Tag: taxes

What I Learned: Kids and Taxes [VIDEO]

Since joining H&R Block, I’ve read and written and learned a lot about taxes. I have the privilege of working very closely with our talented team at The Tax Institute and constantly ask them questions. This is especially true during tax season when so many of you – our clients – are asking us important […]

Where Is My Refund, Really?

It’s refund season! Literally. We have seen among the conversations on our Facebook page that many H&R Block clients were given a “direct deposit” date of Jan. 30 by the IRS. We couldn’t be happier for you. However, between when that date was communicated on Wednesday (Jan. 28) and now, there has been much speculation […]

Who in Puerto Rico should file a U.S. tax return?

Ed note: H&R Block provides tax services to a wide variety of clients, including residents of Puerto Rico. We even have office locations on the island. These folks have a few complexities though – starting with whether or not they are even required to file. Leer en español. We know that every American citizen is subject […]

Decoding Form W-2 [INFOGRAPHIC]

Form W-2. If you have regular employment, this is one of the most important things you will need in order to prepare your tax return. I know many people are still waiting on their W-2, but once you get it, do you understand what information it contains? We look at the form, line-by-line to break […]

The Most Important Thing to Know Today – E-file is Open

E-file opened today. In regular speak: the IRS began accepting electronically-filed tax returns today. Here is some basic – but important! – information for you to know. If you haven’t already prepared your return, the countdown to April 15 is on. You can come get help from one of our tax professionals, use our online […]

Smart Filing: How to Avoid Being a Tax Scam Victim [VIDEO]

Now that tax season is upon us (e-file opens Jan. 20!), you may see signs and storefronts popping up to offer you wonderful refunds without any knowledge of your situation, or they may even promise you a refund within 24 hours. Be careful when you see this. Here are seven tips to help you avoid […]

Get Your ACA Tax Impact Analysis

If you are sick of hearing about the Affordable Care Act, if you are pretty sure you’re covered when it comes to health insurance, but you still aren’t quite certain what qualified health care coverage is, or if that time in between jobs will affect you, or have any other lingering questions – there is […]

Don’t Make These Costly Mistakes with Your Health Savings Account

Ed note: Do you have a Health Savings Account? If so, Jason Steele has a few tips for you when it comes to your contributions and using the account – all learned from his personal experience. Health Savings Accounts (HSAs) are a great way to help ease the pain of costly medical bills that are […]

What is an ACA specialist, and how can they help?

Danielle (28) and Mike (29) are married. They have two children, Alex (4) and Alicia (7), who live with them all year. Danielle and Mike file a joint return and have combined wages of $18,800. They have no other income. The couple is not required to file a tax return, but do in order to […]

File Your Fastest Tax Return Yet

While e-file doesn’t open until January 20, that’s no reason to sit around and wait. Make it your New Year’s resolution to file your fastest tax return ever. It’ll be a great way to start off 2015. Here’s a step-by-step guide. Leer en español. 1. Set up a system for success If you’re old school, you’ll want […]