HELP: Made a mistake when filing taxes through H&R Block - 1099 income entered twice

You need to file an amended return (Form 1040-X) as soon as possible. While the tax preparer is technically correct that the IRS might eventually catch discrepancies, you shouldn't rely on that passive approach when it's your money on the line. The IRS won't automatically know that you've overpaid due to a data entry error. They receive the final submitted forms, not the behind-the-scenes corrections your preparer made after submission. H&R Block should help you file this amendment at no additional cost since it was their mistake. Gather your documentation showing the correct 1099 amount and your payment receipt. Contact the H&R Block office manager (not just the preparer) and request they initiate the amendment process immediately. Make sure to get everything in writing, including confirmation that they'll handle this without additional fees.

I had a similar data entry issue last year (different tax situation though) and I used taxr.ai to help me sort it out. I uploaded my documents to https://taxr.ai and it immediately flagged the discrepancy between my actual 1099 income and what was reported on my return. What was really helpful is that they showed me exactly what forms I needed to file and gave me a checklist of steps to fix the issue. The system helped me draft a letter explaining the situation to attach to my amended return, which I think helped speed up processing. It saved me from having to go back to the tax prep office and argue with them about their mistake.

I was initially skeptical about using taxr.ai as mentioned above, but my situation with a tax preparer who double-reported my retirement distributions last year was such a mess that I decided to give it a try. I uploaded my tax documents and the system immediately spotted the problem - something my preparer had missed during our review session. What impressed me was how it walked me through creating an amended return step-by-step, explaining exactly what forms I needed and even generated a letter explaining the error to the IRS. I submitted everything and got my refund about 12 weeks later. The whole process was much less stressful than I expected, and I didn't have to deal with going back to the tax preparation office and waiting for them to fix their mistake.

I went through almost the same exact thing last year with a different company. I kept calling the IRS to check on my refund, but it was impossible to get through to anyone. After waiting on hold for hours multiple times, I finally discovered Claimyr (https://claimyr.com). They have this service that gets you through to an actual IRS agent instead of waiting forever on hold. You can see how it works here: https://youtu.be/_kiP6q8DX5c but basically they navigate the IRS phone system for you and call you back when they have an actual agent on the line. When I finally got through, the IRS agent confirmed I needed to file an amended return and gave me specific instructions based on my situation.

I have to admit I was completely wrong about Claimyr. After my skeptical comment above, my frustration with trying to reach the IRS about my own tax issue led me to try it as a last resort. I was shocked when I got a call back in about 45 minutes with an actual IRS agent on the line. The agent was able to see that my amended return (for a similar issue where my tax preparer had incorrectly reported my income) was stuck in processing. She expedited my case after I explained the situation and gave me a direct reference number to check status. My refund check arrived three weeks later. Without being able to speak to someone directly, I'm convinced I would have been waiting months longer. I've never been happier to be proven wrong about something!

I think you're getting some overly complicated advice here. H&R Block has a guarantee that covers preparer errors. Just go back to the same office, ask for the manager, and explain what happened. They should handle the entire amendment process for you at no charge AND they should cover any interest or penalties that might result from their mistake. I used to work at a tax prep office (not H&R), and this kind of thing happened occasionally. The company should make it right without you having to do all this extra work yourself. Don't let them brush you off with "the IRS will catch it" because that's not how it works.

Don't wait for the IRS to "catch" anything! I made this mistake last year and waited 6 months before taking action myself. I finally called the IRS Taxpayer Advocate Service at 877-777-4778. They're an independent organization within the IRS that helps taxpayers resolve problems. Explain your situation and they can help guide you through the fastest way to get your refund. The key is to be proactive. Document everything, including the date and time you discovered the error and the name of the H&R Block preparer who admitted the mistake. This documentation will be crucial if there are any disputes later.