H&R Block - Approved Vendor

Products

Form

Series 100 Tax Credit Codes

Limitations -
Do Not Support

Blockworks
Website: hrblock.com
500 101-122 and 124-146 1-For ALL returns H&R Block is the paid preparer
2-Signature date will be date completed
3-Software does not support invalid routing transaction numbers
4-Does not support issuer SSNs for 1099 or W-2 on GA
5-Income Statement
6-Does not allow some special characters in names or addresses
  500X 101-122 and 124-146  
  500EZ Does Not Apply

1-For ALL returns H&R Block is the paid preparer
2-A phone number is required for all prepared tax returns
3- Signature date will be date completed
4-Software does not support Invalid Routing Transaction Numbers
5-Software does not support issuer SSNs for 1099 or W-2 on GA Income Statement
6-Software does not allow some special characters in names or addresses 

  501 101-122 and 124-146

 

  501X 101-122 and 124-146  
  600 101-122 and 124-146 Form 600UET
Form IT-CCC100
IT-Addback
IT-REIT
Amended returns not supported for efile
  600S 101-122 and 124-146 Form IT-552
Form 600(S)UET
Form IT-CCC100
IT-Addback
IT-REIT
Amended returns not supported for efile
  700 101-122 and 124-146 ACH Debit Refunds
Form IT-CCC100
IT-Addback
IT-REIT
Amendments not supported for efile 
Does not support second address line
H&R Block Online 500EZ Does Not Apply 1-Software only allows for self prepared returns
2-Does not support Third Party Designees
3 Determines which FD base form to use dependent upon the data in the scenario
4-Does not support hyphens in names &/or addresses
5-Does not support deposits or debits to/from a foreign bank
6- Does not support direct debit for future estimated tax payments
7- Requires a phone number for all prepared tax returns
and requires an email address for all prepared tax returns
8-Does not support the GA Special Programs Code
9-Does not support signature date for future date
10-Does not support issuer SSNs for 1099 or W-2s
  500 101-122 and 124-146 Preparer’s Information and Authorization                    Software only allows for self prepared returns
Does not support Third Party Designees                    Does not support hyphens in names &/or addresses
Does not support deposits or debits to/from a foreign bank
Does not support direct debit for future estimated tax payments
Software requires a phone number for all prepared tax returns
Requires an email address for all prepared tax returns
Software does not support the GA Special Programs Code
Does not support signature date for future date
Does not support issuer SSNs for 1099 or W-2s   
  500X 101-122 and 124-146

1- Preparer's Information and Authorization
2 - Software does not support SSNs for 1099 or W-2s, format will be FEIN
3 - Software does not support relationship type of sibling
4-Software does not support NOL

H&R Block Software 500  101-122 and 124-146

1-Only self-prepared returns are allowed
2-E-filing not allowed when withholding is reported on form F1099Misc
3-Name of the financial institution is not included on returns with direct deposit
4-A phone number is required for all returns
5-Software does not support deceased returns
6-Does not support “in care of” addresses
7-Does not support direct deposit of refund to multiple accounts
8-Does not support estimated tax withdrawals
9-Does not support foreign bank transactions
10-Does not support state extensions
11-Does not support reciprocity returns
12-Does not support debit card for refunds
13-Does not support deceased spouse for e-file            
14-Does not support 2nd address line except for apt # 
15-Only supports one instance of G2-A withholding on the income statement 
16-Does not support non- standard W2 with a social security number instead of a Federal ID number 
17-Only allows lump sum treatment when distribution is from a qualified plan

 

H&R Block Historical Products Information