H&R Block: refund request
Tax Identity Shield is refundable on request within 30 days of purchase. The software satisfaction guarantee needs notice within 60 days and the original media or UPC code and receipt by mail (read from search-result text only).
What does this mean?
Grade C (use with care: check the source of each value before relying on it). 100% of 11 sources are the organization's own pages or government sites; 3 value(s) were read from a search snippet or an archive copy.
Collect
- receipt
- purchase date
- UPC code or original media (software)
- account email
Steps
For Tax Identity Shield, call within 30 days of purchase.
For H&R Block tax software, notify H&R Block within 60 days of purchase and mail the original media or UPC code with a copy of the receipt. Confirm the mailing address on the guarantees page before you send it.
https://www.hrblock.com/guarantees/
For other refund questions, call H&R Block.
More contacts for this issue
Facts you can cite
- Deadline
H&R Block tax software 100% satisfaction guarantee: if dissatisfied for any reason before you file, H&R Block refunds the purchase price (excluding shipping, taxes and rebates) if you notify it within sixty (60) days of the initial purchase and mail the original media or UPC code and a copy of the store receipt. Read from search-result text on 2026-10-13; hrblock.com blocked automated fetches (HTTP 403).
Source: hrblock.com, verified 2026-10-13
- Compensation
The FTC's January 8, 2025 final order requires H&R Block to pay "$7 million to be used to compensate consumers harmed by the company's unlawful practices." The FTC pages read on 2026-10-13 do not describe how or whether payments were distributed.
Source: ftc.gov, verified 2026-10-13
- Process
FTC In the Matter of H&R Block (Docket No. 9427): administrative complaint February 23, 2024 (data wiping on downgrade and "free" advertising); matter withdrawn from adjudication October 21, 2024; proposed consent order November 12, 2024; final Decision and Order January 8, 2025 (vote 5-0). The FTC case page shows status "Closed".
Source: ftc.gov, verified 2026-10-13
- Policy
The final order requires H&R Block's "free" advertising to disclose either the percentage of taxpayers eligible for the "free" products or that the majority of taxpayers do not qualify.
Source: ftc.gov, verified 2026-10-13
If that fails, escalate
Go up one step at a time. Keep the reference numbers and dates from each contact.
Customer service
Written complaint
MailTax Identity Shield mailing address H&R Block, One HR Block Way, Kansas City, MO 64105Card or bank dispute
Fair Credit Billing Act billing-error and purchase-dispute rights (Regulation Z)
Electronic Fund Transfer Act error resolution and unauthorized-transfer liability (Regulation E)
Card dispute for charges after a cancellation.
Federal regulator
State agency
Your state’s attorney general. Find it in the list of state agencies (also as JSON:
states/<code>.json, for example states/ny.json).
Watch out
- hrblock.com blocked automated fetches (HTTP 403) on 2026-10-13; the phone numbers, hours and software guarantee terms here come from search-result text and should be confirmed on the live page.
- The software guarantee needs a mailed request; the mailing address was not verified, so confirm it on hrblock.com/guarantees before sending.
Let your AI agent handle this
Escalate Anything is a free, open-source MCP server for Claude, Cursor, VS Code, Gemini CLI, Codex and other AI apps. Your agent gets this playbook, keeps a case log with reference numbers and follow-up dates, and drafts each message for you to approve.
1. Set it up (needs uv):
uvx escalate-anything setup2. Ask your agent:
H&R Block owes me a refund of [amount] for [order or service]. Use Escalate Anything to get it.Source code, other install options and the Claude Code plugin