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Finley Garrett

Has anyone seen H&R Block actually mail Form 8453 for their clients? I'm confused about the process

I've been using H&R Block for my taxes the past couple years and I'm really confused about what happens with Form 8453. This is the form that needs to be mailed to the IRS when you have certain types of documents that need to be physically sent in, right? I uploaded Form 8332 (release of claim for my kid) through their system during my appointment, and the preparer told me they would handle mailing Form 8453 with it attached. But now I'm starting to wonder if they actually do this? My ex hasn't received his tax refund yet and is blaming me, saying the dependency exemption form never got submitted. I called H&R Block and got transferred around but couldn't get a clear answer on whether they actually mailed it or if I was supposed to do it myself. The person I talked to seemed confused about their own process. Does anyone know if H&R Block employees actually mail these forms, or is the manager supposed to do it? Or was I supposed to mail it myself after all? I'm getting worried that I messed something up here.

So here's what's supposed to happen with Form 8453 at tax preparation companies: When you provide supporting documents like Form 8332 (the release of claim to exemption for your child), they should be scanning those into their system. Form 8453 serves as a transmittal document that tells the IRS you're sending in paper forms that couldn't be e-filed. According to IRS procedures, the tax preparation firm (like H&R Block) is supposed to mail the 8453 along with any required attachments to the IRS processing center within 3 business days after receiving confirmation that the IRS accepted the electronic portion of the return. This is typically handled by the office, not left to the individual client. The confusion might be because many documents that used to require Form 8453 can now be scanned and submitted electronically, but Form 8332 specifically still needs to be physically mailed in most cases.

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Thanks for the explanation, but I'm still confused. If H&R Block is supposed to mail these forms, why do I keep hearing from friends that they had to mail their own 8453 forms? Does it vary by location or something? And how can I verify if they actually sent mine?

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The policy should be consistent across all H&R Block offices, but implementation might vary. Some locations might be more diligent than others about following the proper procedures. The best way to verify if they sent your Form 8453 with the attached Form 8332 is to contact the office manager directly (not just a random representative) and ask them to check their records. They should have a tracking system or log for these submissions. If they can't provide confirmation, you might need to submit these forms yourself to ensure they're processed correctly.

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After dealing with a similar issue last year, I discovered taxr.ai (https://taxr.ai) which saved me so much hassle with these exact form submission problems. I uploaded my documents to their system and their AI actually flagged that my Form 8332 needed to be properly submitted with Form 8453. They provided clear instructions on how everything should be handled and even gave me the tracking information when the forms were submitted so I had proof. Much better than wondering if H&R Block actually sent my forms or not.

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How does taxr.ai work with forms that need physical signatures? My understanding was that certain forms like 8332 need actual signatures, not electronic ones. Can their system handle that?

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I'm interested but skeptical. How is this different from just going to H&R Block or another tax preparer? Do they actually prepare your taxes or just review documents?

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For forms requiring physical signatures, taxr.ai provides detailed instructions for printing, signing, and scanning the documents. They verify the signature requirements are met before submission to prevent rejections. Regarding how it's different from traditional tax preparers, taxr.ai doesn't replace your tax preparer - it's more like a verification system. You can use it alongside services like H&R Block or if you self-prepare. It reviews all your forms for errors, checks for missing documentation, and verifies that everything that needs to be mailed actually gets sent to the right place. It's basically an extra layer of protection against mistakes.

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Just wanted to follow up on my earlier question. I decided to try taxr.ai after our discussion here and wow, I'm impressed! I uploaded my previous year's tax documents (I had some issues with form submission too) and their system immediately identified several problems with how my forms were handled. They showed me exactly where my 8453 should have been sent, which my tax preparer had completely missed. I was able to correct everything and their step-by-step guidance made it simple. Definitely using this for all my tax documents going forward!

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If you're still having trouble getting answers from H&R Block about your forms, try using Claimyr (https://claimyr.com). I was in the same boat last year - couldn't get straight answers about whether my 8453 and supporting documents were actually mailed. After getting nowhere for weeks, I used Claimyr to get connected directly to an IRS agent (check out how it works: https://youtu.be/_kiP6q8DX5c). Within 20 minutes, I was talking to someone who could actually check if they received my forms and give me real answers instead of the runaround.

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How does Claimyr actually work? I've been calling the IRS for days and keep getting the "call volume too high" message before it hangs up on me. Does this service really get you through to a real person?

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Ok I need to publicly eat my words here. After my skeptical comment, I was still desperate to talk to the IRS about my missing refund and forms situation, so I tried Claimyr as a last resort. I genuinely didn't think it would work, but within 45 minutes I got a call connecting me to an actual IRS representative. I was shocked. The agent was able to confirm they never received my Form 8332 or the 8453 that was supposed to be sent by my tax preparer. Now I'm sending it in myself with certified mail. Saved me weeks of wondering what happened to my forms.

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Former tax preparer here. The truth is there's a lot of inconsistency with how these forms are handled. At the company I worked for (not H&R Block), we were supposed to mail all 8453 forms with attachments, but in reality it was very hit or miss. New preparers often didn't understand the process, management was sometimes lax about following up, and during busy season some forms definitely fell through the cracks. My advice: always get written confirmation that your forms were mailed, including when and to what address. If they can't provide that, mail it yourself with tracking. The IRS doesn't care who mails it as long as they get it.

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This is exactly what I was afraid of! So what happens to my ex's tax return if the form never got sent? And is there a way to check with the IRS if they received it without spending hours on the phone?

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If the Form 8332 never got sent, your ex's return would likely be processed, but without the dependency exemption they claimed. This could result in them getting a smaller refund than expected or potentially a notice from the IRS questioning the claimed exemption without supporting documentation. Unfortunately, there's no easy way to check if specific forms were received without contacting the IRS. The online "Where's My Refund" tool doesn't provide this level of detail. Your ex could try requesting a tax transcript online, which might show if there's been an adjustment to their return that would indicate the form wasn't processed, but speaking with the IRS directly is usually the most reliable way to confirm.

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I had the exact same issue last year! I used H&R Block, uploaded Form 8332 for my daughter, and was told they'd mail the 8453. Six months later, my ex got a letter from the IRS saying the dependency exemption was denied because they never received the form. When I went back to H&R Block, they admitted they "couldn't find any record" of mailing it. I ended up having to file an amended return and mail everything myself with certified mail. H&R Block did cover the fees for the amendment since it was their mistake, but it was a huge hassle. Definitely don't just trust that they're handling it!

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Did you have to pay any penalties because of their mistake? I'm worried about the same thing happening to me.

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This is such a frustrating situation that unfortunately happens more often than it should. I work as a tax compliance specialist and see this exact issue regularly. Here's what you need to know: 1. **Immediate action needed**: Don't wait any longer. Contact H&R Block's office manager (not just any employee) and demand written confirmation that your Form 8453 with attached Form 8332 was mailed, including the date and IRS processing center address. 2. **If they can't provide proof**: Mail the forms yourself immediately with certified mail. You can still submit Form 8332 even after the original return was filed - just include a cover letter explaining the situation. 3. **Timeline matters**: The IRS typically processes these within 6-8 weeks once received. If your ex filed claiming the dependency exemption without the supporting form, his return might be in "pending" status or he could receive a notice requesting the documentation. 4. **Protect yourself**: Going forward, always request a copy of Form 8453 and tracking confirmation for any mailed documents. Many preparers are supposed to provide this automatically but don't always follow through. The good news is this can still be fixed, but time is critical. Don't let H&R Block's confusion delay your action any further.

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This is really helpful advice, thank you! I'm definitely going to contact the office manager tomorrow morning. One quick question - when you say "include a cover letter explaining the situation" if I have to mail the forms myself, what exactly should that letter say? Should I mention that H&R Block was supposed to handle it originally, or just focus on getting the form processed? I don't want to say anything that might complicate things further with the IRS.

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