Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
H&R Block 2019 tax program in the mail?
Old 01-18-2020, 08:33 PM   #1
Recycles dryer sheets
mistermike40's Avatar
 
Join Date: Aug 2014
Posts: 159
H&R Block 2019 tax program in the mail?

Not sure if this is in the right forum... quite a few years ago I switched from Turbo Tax to H&R Block Deluxe. Every year they would send me the latest CD in the mail and I would pay for an activation code. Last year I wanted to get started early, so I downloaded my copy from an online megastore. When it came time to submit my "free" e-file, it wouldn't recognize the activation code. After several days and *many* phone calls to customer support (who were quite friendly), we finally got it to work. For my efforts they reimbursed me the purchase price of the software, but said to be careful where you buy H&R Block from in the future.

So, this year I decided to just wait for my annual disc to arrive in the mail. Only it hasn't yet. Does anyone else use this program, and have you received your physical disc in the mail? I might just download it from their website (a bit more expensive, but I don't want to repeat the activation dance this year).
__________________

__________________
ďIt's a terrible thing, I think, in life to wait until you're ready. I have this feeling now that actually no one is ever ready to do anything. There is almost no such thing as ready. There is only now. And you may as well do it now. Generally speaking, now is as good a time as any - Hugh Laurie
mistermike40 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-18-2020, 10:36 PM   #2
Recycles dryer sheets
 
Join Date: May 2016
Posts: 128
I received mine a couple weeks ago, but I had already purchased the CD from Amazon. I've never had a problem buying the CD from Amazon. I'm always reluctant to buy a download, I like having the physical media.
__________________

__________________
Taking the rest of my life off...
coveredbridge is offline   Reply With Quote
Old 01-18-2020, 10:46 PM   #3
Moderator
Jerry1's Avatar
 
Join Date: Nov 2014
Posts: 3,549
I bought HR Block last year to try it out, but did not like it so I did not file with it and instead used TT. Anyway, to the point of the thread, they’ve sent me two disks recently. One a few weeks ago and I received one today. I’d wait another day or two. Maybe Wednesday of next week since the post office will be closed on Monday.
__________________
Every day when I open my eyes now it feels like a Saturday - David Gray
Jerry1 is offline   Reply With Quote
Old 01-18-2020, 10:47 PM   #4
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,706
I think if you haven't received it by now you should just download it.

I did not get anything this year but I usually get a disc in the mail that I don't use it because it's cheaper to get it from an online seller like Amazon. This year I bought the Deluxe +state at Wal-mart for $25.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is online now   Reply With Quote
Old 01-19-2020, 05:18 AM   #5
Thinks s/he gets paid by the post
GalaxyBoy's Avatar
 
Join Date: Jul 2009
Location: The Beautiful Blue Ridge Mountains
Posts: 1,738
I have been downloading HRB from Amazon for the last several years (got Deluxe but no state for $15 around thanksgiving this season). Anyway, no CD in the mail the last two years at least.

No real need for a Cd, IMHO. You can always redownload for free from Amazon, and many new computers don’t come with cd drives anyway. They will be a thing of the past soon, like floppies and Zip disks.
GalaxyBoy is offline   Reply With Quote
Old 01-19-2020, 08:21 AM   #6
Full time employment: Posting here.
 
Join Date: Nov 2014
Location: Austin
Posts: 795
Quote:
Originally Posted by GalaxyBoy View Post
I have been downloading HRB from Amazon for the last several years (got Deluxe but no state for $15 around thanksgiving this season). Anyway, no CD in the mail the last two years at least.

No real need for a Cd, IMHO. You can always redownload for free from Amazon, and many new computers donít come with cd drives anyway. They will be a thing of the past soon, like floppies and Zip disks.
Bingo - been doing this since 2012 according to all of the icons on my computer's desktop. And for the very reason that I can re-download for free from Amazon.
big-papa is offline   Reply With Quote
Old 01-19-2020, 09:54 AM   #7
Recycles dryer sheets
mistermike40's Avatar
 
Join Date: Aug 2014
Posts: 159
Thanks for the replies. I don't mind d/l the program, but I want to avoid issues with the free federal e-file like last year.

I guess I'll wait a few days, then - if no disc in the mail - I'll d/l from Amazon again.
__________________
ďIt's a terrible thing, I think, in life to wait until you're ready. I have this feeling now that actually no one is ever ready to do anything. There is almost no such thing as ready. There is only now. And you may as well do it now. Generally speaking, now is as good a time as any - Hugh Laurie
mistermike40 is offline   Reply With Quote
Old 02-15-2020, 10:09 PM   #8
Thinks s/he gets paid by the post
Ready's Avatar
 
Join Date: Mar 2013
Location: Southern California
Posts: 2,454
I spent all morning messing around with the H&R Block tax software and found it very frustrating to use. There is no place to enter my quarterly CA state tax payments in the program.

I called their customer support number and spent about 30 minutes waiting for a rep. The woman who answered was friendly but had no idea why the program did not provide a way to enter quarterly CA payments.

I eventually found the actual form where the payments need to go and manually entered the information. But it seems like a major oversight for the program to forget to include a screen to capture quarterly payments.

She said I was not the first person to report the problem. I’m surprised I could not find any information on the internet about it. There must be a lot of people who make quarterly payments and need to enter the data to complete their tax forms.

I may go back to TurboTax next year. I never had any problem using their software.
Ready is offline   Reply With Quote
Old 02-15-2020, 10:39 PM   #9
Thinks s/he gets paid by the post
 
Join Date: Apr 2005
Location: Midwest
Posts: 2,197
2019 is my third year using H&R Block and have had no problems with it and I don't think I have ever gotten a CD in the mail. I get an email from them with instructions to go to the website etc etc. Turbo tax used to send me the CD every year
razztazz is offline   Reply With Quote
Old 02-15-2020, 10:51 PM   #10
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Sunset's Avatar
 
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 8,109
Quote:
Originally Posted by Ready View Post
I spent all morning messing around with the H&R Block tax software and found it very frustrating to use. There is no place to enter my quarterly CA state tax payments in the program.

I called their customer support number and spent about 30 minutes waiting for a rep. The woman who answered was friendly but had no idea why the program did not provide a way to enter quarterly CA payments.

I eventually found the actual form where the payments need to go and manually entered the information. But it seems like a major oversight for the program to forget to include a screen to capture quarterly payments.

She said I was not the first person to report the problem. Iím surprised I could not find any information on the internet about it. There must be a lot of people who make quarterly payments and need to enter the data to complete their tax forms.

I may go back to TurboTax next year. I never had any problem using their software.
I use the downloaded software H&R Block, and have never had an issue putting in my quarterly payments for both Fed and State.

Guess I'll find out when I do it, if something changed or not.
__________________
Fortune favors the prepared mind. ... Louis Pasteur
Sunset is offline   Reply With Quote
Old 02-16-2020, 07:05 AM   #11
Full time employment: Posting here.
 
Join Date: Jan 2010
Location: dubuque
Posts: 813
I was wondering what h and r free edition charges to file state taxes. anyone know?
frank is offline   Reply With Quote
Old 02-16-2020, 07:36 AM   #12
Thinks s/he gets paid by the post
USGrant1962's Avatar
 
Join Date: Dec 2016
Location: DC area
Posts: 1,075
Quote:
Originally Posted by Ready View Post
I spent all morning messing around with the H&R Block tax software and found it very frustrating to use. There is no place to enter my quarterly CA state tax payments in the program.

I called their customer support number and spent about 30 minutes waiting for a rep. The woman who answered was friendly but had no idea why the program did not provide a way to enter quarterly CA payments.

I eventually found the actual form where the payments need to go and manually entered the information. But it seems like a major oversight for the program to forget to include a screen to capture quarterly payments.

She said I was not the first person to report the problem. I’m surprised I could not find any information on the internet about it. There must be a lot of people who make quarterly payments and need to enter the data to complete their tax forms.
...
Yea, that is messed up this year. The answer is you have to enter them during the Federal interview under deductions even if you know you are using the standard deduction. Of course hardly anyone uses itemized deductions any more. I've read that almost 90% now use standard deduction, so that is a terrible design choice.

EDIT - and at least for Maryland there is a bright orange "LEARN MORE" on the summary screen right next to Estimated Tax Payment that tells you this. Maybe that wasn't there on an earlier update?
__________________
FI and Semi-ER March 24, 2017
Consulting to stay engaged

"All models are wrong, some are useful." - George Box
USGrant1962 is offline   Reply With Quote
Old 02-16-2020, 08:35 AM   #13
Thinks s/he gets paid by the post
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 4,706
Hmm. Iíve never noticed this issue with the download version. I live in MD and usually use the stateís free ifile for state taxes. I expect we will barely exceed the std deduction even with SALT limit. It seems like the state should be required to issue a 1099 G for payments not covered by a W2 or Other 1099.
__________________

__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Amazon Sale on H&R Block + State 2019 Too tsoispf Other topics 8 11-29-2019 01:47 PM
Noticed more people holding signs "need work or food" rayinpenn Other topics 3 05-03-2015 03:51 PM
Phishing e-mail & Yahoo Mail kaneohe Other topics 11 04-23-2011 07:30 AM
Ally Bank - free H&R Block Deluxe tax prep offer (online version) caninelover FIRE and Money 6 03-02-2011 06:51 PM
H&R Block Tax prep course advice Sue J Other topics 21 10-13-2008 08:38 PM

» Quick Links

 
All times are GMT -6. The time now is 08:11 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×