financial needs. Remember to always prioritize your security and protect your personal information.