Kansas City, MO,
09
February
2017

H&R Block Offers Five Free Tax Prep Options for Retail, DIY, Military Clients

Free offerings support a variety of needs, situations all backed by tax experts from Block

H&R Block (NYSE: HRB) offers five free tax preparation services for taxpayers, including working with a tax professional, a do-it-yourself product that doesn’t have income restrictions and special programs resulting from partnerships with the United Way, the IRS and the military.

“When taxpayers are looking for a top-rated option to safely file accurate tax returns, H&R Block has the products they need – and that includes a variety of free options,” said Heather Watts, H&R Block vice president and general manager of digital products and services. “H&R Block has a variety of office and DIY products to meet taxpayers’ specific needs, and for tens of millions of taxpayers, we provide a free option.”

H&R Block Free 1040EZ filing in H&R Block offices

Approximately 23 million taxpayers can file a Federal 1040EZ for free through Feb. 28 at participating H&R Block offices. This gives eligible taxpayers access to expert assistance in completing their returns and guarantees they get their maximum refund.

Generally, a 1040EZ filer is a taxpayer who files single or married filing jointly who does not pay mortgage interest, has no dependents and earned less than $100,000 last year.

H&R Block More ZeroSM DIY option for 87 million – includes itemized deductions

H&R Block More Zero allows almost 50 percent more taxpayers to file free online federal and state returns than with any other competitor’s free offering. H&R Block More Zero offers free online filing for federal forms 1040EZ, 1040A and 1040 with Schedule A plus a state return. This means approximately 87 million (6 in 10) taxpayers could take advantage of the company’s best online tax preparation offer ever, including:

  • 1040EZ filers who generally file single or married filing jointly and have no dependents
  • 1040A filers who may have student loan interest, educator expenses or even a tuition and fees deduction
  • 1040 Schedule A filers who itemize because of mortgage payments, child care expenses, charitable donations or medical expenses.

H&R Block DIY partnership with United Way

H&R Block and United Way, through the MyFreeTaxes initiative, have been providing free tax filing services online for federal and state taxes in all 50 states and the District of Columbia for eight years.

Taxpayers earning less than $64,000 can enter their data through MyFreeTaxes.com, which links to a secure H&R Block website, making it easy to complete their taxes from home, at work or on mobile devices.

H&R Block member of Free File Alliance

H&R Block partners with the Free File Alliance, which is made up of leading tax preparation companies working with the IRS, to provide free online tax preparation and e-filing that could be used by nearly 100 million taxpayers whose income is less than $64,000. For other eligibility requirements and to use this service, visit IRS Free File

H&R Block offers free DIY tax prep for military

H&R Block offers free DIY tax preparation online to service members through Military One Source, a DIY partnership that 130,000 military members used in 2016, at a savings of more than $10.6 million.

Taxpayers have multiple ways online to access H&R Block including the H&R Block apps, H&R Block DIY Online products, to download H&R Block DIY software, to make an appointment at a retail tax office and to learn what clients say and for more product details.

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About H&R Block

H&R Block, Inc. (NYSE: HRB) is a global consumer tax services provider. Tax return preparation services are provided by professional tax preparers in approximately 12,000 company-owned and franchise retail tax offices worldwide, and through H&R Block tax software products for the DIY consumer. H&R Block also offers adjacent Tax Plus products and services. In fiscal 2016, H&R Block had annual revenues of over $3 billion with 23.2 million tax returns prepared worldwide. For more information, visit the H&R Block Newsroom.

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