Another option if you're concerned - just call H&R Block's customer service number directly from their main website (the hrblock.com one) and ask them to verify if gethrblock.com is legitimate. That's what I did when I was in the same situation last year. They confirmed it's their official download portal for retail software purchases.

I download H&R Block every year and yes gethrblock is legit. They use different websites for different things. Kind of confusing but totally safe.

Has anyone used the IRS's online reporting system to report a company for not sending 1099s? I thought there was a way to report businesses that don't comply with tax document requirements.

I went through this exact situation two years ago with a small contractor who just vanished when tax time came around. Here's what I learned: You absolutely do NOT need to create your own 1099-NEC form - that's the payer's responsibility, not yours. What you DO need to do is report the income accurately on your tax return. Report the $11,450 on Schedule C as self-employment income, and don't forget you'll also need to file Schedule SE for the self-employment tax portion (Social Security and Medicare taxes). The IRS cares about accurate income reporting, not whether you physically have the form. Keep detailed records of everything - your bank deposits, invoices, any communication attempts with the company. If they eventually file a 1099-NEC with the IRS showing a different amount than what you reported, having this documentation will protect you. Also consider sending them one final certified letter requesting the form - this creates a paper trail showing you made a good faith effort to obtain it. Don't let their irresponsibility delay your filing. You have all the information you need to file accurately.

I went through this exact same situation two years ago with my first child! The IRS doesn't require you to submit birth certificates or other documentation upfront when you claim a new dependent. They have automated systems that verify the basic information (name, SSN, date of birth) against Social Security records. However, I'd definitely recommend keeping all your documentation organized - birth certificate, hospital records, pediatrician records showing your address, etc. While most returns go through without any issues, sometimes they do select returns for verification, especially when it's a first-time dependent claim. One thing that really helped me was making sure I entered her Social Security Number exactly as it appears on her SS card - no extra spaces or dashes that might cause a mismatch. Also double-check that no one else (like grandparents or an ex) might accidentally try to claim her as well, since that would definitely flag both returns. You should be totally fine though! The vast majority of people never get asked for additional verification. Just keep those documents handy for the next few years in case you ever need them.

I had a similar experience with my first child! The IRS typically doesn't require upfront documentation when you claim a new dependent - they rely on automated cross-referencing with Social Security Administration records to verify the basic information you provide. That said, I'd strongly recommend keeping all relevant documents well-organized and easily accessible. This includes your daughter's birth certificate, hospital records, medical records showing you as the parent, and any documentation proving she lived with you throughout the year. While most returns process without issues, the IRS does sometimes select returns for verification - particularly first-time dependent claims. If this happens, you'll receive a letter requesting specific documentation, and having everything ready will make the process much smoother. The most critical thing is ensuring all the information you entered (full name, SSN, date of birth) matches exactly what's in the Social Security Administration's records. Double-check that the SSN is entered precisely as it appears on her Social Security card. You should be fine! The majority of taxpayers never face additional verification requests, but it's always good to be prepared just in case.

As someone who's been through this exact scenario, I can tell you that handling multiple trust returns plus personal taxes is definitely doable but requires the right approach. I manage two family trusts (one with investments, one with retirement accounts) plus my own return. From my experience, the key is making sure your software can properly handle the trust accounting rules - specifically the distinction between distributable net income (DNI) and how different types of income flow through to the K-1s. This is where a lot of consumer software falls short. I'd echo what others have said about considering the professional-grade options, but also want to mention that you'll need to be very careful about the timing of distributions if you have any control over that. The tax implications can vary significantly depending on whether distributions happen before or after year-end, especially with the investment trust. One practical tip: whatever software you choose, make sure it can handle the Schedule K-1 reconciliation properly. I learned this the hard way when my first year's returns didn't properly tie out between the trust returns and my personal return, which triggered an IRS notice. Also, since you're on Mac, I've found that running Windows software through VMware Fusion works better than Parallels for tax software - seems to handle the printing and PDF generation more reliably, which you'll need for filing and record keeping.

I've been dealing with a similar situation for the past few years - trustee for multiple family trusts plus my personal return. One thing I'd add to all the great advice here is to really pay attention to the state filing requirements, especially if your trusts generate income in different states than where you live. I learned this lesson the hard way when I focused so much on getting the federal returns right that I missed some state-specific trust filing requirements. Some states have lower filing thresholds for trusts than for individuals, and the penalties can be steep if you miss deadlines. Also, since you mentioned the inherited IRA distributions - make sure whatever software you choose correctly handles the different tax treatment of pre-tax vs. Roth inherited assets if your trust contains both types. The life expectancy calculations are the same, but the tax implications flow through very differently on the K-1s. One more practical tip: start early in the tax season. Trust returns (Form 1041) are due March 15th, which is a month before individual returns, but you'll need those completed to generate the K-1s for your personal return. The compressed timeline can be stressful if you're learning new software while dealing with complex tax situations. Whatever route you go, document everything thoroughly. Trust taxation has a lot of nuances, and having good records of your decisions and calculations will save you time in future years and help if you ever face questions from tax authorities.

My wife and I went through this exact situation! In case it helps, we found the best solution was for both of us to check the "Married but withhold at higher Single rate" box (if using the old W-4) or checking box 2(c) on the new form. We make almost identical incomes, so this worked perfectly. If your incomes are very different though, you might want to use the IRS withholding calculator or the Multiple Jobs Worksheet (Step 2(b) on the W-4) for more precise withholding.

I went through this exact same situation when I got married! The key thing to understand is that when you select "married filing jointly" without any other adjustments, the tax tables assume you're the only income earner in the household, which dramatically reduces withholding. Here's what worked for me and my spouse (we have similar incomes): 1. **Use the IRS Tax Withholding Estimator** - It's free and way more accurate than guessing. You'll need both of your most recent pay stubs and last year's tax return. 2. **Only ONE of you should check box 2(c)** - If both spouses check this box, you'll likely overwithhold significantly. 3. **Consider using Step 4(c) for additional withholding** - Based on the estimator results, you might want to have an extra $50-100 withheld per paycheck to catch up on the underwithholding from earlier in the year. Since you mentioned you're only having $35 withheld on $1,300 biweekly pay, that's definitely too low for most tax situations. The estimator will give you specific guidance based on both your incomes combined. Don't wait until next year to fix this - you can submit a new W-4 anytime!