Class Action Lawsuit
On March 19, 2013 a class action suit was filed against H&R Block. The lawsuit alleges that H&R Block erroneously and negligently filled out and transmitted IRS Form 8863, which is used to claim educational tax credits (the American Opportunity Credit and the Lifetime Learning Credit), leaving a mandatory field blank. Prior to the current tax season, the eligibility line of Form 8863 could be left blank and still indicate to the IRS that the taxpayer qualified for the student tax credit. Starting with the 2012 tax year, the IRS began to require that certain information be entered in the eligibility lines to indicate qualification. However, Form 8863 in H&R Block’s tax software continued to permit the line to be left blank. This has resulted in delays of tax refunds of 4 to 6 weeks beyond the time when they otherwise would have been paid. It is estimated that this error affects as many as 600,000 tax refunds.
Am I eligible to receive benefits from this class action lawsuit?
If you or someone you know used H&R Block to file a tax return, call KPLF today for a free, no obligation review of your case.