I recently went to H&R block to file my taxes without my husband present. They had everything all done and ready to file but needed to wait till my husband signed papers after he got off work. To make a long story short, my husband did not want to file with them because of how much they were going to charge us. I charged the fee to my credit card hoping to get a refund after declining the process. After many attempts to reach them and avoidances on their part, they humbly said that the preparer already filed the taxes without my husband's signature and that the IRS already accepted it. MY HUSBAND DIDN'T EVEN SIGN THEM! The preparer messed up! What actions can we take?
2007-02-09 01:58:36 · 6 answers · asked by tmae 2 in Business & Finance ➔ Taxes ➔ United States
The point of the matter is, I asked the preparer specifically if they had to wait to file it until my husband signed. She said that they needed his signature before they could file!
2007-02-09 02:59:35 · update #1
I would speak to the manager at the Block office. They never should have filed that return without your husband's signature. There should be a procedure that the e-filing can be reversed.
While you still technically owe them for the tax prep services that they provided (except for any e-filing fee), the manager should refund your fees since the screw-up on the filing was their sole and exclusive fault.
If they fail or refuse to make good on this, you should contact both the Block corporate offices and file a formal complaint AND notify the IRS that an unauthorized return was filed by the Block office in question.
2007-02-09 02:59:07 · answer #1 · answered by Bostonian In MO 7 · 2⤊ 0⤋
The paper doesn't just go into H&R files like the other responder said, it goes to the IRS - and H&R are required to have the signature of both filers for a joint return BEFORE they file it electronically. On the other hand, they did do your taxes, at your request.
I'd go to their offices and ask to talk to the manager, and tell him or her what happened. Given that you were both partially wrong in this, I'd ask them to adjust their fees downward. I'd start out polite - but if they get nasty, I'd probably tell them I was going to call the IRS and report that they did something illegal by filing without the signature.
For future activities, you and your husband need to get your signals straight on things like this.
Good luck,
2007-02-09 02:10:20 · answer #2 · answered by Judy 7 · 0⤊ 3⤋
if it was their mistake and the reason your husband didn't want to use them was the cost...what's the problem...have them refund the fee cost and you're done...they should be willing to do that! as far as a signature...the electronic copy submitted doesn't require it...if there are questions later the IRS wants the hard copy that is given to you or the one that is kept in H&R's files.
2007-02-09 02:11:37 · answer #3 · answered by Robert P 6 · 0⤊ 1⤋
Actually, if you paid for the return in full, without your husband being present, and he did have knowledge of this, the only thing they can get is a boo-boo from the IRS, but the preparation was done, and you finalized (behind your spouses back) the return/contract by payment.
If I were them, I would hold your refund until your husband signs his paperwork, because releasing your refund without his signatures is another Boo-boo.
bless
2007-02-09 02:07:03 · answer #4 · answered by Wood Smoke ~ Free2Bme! 6 · 0⤊ 5⤋
You hired H & R Block. They did your taxes. You owe them for the work they did. If the taxes are done correctly, your husband's refusal to sign a paper that only goes into Block's file does not appear to be material.
I say pay the bill.
2007-02-09 02:03:29 · answer #5 · answered by regerugged 7 · 0⤊ 4⤋
You should pay the bill!
2007-02-09 02:08:31 · answer #6 · answered by filip 4 · 1⤊ 3⤋