HRBlock online prep: various tips

  • to print your half-finished tax return: PreviousTaxes
  • Always pay attention to the change to FederalRefund amount
  • to skip the wife details, I chose head of household in Mar 2021
  • I chose the same Ohio address, so Jay.Hu can receive letters for me
  • My registered mobile is 610-751-6995  (SY.Chang) as of 2023

— bank account to receive direct deposit :

  • to find citibank account number:  You must download statement. BofA is easier.
  • routing number: Use PaperAndElectronic. Need leading zero
  • HRBlock would ask you to re-enter routing + acct numbers [similar to password re-entry].

— lots of documents needed by HRblock to complete the return. (It’s inconceivable that I could walk to a tax prep office to get the job done within a few hours.)

  • routing + acct num — https://tanbinvest.dreamhosters.com/12554/citibank-ny-account/
  • driver’s license, useful even if expired
  • income forms from payers
  • previous year’s return
  • address in credit card
  • address in tax forms

— contact HRBlock .. I think there’s no email support.