- Joined
- Aug 20, 2001
- Messages
- 2,068
I know the first mistake I made was going there, but save me the slack and read this story about my experience!
Wife and I go in to have taxes done, at our local branch in St. Augustine. I have used them for 8 years in S. Fla, with no problem. Meet with women they select to do our taxes and start going over the numbers. Lady is an older lady who could not type or enter data if her life depended on it, that should have been my first clue. So we get through entering all the info and get to the crunching #'s, and I had ask a few questions about the child tax credit and some Roth IRA's that we had drawn some money out of for a down payment on a house, and the women had to fan through a tax manual, another clue I ignored. So when we get to the IRA portion of the tax's the lady tells me I will have to pay a penalty on a portion of the money we withdrew and a portion will be added to my AGI! I told here I wanted a second opinion from someone else in the office, which I end up getting from the office manager, who knew nothing if not less then the original women helping me, but he states she is correct as he try's to randomly enter numbers into there program to find a better solution. At this point I am pissed off, beyond belief. I walk out before I explode. Come back in a tell the office manager I do not want to pay for this tax prepartion as I feel it is wrong and do not intend to use it! He tells me, your financial instutions coded the IRA distibutions wrong and they are at fault. Finally, I chuck my credit card at the guy and pay for the prep. but confirm if they are wrong I will get a refund.
Send all my info to a CPA of 35 years, and a family friend. Wala, taxes complete, I pay no penalty or additional income tax on money my wife already paid taxes on and only withdrew the original principle she put in to the Roth IRA. On top of that, the refund jumped $1400, all coralated to the IRA being properly addressed!
So I go back into HR block for my "mediation" about getting a refund. In one word, it was a JOKE. I show the same office manager how the mistake was made and the ending result(my larger refund). He answer is, "I agree it appears we made a mistake and I will submit info to the branch manager, so he can consider giving you a refund." He went on to say he did not have the authority to refund my money on the spot, and was not even interested in seeing where they went wrong!! I was told I should see a check in 6-8 weeks! Thankfully I put it on a credit card, knowing I could dispute it and have the charges put on hold, which I did.
Wife and I go in to have taxes done, at our local branch in St. Augustine. I have used them for 8 years in S. Fla, with no problem. Meet with women they select to do our taxes and start going over the numbers. Lady is an older lady who could not type or enter data if her life depended on it, that should have been my first clue. So we get through entering all the info and get to the crunching #'s, and I had ask a few questions about the child tax credit and some Roth IRA's that we had drawn some money out of for a down payment on a house, and the women had to fan through a tax manual, another clue I ignored. So when we get to the IRA portion of the tax's the lady tells me I will have to pay a penalty on a portion of the money we withdrew and a portion will be added to my AGI! I told here I wanted a second opinion from someone else in the office, which I end up getting from the office manager, who knew nothing if not less then the original women helping me, but he states she is correct as he try's to randomly enter numbers into there program to find a better solution. At this point I am pissed off, beyond belief. I walk out before I explode. Come back in a tell the office manager I do not want to pay for this tax prepartion as I feel it is wrong and do not intend to use it! He tells me, your financial instutions coded the IRA distibutions wrong and they are at fault. Finally, I chuck my credit card at the guy and pay for the prep. but confirm if they are wrong I will get a refund.
Send all my info to a CPA of 35 years, and a family friend. Wala, taxes complete, I pay no penalty or additional income tax on money my wife already paid taxes on and only withdrew the original principle she put in to the Roth IRA. On top of that, the refund jumped $1400, all coralated to the IRA being properly addressed!
So I go back into HR block for my "mediation" about getting a refund. In one word, it was a JOKE. I show the same office manager how the mistake was made and the ending result(my larger refund). He answer is, "I agree it appears we made a mistake and I will submit info to the branch manager, so he can consider giving you a refund." He went on to say he did not have the authority to refund my money on the spot, and was not even interested in seeing where they went wrong!! I was told I should see a check in 6-8 weeks! Thankfully I put it on a credit card, knowing I could dispute it and have the charges put on hold, which I did.
