Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

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jaypee
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Joined: Mon Dec 07, 2015 3:37 pm

Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by jaypee » Sun Feb 18, 2018 5:51 pm

Hi

I'm filing my 2017 taxes through HRBlock website.
It advertises that fed & State returns are free for simple returns (including 1040 Form with schedule A).

My return is very simple - 1040 Form with schedules A & B only.

I completed the info using the free version, and at some point during the process, it said:

"Since your taxable income is more than $99,999, you'll need to use H&R Block Deluxe to prepare this year's taxes."

I declined the offer to upgrade to their H&R deluxe version (which is not free, obviously).
It said something like "you can keep using the free version of H&R block but your return will be incomplete".

I continued to prepare my taxes under the free version and finalized my return.

Now it is ready to be filed and I checked it - all the forms seem to be present (form 1040, schedule A, Schedule B + NY 201 form for state filing).

Can I just file with with the free H&R block version, even though it said at some point that I'll need the H&R Block Deluxe version since my taxable income was above $99,999?

Anyone else had the same issue?

Thanks for your feedback!

Jay



rkhusky
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Joined: Thu Aug 18, 2011 8:09 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by rkhusky » Tue Feb 20, 2018 1:38 pm

I would just try to file and see what happens. They may just ask for a credit card number to charge you for Deluxe.

Silk McCue
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Joined: Thu Feb 25, 2016 7:11 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by Silk McCue » Tue Feb 20, 2018 1:52 pm

No you can't. A quick google search reveals this. Bogleheads is not the best place to get fast answers to questions of this nature that can readily be found on the web.

b4nash
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Joined: Wed Apr 11, 2012 11:20 am

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by b4nash » Tue Feb 20, 2018 2:04 pm

Check out Credit Karma Tax if you want to file for free.

jaypee
Posts: 20
Joined: Mon Dec 07, 2015 3:37 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by jaypee » Tue Feb 20, 2018 3:44 pm

Silk McCue wrote:
Tue Feb 20, 2018 1:52 pm
No you can't. A quick google search reveals this. Bogleheads is not the best place to get fast answers to questions of this nature that can readily be found on the web.
I googled my issue several times but didn't find any answer nor any mention of a $99,999 limit to file for free on H&R block.

Could you post to the links you are referring to?

Silk McCue
Posts: 1114
Joined: Thu Feb 25, 2016 7:11 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by Silk McCue » Tue Feb 20, 2018 4:24 pm

jaypee wrote:
Tue Feb 20, 2018 3:44 pm
Silk McCue wrote:
Tue Feb 20, 2018 1:52 pm
No you can't. A quick google search reveals this. Bogleheads is not the best place to get fast answers to questions of this nature that can readily be found on the web.
I googled my issue several times but didn't find any answer nor any mention of a $99,999 limit to file for free on H&R block.

Could you post to the links you are referring to?
http://community.hrblock.com/t5/DIY-Pro ... oyRt-dG3ic

jaypee
Posts: 20
Joined: Mon Dec 07, 2015 3:37 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by jaypee » Tue Feb 20, 2018 4:28 pm

Silk McCue wrote:
Tue Feb 20, 2018 4:24 pm
jaypee wrote:
Tue Feb 20, 2018 3:44 pm
Silk McCue wrote:
Tue Feb 20, 2018 1:52 pm
No you can't. A quick google search reveals this. Bogleheads is not the best place to get fast answers to questions of this nature that can readily be found on the web.
I googled my issue several times but didn't find any answer nor any mention of a $99,999 limit to file for free on H&R block.

Could you post to the links you are referring to?
http://community.hrblock.com/t5/DIY-Pro ... oyRt-dG3ic
Thank you for that link but I saw it already and it doesn't answer my questions.

Silk McCue
Posts: 1114
Joined: Thu Feb 25, 2016 7:11 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by Silk McCue » Tue Feb 20, 2018 4:51 pm

jaypee wrote:
Tue Feb 20, 2018 4:28 pm
Silk McCue wrote:
Tue Feb 20, 2018 4:24 pm
jaypee wrote:
Tue Feb 20, 2018 3:44 pm
Silk McCue wrote:
Tue Feb 20, 2018 1:52 pm
No you can't. A quick google search reveals this. Bogleheads is not the best place to get fast answers to questions of this nature that can readily be found on the web.
I googled my issue several times but didn't find any answer nor any mention of a $99,999 limit to file for free on H&R block.

Could you post to the links you are referring to?
http://community.hrblock.com/t5/DIY-Pro ... oyRt-dG3ic
Thank you for that link but I saw it already and it doesn't answer my questions.
If the feedback already provided on this post by me and others does not answer your question or provide you with guidance on how to move forward then I’m not certain what your question is. The Post heading very clearly states your question and the link I gave you clearly answers the question. You will have to pay to upgrade in order to file.

rkhusky
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Joined: Thu Aug 18, 2011 8:09 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by rkhusky » Tue Feb 20, 2018 4:56 pm

The link just confirms that someone else had the same problem as the OP, with the same response of income over $99,999. I think the OP is looking for an official HR Block statement that the limitation is correct and not just a software mistake.

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tfb
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Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by tfb » Tue Feb 20, 2018 4:56 pm

jaypee wrote:
Sun Feb 18, 2018 5:51 pm
Now it is ready to be filed and I checked it - all the forms seem to be present (form 1040, schedule A, Schedule B + NY 201 form for state filing).

Can I just file with with the free H&R block version, even though it said at some point that I'll need the H&R Block Deluxe version since my taxable income was above $99,999?
$100,000 is the income limit for using 1040EZ and 1040A. Under the More Zero offer, it also covers 1040 with Schedule A. There is no income limit for that path, except maybe it doesn't cover other forms and schedules that you said you don't need. Print out and review the forms. If you are satisfied with the forms I would go ahead and file.
Harry Sit, taking a break from the forums.

jaypee
Posts: 20
Joined: Mon Dec 07, 2015 3:37 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by jaypee » Tue Feb 20, 2018 5:07 pm

tfb wrote:
Tue Feb 20, 2018 4:56 pm
jaypee wrote:
Sun Feb 18, 2018 5:51 pm
Now it is ready to be filed and I checked it - all the forms seem to be present (form 1040, schedule A, Schedule B + NY 201 form for state filing).

Can I just file with with the free H&R block version, even though it said at some point that I'll need the H&R Block Deluxe version since my taxable income was above $99,999?
$100,000 is the income limit for using 1040EZ and 1040A. Under the More Zero offer, it also covers 1040 with Schedule A. There is no income limit for that path, except maybe it doesn't cover other forms and schedules that you said you don't need. Print out and review the forms. If you are satisfied with the forms I would go ahead and file.
Thanks I will try that.

Silk McCue
Posts: 1114
Joined: Thu Feb 25, 2016 7:11 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by Silk McCue » Tue Feb 20, 2018 5:08 pm

rkhusky wrote:
Tue Feb 20, 2018 4:56 pm
The link just confirms that someone else had the same problem as the OP, with the same response of income over $99,999. I think the OP is looking for an official HR Block statement that the limitation is correct and not just a software mistake.
Usually such a confirming question and answer given in the link I provided would be sufficient confirmation to such a question.

Seriously, HRBlock has already told them via the very software itself and they quoted the statement in the original post. They must upgrade. Not certain why the question is being posted given the certainty of the answer from the horses’ mouth.

rkhusky
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Joined: Thu Aug 18, 2011 8:09 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by rkhusky » Tue Feb 20, 2018 5:12 pm

The solution appears to be to print off the free forms and mail to the IRS, which was suggested by the original poster. The only response to the posts did not address the issue. I still say give it a try, but if the web site won't let you efile, print the forms and mail them.

jaypee
Posts: 20
Joined: Mon Dec 07, 2015 3:37 pm

Re: Can I use Free H&R Block online to file my taxes if my taxable income is more than $99,999?

Post by jaypee » Tue Feb 20, 2018 10:18 pm

Thanks a lot tfb and rkusky for your input!

I was able to E-file for free for both Federal and State returns.

I didn't have to upgrade to the deluxe version. Not sure why I received the warning message from H&R saying I would need to...

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