I requested a refund from H&R Block for the cost of their software program on 3/30/15, because of the program’s inability to handle the self-employed health care deduction for taxpayers who are buying off the exchange. I had purchased and downloaded the software directly from H&R Block on 12/30/14.
I was initially told that my request needed to be handled by their “escalations” or 3rd tier refund department, and my request would be handled within 48-72 business hours. However, no refund — I called today to inquire and was told that that my request was still in the queue and the escalations/3rd tier refund had not yet responded; that no time frame could be promised; and that once the refund request was processed, it could take 4-6 weeks for the refund to be provided. I also had to wait on hold for about 2 hours for my call to be answered.
Fortunately, my credit card company is much, much nicer. I contacted them to register a dispute over the credit card charge. No hold time at all.
They promised gave me an immediate “temporary” credit to my account. They will give gave the merchant (H&R Block) three calendar days to respond to the dispute, and then issue issued a chargeback. They immediately credited my account with the full amount pending resolution of the dispute, and charged the amount back to H&R Block 5 days later.
So at this point,
it looks like I’ve got my money back, whether or not H&R Block agrees.
I’ve also e-filed all my taxes with TurboTax.
Update, May 2015: H&R Block did also send me a paper refund check for the cost of the software, which arrived in late April. As I had already received the value of the refund when my credit card issued the charge back, I did not deposit the H&R Block check. But basically, they did what they said they were going to do, but it took longer than I was willing to wait.