It's tax season! Exciting right? NOT!! If your like us the only reason that you even have a shimmer of excitement about this time of year is for your *hopeful* tax return. Since Paul and I have gotten married, well hell since we both started working when we were 17 and had to file taxes, we have always done our own through turbo tax. This year though Paul insisted on going to H&R block because "turbo tax doesn't allow you to get all the $ your entitled to and a professional will". Heck one less thing that I have to worry about right! So to H&R block we go. BIGGEST mistake ever! I'll go more Into detail why in a minute.
We get there and we give her all of our paperwork that their website said to bring and give it to the lady. She goes through it, sorts it out and starts inputting into. She asks us for the kids info and all that jazz. Then she gets into Paul's paperwork... She didn't know what an Hsa was, then she tried to tell us it was additional income. When we explained to her that it wasn't, that it came directly out of Paul's paycheck and his employer didn't contribute to it, she shot us down and acted like we didn't know what we were talking about. Okay whatever she's the professional right? So she should know what she's talking about. An hr and a few arguments later she finishes our taxes and tells us we are getting right at 2k back. We tell her thank you and that we would like to get a second opinion on it before we file it, and she informs us that she has already filed it. WHAT?! How did she even know what bank acct to put it into? Well she had used the same acct # that we had used for our last years taxes. We don't even have that acct anymore!!! So she 'tries' to change it, and tells us our check will probably just come to their office where we will have to pick it up. Yea we are not happy but it seems like there's not much we can do.
Fast forward 2 days later, I'm messing around on turbo tax just to see how close I would have come to the refund amount that she got. Can you guess how much I got that we were getting back? Over 3,300!!! Thats a HUGE difference. I bring it to Paul's attention and we decide to go to Jackson Hewitt and get a free second look. They get back close to the number that we got, on turbo tax, and said they could get more, but until they typed it in like an actual file instead of practice then they couldn't give us the final number.
So we make an appt to talk to the h&r block manager that night (yesterday). We get there and a regular tax person brings us over, reviews our taxes and said she did nothing wrong and everything was filed correctly. We then ask to speak with the manager, wait 45 minutes and finally talk with her. She goes over the paper work and says she sees nothing wrong, so I show her my turbo tax print out and she insists that I did something wrong. So we show her the jackson hewitt estimate and she says "they don't know what they are doing, they only take a 2 week course and we take a 6 month course then a 6 week revision course each year, we are professionals and know what we are doing". So I ask her to walk us step by step through our turbo tax report and show us exactly what I did wrong. Can you guess what I did wrong? NOTHING! The h&r block lady who prepared our taxes, the lady who looked them over, and their manager all missed stuff!!! In fact the manager had to go step by step with my turbo tax to even figure out what she missed and how to fix it, and they still couldn't figure everything out. Originally they forgot to put in our property taxes, Paul's IRA, they counted the Hsa money has extra income AND taxed us on it, instead of deducting it from our taxable income and not taxing us on it (even though it says on the paper exactly how to file it!!), half of our medical bills, and a few other odd and in things they had the wrong amounts on. So now we have to wait for our tax return to come in and then we have to file an amend, ugh!! Never will we ever use H&R block again!
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