H&R Block Tax Review 2024 + Video Walkthrough Of A Tax Return

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  • เผยแพร่เมื่อ 17 ม.ค. 2025

ความคิดเห็น • 59

  • @ednavalledeltoro8058
    @ednavalledeltoro8058 10 หลายเดือนก่อน +2

    I DID IT TODAY!!! HR BLOCK CHICAGO, IRVING PARK AND BROADWAY!!! I RECOMEND THEM!!!

  • @yol6185
    @yol6185 หลายเดือนก่อน

    which software do you recommend for new tax preparer?

    • @Thecollegeinvestor
      @Thecollegeinvestor  หลายเดือนก่อน

      Neither, professional tax preparers should use a professional program like Drake or UltraTax.

  • @bigmexicanraider5369
    @bigmexicanraider5369 11 หลายเดือนก่อน +1

    Sorry if explained and i missed it. Which paid version must i purchase if i have a W-2 and a 1099?

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน

      Well start online for free and you’ll get upgrade to the correct version. But it comes down to what type of 1099? I

    • @bigmexicanraider5369
      @bigmexicanraider5369 11 หลายเดือนก่อน

      @@Thecollegeinvestor1099-NEC

    • @bigmexicanraider5369
      @bigmexicanraider5369 11 หลายเดือนก่อน

      @@ThecollegeinvestorIm assuming deluxe? But not sure. Have never used this so kinda hesitant.

    • @bigmexicanraider5369
      @bigmexicanraider5369 11 หลายเดือนก่อน

      @@Thecollegeinvestor1099-NEC

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน

      It depends on the 1099. If that’s self employment income and you’re going to have a full schedule C, it will be self employment. In that case, TaxSlayer is our pick for self employment tax prep. Price is better for same ease of use.

  • @swingoutmuseum6454
    @swingoutmuseum6454 ปีที่แล้ว

    An excellent video in using the online service

  • @maximusaurelius9906
    @maximusaurelius9906 9 หลายเดือนก่อน

    How do to switch your account from the premium account to the free file account?

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน +1

      If you went through the IRS free file portal, you cannot. It’s one of the big issues for people. If you simply started for free on H&R Block, you’ll automatically get the level your tax return requires.

  • @JeffreySkinner-h2b
    @JeffreySkinner-h2b 9 หลายเดือนก่อน

    How do you file or upload?

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน

      Once you finish at the end, you pay and H&R Block will eFile your return.

  • @user-uy6tw7vy5f
    @user-uy6tw7vy5f 11 หลายเดือนก่อน

    Does free include standard deductions?

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน

      Yes, almost every taxpayer takes the standard deduction. That's not what pushes you into a paid tier.

    • @user-uy6tw7vy5f
      @user-uy6tw7vy5f 11 หลายเดือนก่อน

      Thank you

  • @markoneill771
    @markoneill771 9 หลายเดือนก่อน

    Your screens look different than mine at home no top bar with options here. So frustrating.

  • @SteveMartinUSA
    @SteveMartinUSA 9 หลายเดือนก่อน

    All the data is in. How do I know if it's better for my wife and I to file separately or joint? How do I start a new version or save a copy?

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน +1

      The software recommended the option early on for tax filing status depending on the max refund. However, that may not be the best for you based on student loans, etc.
      You can’t print or save a copy until you file and pay. Then you can print and download a copy.

    • @SteveMartinUSA
      @SteveMartinUSA 9 หลายเดือนก่อน

      @@Thecollegeinvestor I actually did the taxes again from my wife's email, choosing separate instead of joint. It took a half hour but I found it to be about $700 more favorable to file jointly for us. The software was free and easy. Thanks for the tutorial.

  • @j0ker808
    @j0ker808 9 หลายเดือนก่อน

    How do I write off my cell phone and internet for work purposes?

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน +1

      It’s under business expenses.
      Remember, unless you have dedicated line for you business, you should be pro-rating your bill to reflect your usage.

    • @j0ker808
      @j0ker808 9 หลายเดือนก่อน

      @@Thecollegeinvestor thank you

  • @ScornfulGreedCR
    @ScornfulGreedCR 11 หลายเดือนก่อน +1

    I recommend getting the premium if you invest in the stock market. Last year had a 39k gain but with 52 sheets from my 1140 form. Was charged $700 for the tax lady too go through them, I rather do it myself and save $650,

  • @chrismason4224
    @chrismason4224 11 หลายเดือนก่อน

    Sorry if you've answered this, but does the Plus plan ($30 federal, state free) allow for home mortgage interest?

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน

      Mortgage interest will be Deluxe or higher.

    • @MrGeorgewf
      @MrGeorgewf 11 หลายเดือนก่อน

      Check my video installing H@R Block tax program.

  • @IrisAbraham-v9r
    @IrisAbraham-v9r ปีที่แล้ว

    Is there is any free certified tax course with value?

  • @Chrispitos
    @Chrispitos 11 หลายเดือนก่อน

    What are the H+R packages at Walmart? I saw one that was $35 that said Deluxe + State. Would that be a better way to go then the videos $55 + $40 for state? Or am I thinking of something wrong

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน +1

      Those are the download editions. Check the price because it might not include an e-File fee. I think you pay another $20 to efile. And you’re assuming you need to pay the Deluxe edition. Deluxe is a waste for most - if you need Deluxe you probably are better off with other tax software options.
      Finally, we always recommend the online versus the download because too many people have computer issues.

    • @Chrispitos
      @Chrispitos 11 หลายเดือนก่อน

      @@Thecollegeinvestor sounds good thanks

    • @MrGeorgewf
      @MrGeorgewf 11 หลายเดือนก่อน

      th-cam.com/video/u_QRSNyRI3U/w-d-xo.htmlsi=DB-Mooi1x6O2jJzN

  • @karthikselvam932
    @karthikselvam932 9 หลายเดือนก่อน

    Hi, I have entered my weight incorrectly and Illinois state has rejected my filing due to that. While submitting first time filing i gave a 5 digit electronic signature. When i am filing a revised filing it is asking me to enter the same. I am entering the correct 5 digit electronic signature but it is giving a error as "please enter previous e-filing pin" could you please help me with this. I am stuck here.

  • @stormbreaker700
    @stormbreaker700 9 หลายเดือนก่อน

    My refund did not increase with the child tax credit. Is that normal?

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน

      Not sure we understand. Child tax credit is one aspect of your tax liability. But your refund is determined mostly by how much taxes you had withheld all year.

  • @donwalden
    @donwalden 10 หลายเดือนก่อน

    None of these videos have address the problem of dropping and dragging our last year's tax forms from certified accounts who have put an encryption and password on the file.
    We are using H&R Block for the first time and haven't been able to drop and drag. Do you have any advice or directions? thanks

    • @Thecollegeinvestor
      @Thecollegeinvestor  10 หลายเดือนก่อน

      I usually unlock the PDF, then print/export as a new PDF that's unlocked.

  • @mje1625
    @mje1625 ปีที่แล้ว

    Does HR Block software require registration (like Turbotax), which allows them to sell my data?

    • @Thecollegeinvestor
      @Thecollegeinvestor  ปีที่แล้ว +1

      Of course they require registration, but their privacy policy clearly says they don’t sell your data. They do, however, use it for their own marketing and for their own affiliated firms (like Spruce, etc.). www.hrblock.com/universal/digital-online-mobile-privacy-principles/

    • @mje1625
      @mje1625 ปีที่แล้ว

      Not sure why you say "Of course." Until this year Turbo Tax DID NOT require registration. But thank you for clarifying HRB's position. @@Thecollegeinvestor

    • @mje1625
      @mje1625 ปีที่แล้ว

      Have you read the information in the link you just provided? YES, they share personal information with third parties. Please provide accurate information.@@Thecollegeinvestor

    • @Thecollegeinvestor
      @Thecollegeinvestor  ปีที่แล้ว +1

      @@mje1625 All tax software companies have required registration. TurboTax definitely has - we've been reviewing it for over 10 years. Their terms of service/privacy policies may have changed though.

    • @NoName-wq9ou
      @NoName-wq9ou 11 หลายเดือนก่อน

      I'm with you @mje1625. You can't fight naivety (being polite).

  • @user-je6gw3py8m
    @user-je6gw3py8m 10 หลายเดือนก่อน

    Im seeking someadvice how to become a tax preparer...
    1. How can i learn tax course?
    2. Where can i learn it?
    3. Who is the best resource provider?

  • @opalherr5974
    @opalherr5974 11 หลายเดือนก่อน +1

    It’s not free when you start adding your documents and other forms start popping in.

    • @Thecollegeinvestor
      @Thecollegeinvestor  11 หลายเดือนก่อน

      Correct, the only 100% free option is Cash App Taxes. Check out our free tax software video to understand the free and paid levels: th-cam.com/video/OJ5uWDOVbQI/w-d-xo.html

  • @user-je6gw3py8m
    @user-je6gw3py8m 10 หลายเดือนก่อน

    It looks like H&R block is working the same way as Turbo which file tax return for clients by their site

  • @Ddgjyfd
    @Ddgjyfd ปีที่แล้ว

    You mentioned there is a fee ,even though i purchased the program?

    • @Thecollegeinvestor
      @Thecollegeinvestor  ปีที่แล้ว

      You only pay to file your taxes if you don't qualify for the free version.

  • @AmyKristine
    @AmyKristine ปีที่แล้ว

    Number for paying the IRS monthly

  • @yvonnerivera9554
    @yvonnerivera9554 ปีที่แล้ว

    do you know what happens if i am taking the h&r block tax preparer class and fail one of the exams 5 times? Am I able to retake the test at some point or do i need to retake the entire course again?

    • @swingoutmuseum6454
      @swingoutmuseum6454 ปีที่แล้ว

      Good question

    • @ednamartinez6129
      @ednamartinez6129 11 หลายเดือนก่อน

      Is it hard ? My friend failed the exam once but she’s looking into taking it again.

  • @doriangrey888
    @doriangrey888 9 หลายเดือนก่อน

    Wanted me to give them $240 .
    They are Rip Off 😮ut Fit.

    • @Thecollegeinvestor
      @Thecollegeinvestor  9 หลายเดือนก่อน

      lol what were you paying for!? That’s not a basic tax return price!

    • @doriangrey888
      @doriangrey888 9 หลายเดือนก่อน

      @@Thecollegeinvestor It was 3 w2"s & state.

  • @MindoverMoney1983
    @MindoverMoney1983 6 วันที่ผ่านมา

    Great video. I’m working something similar to help everyone gain financial freedom. Let’s all connect