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H&R Block 2016 Deluxe $9.95 (+State $15, Premium $25, Business $40; choice of free e-file or $ off)[ISO from Mailer]

+529 Deal Score
194,095 Views
The free state e-file has appeared.
Look at the Wiki and make sure to rep make sure to rep ugo1st. Does not stack with the $5 off back out offer. Only first state e-file is free, additional states e-files are extra. You will have to provide your own copy or download the one below and replace with ugo1st's application.xml. Instructions on replacing the application.xml are in the wiki.

To clarify: You CAN NOT get both the free e-file and the $5 off (e.g., if you paid $10 for Deluxe + State, then you didn't get the free e-file)
Product
Original
With $5 off (backout)
With (1) Free State e-file**
Deluxe
$34.95 $9.95
$4.95
-
N/A
Deluxe + State*
$44.95 $14.95
$9.95
or
$14.95
Premium + State*
$64.95 $24.95
$14.95***
or
$24.95
Premium & Business*
$79.95 $39.95
$34.95
or
$39.95
 
Use included xml
Use ugo1st's xml

* First State Program is included free, additional state programs are $39.95
** First State e-file is included free, additional state e-files are $19.95 (Must replace application.xml to receive (1) free state e-file)
*** Follow instructions for Deluxe + State and after submitting billing details, the program will prompt you to upgrade to premium and business for $5 more

$5 off Backout Offer (Does not include (1) free state e-file)
Select deluxe + state or higher and add it to your cart. Fill in all information except credit card and try to close the program. It will stop and offer you $5 off, but only if you "buy now".
Returning to the cart will apply a discount to the product in the cart, you can then change the product in the cart to any edition you prefer with the new pricing.

Each includes 5 free federal e-files and the first state program (except for the $9.95 deluxe). Additional state program downloads are $39.95. State e-files are $19.95 a piece (however, some states I believe are free, like NY?)

How this worked last year reference: 2015 thread was downloading the .ISO and either burning it or running it from a disk emulator.

Install Process:
If any of the mirror links are expired, use the MegaUpload links as they will not expire. Don't report the entire deal as expired just because a link doesn't work
  1. Download - The approx 510 megabyte HR Block 2016 ISO may take some time to download.
    HRBlock2016.iso: mega [mega.nz] / upload.io [ufile.io]
  2. Mount or Uncompress ISO - The downloaded file is an ISO - a cd consolidated into a single file. Windows 8 and 10 will natively mount an ISO as a CD drive, just double click the downloaded ISO and it shows as a drive letter. If you don't have windows 8 or 10 you need to extract the ISO to a folder on your system. Download and install a program like 7-zip to extract all of the contents of the ISO to a folder on your computer. Alternatively, you can use free software like Virtual Clone Drive (from elby.ch) to mount the ISO
  3. Run the installer - From the mounted or extracted ISO run tcauto.exe or tccheck.exe
  4. Checkout - Press choose software. Add your version to the cart. Checkout.

HR Block sent me a CD, can I use that?
Yes, follow the instruction in the wiki and use one of the application.xml files to replace your existing application.xml. Once this is done, then run tcauto.exe from the extracted folder.
If any of the mirror links are expired, use the MegaUpload links as they will not expire. Don't report the entire deal as expired just because a link doesn't work
application.xml: mega [mega.nz] / upload.io [ufile.io]

Notes:
  • Tax is additional
  • Price subject to change after 2/10/17
  • HRBlock2016.iso checksum (md5: 4e13ce8ee85116696dc5468a19d0202e )

Code:
            MD5                                 SHA-1
-------------------------------------------------------------------------
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Joined Mar 2010 L2: Beginner
462 Reputation Points
4 Deals Posted
16 Votes Submitted
73 Comments Posted

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Last Edited by alchemista March 1, 2017 at 01:40 PM
Free online tax filing from H&R Block if your adjusted gross income was $64,000 or less. Check this IRS website [irs.gov] beginning January 13, 2017 for your options.

Quote from Skeven
:
The Mega links were still live but I have updated the upload.io links -- they're only valid for 30 days.
If any of the mirror links are expired, use the MegaUpload links as they will not expire. Don't report the entire deal as expired just because a link doesn't work
HRBlock2016.iso: mega [mega.nz] / upload.io [ufile.io]
application.xml: mega [mega.nz] / upload.io [ufile.io]
ugo1st's xml: mega [mega.nz] / upload.io [ufile.io]
This method & version does NOT give the Amazon 10% refund bonus offer. Confirmed by multiple users.

This works with the $10 off $30 Amex offer! $30+tax for Premium & Business with free state e-File! post #174.
Free State e-file (for first state) is in NO LONGER WORKING - post #66. Working at post #467
Mac User instructions: post #273.
Make sure to rep ugo1st for submitting his application.xml. Instructions on replacing the application.xml are below. See proof in attachments

For previous instructions on getting multiple states to work:
https://slickdeals.net/forums/showpost.php?p=74485757&postcount=281

Getting Premium + State for $14.95:
Quote from EricR6908
:
It's possible to get Premium + State for $14.95. Follow the steps in the original deal post with Deluxe + State, then click Purchase. You'll get a pop-up asking if you want to upgrade to Premium + State for an additional upgrade discount. Do that and with the extra $5 upgrade discount it works out to $14.95.
Quote from cmpterman2
:
Here is a way to get premium+state for $14.95
Open the program
Immediately hit the X in the corner to get offered $5 off
Select Deluxe+State for 9.95
Fill in all of your information / credit card offer and click to continue / purchase (don't worry, there will be another screen to confirm)
You should receive a popup offering to upgrade to premium for $5 more ($14.95)
Using your own HR Block 2016 CD:
Quote from gettingpoorer
:
I was mailed an H&R Block CD in the mail, but the offer was crappy (Deluxe $24.95, Deluxe + State $34.95, Premium + State $54.95, Premium & Business $69.95).

What I did:
1. Inserted the CD (make sure CD autorun is not on).
2. Open File Explorer to look at the files on the CD.
3. If you only see one file on the CD, click on View tab of File Explorer and make sure "Hidden Items" is checked. Then you should see multiple files and folders.
4. Select all files and folders on the CD and copy them to a temporary folder on your desktop (for sake of example, will use TC2016).
5. Download the application.xml file outlined in the OP.
6. Go to the TC2016\xml folder and replace the application.xml file with the one you downloaded.

Remaining steps are as outlined in the posts above.
Restoring the $5 off offer:
Quote from suresh31
:
The $5 coupon is only offered one time, the first time. If you missed it, you can restore the offer by running regedit and browsing to HKEY_CURRENT_USER\Software
Look for GoDirect and delete that entry.
Confirm State e-file included: (note you can't get both $5 off and free state e-file at the same time)
Carefully read the purchase confirmation email, it mentions, "Preparation and e-filing of one state return is included with your software. To buy and prepare additional state returns, choose the State tab." See the attachment if you are lazy to read.

Receiving your own CD
For those who do not want to download the ISO, you can try signing up at H&R Block's website [hrblock.com]. It's not guaranteed you'll get one (since they already shipped out) but at least there is a chance. If not, at least you'll be joining us for 2017's deal hunt. Please reply to this thread if you request a CD and receive it.

File level checksums:
Quote from estoyloco
:
Just for verification, I was the OP that started the original H&R CD thread back in 2013.

These are hashes of my CD (Deluxe $24.95, Deluxe+State $34.95, Premium+State $54.95, Premium & Business $69.95) using Microsoft File Checksum Integrity Verifier.
Keep in mind some checksums may differ between mine and the OP's, however theoretically, the only one that should be different is the XML file.
A true comparison would be if someone who received the same CD as the OP posts their ISO checksum (which may vary depending on how the ISO is created) or better yet file level checksums.

https://www.microsoft.com/en-us/d...x?id=11533
Use command "fciv <H&R CD/dir> -r -both".

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DON"T LET BLOCK UPSELL YOU ON A VERSION YOU DON'T NEED

The Comparison Chart is deceptive and will try to upsell you a more expensive version then is needed.

See my explanation from another thread here.

Quote from xpeng
:
I'm not sure what you are talking about. Based on the comparison chart, the following is only available for Premium,
"Schedule E guidance for rental property income and expenses."For yyou and others
He's right. For you and other that may just think they need Premium please take the comparison chart with a grain of salt or even ignore it. It's designed to up-sell you and almost verges on outright deception. The up-sell in your case is that you get "guidance" in Premium. Deluxe does Schedule E, you do not need Premium, you just get some mostly useless "guidance".

BTW I have a very complicated tax situation, self employed plus wages, SEP and IRA accounts, investments & capital gains etc. The chart tries to guide me to Premium by just being self employed and having business income. It's a lie, Deluxe fits my situation and the higher cost version is not needed or wanted. Bottom line if you have self employment income or are a small business owner most likely Deluxe is fine, no need for Premium, the chart is deceptive. Deluxe even handles Partnerships and S-corp income.

Here is the list of supported forms in Deluxe and you will see your needed Schedule E and also my Schedule C and most forms that will cover even very complicated tax returns.
.
Quote :
DELUXE Common IRS forms and schedules:
Form 1040 Individual Income Tax Return
Form W-2 Wage and Tax Statement
Form 1098 Mortgage Interest Statement
Form 1098-E Student Loan Interest
Form 1098-T Tuition Payment
Form 1099-B Proceeds from Broker Transactions
Form 1099-DIV Dividends and Distributions Income
Form 1099-G Certain Government Payments
Form 1099-INT Interest Income
Form 1099-MISC Miscellaneous Income
Form 1099-R Distributions from Pensions, Annuities, Retirement, or Profit Sharing
Form 2441 Child and Dependent Care Credit
Form 8863 Education Credits
Form 8917 Tuition and Fees Deduction
Schedule A Itemized Deductions
Schedule B Interest and Dividends
Schedule C Profit or Loss from Business
Schedule C-EZ Net Profit from Business
Schedule D Capital Gains and Losses
Schedule E Rents, Royalties, Partnerships, Etc.
Schedule EIC Earned Income Credit
Schedule SE Self-Employment Tax
Schedule 8812 Additional Child Tax Credit
Other IRS forms and schedules:
Schedule F Profit or Loss from Farming
Schedule H Household Employment Taxes
Schedule J Farmer's and Fisherman's Income Averaging
Schedule K-1 Estates and Trusts Income
Schedule K-1 Partnerships and S Corporations Income
Schedule R Credit for the Elderly or the Disabled
Form SS-4 Application for Employer Identification Number
Form W-2G Gambling Winnings
Form W-4 Employee's Withholding Allowance Certificate
Form W-10 Dependent Care Provider
Form 982 Reduction of Tax Attributes Due to Discharge of Indebtedness
Form 1040-ES Estimated Tax
Form 1040-V Payment Voucher
Form 1040X Amended Return
Form 1095-A Health Insurance Marketplace Statement
Form 1098-C Vehicle Donation
Form 1099-K Third-Party Payments
Form 1099-OID Original Issue Discount
Form 1099-RRB Railroad Retirement
Form 1099-S Proceeds from Real Estate Transactions
Form 1099-SA Distributions from HSA, Archer MSA or Medicare Advantage MSA
Form 1099-SSA Social Security Distributions
Form 1116 Foreign Tax Credit
Form 1310 Refund Due a Deceased Taxpayer
Form 2106 Employee Business Expenses
Form 2106-EZ Unreimbursed Employee Business Expenses
Form 2120 Multiple Support Declaration
Form 2210 Underpayment Penalty
Form 2210-AI Annualized Income
Form 2439 Undistributed Long-Term Capital Gains
Form 2555 Foreign Earned Income
Form 2555-EZ Foreign Earned Income Exclusion
Form 3468 Investment Credit
Form 3800 General Business Credit
Form 3903 Moving Expenses
Form 4137 Social Security Tax on Unreported Tips
Form 4562 Depreciation and Amortization
Form 4684 Casualties and Thefts
Form 4797 Sales of Business Property
Form 4835 Farm Rental Income and Expenses
Form 4868 Automatic Extension of Time to File
Form 4952 Investment Interest Expense
Form 4972 Tax on Lump-Sum Distributions
Form 5329 IRA and Retirement Plan Tax
Form 5405 Repayment of First-Time Homebuyer Credit
Form 5695 Residential Energy Credits
Form 6198 At-Risk Limitations
Form 6251 Alternative Minimum Tax
Form 6252 Installment Sale Income
Form 6781 Gains and Losses From Section 1256 Contracts and Straddles
Form 8283 Noncash Charitable Contributions
Form 8332 Release of Claim to Exemption
Form 8379 Injured Spouse
Form 8396 Mortgage Interest Credit
Form 8453 Electronic Filing
Form 8582 Passive Activity Loss Limitations
Form 8586 Low Housing Income Credit
Form 8606 Nondeductible IRAs
Form 8609-A Annual Statement for Low Income Housing Credit
Form 8615 Tax for Children With Unearned Income
Form 8801 Minimum Tax Credit - Individuals, Estates and Trusts
Form 8814 Parent's Election for Child's Income
Form 8815 Exclusion of Interest from Series EE and I Bonds
Form 8818 Optional Form To Record Redemption of Series EE and I U.S. Savings Bonds
Form 8822 Change of Address
Form 8822-B Change of Address - Business
Form 8824 Like-Kind Exchanges
Form 8829 Expenses for Business Use of Your Home
Form 8839 Qualified Adoption Expenses
Form 8853 Archer MSAs and Long-Term Care Insurance Contracts
Form 8859 District of Columbia First-time Homebuyer Credit
Form 8862 Information to Claim Earned Income Credit after Disallowance
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 8885 Health Coverage Tax Credit
Form 8888 Direct Deposit of Refund to More Than One Account
Form 8889 Health Savings Accounts (HSAs)
Form 8903 Domestic Production Activities Deduction
Form 8936 Qualified Plug-In Electric Drive Vehicle Credit
Form 8938 Statement of Specified Foreign Assets
Form 8949 Sales and Other Dispositions of Capital Assets
Form 8959 Additional Medicare Tax
Form 8960 Net Investment Income
Form 8962 Premium Tax Credit
Form 8965 Health Coverage Exemptions
Form 9465 Installment Agreement Request
This up sell on the comparison chart applies all versions People that think they may need Deluxe may be fine with Basic. Do not buy more than you need.

To find what forms are supported by what versions takes a little work but please ignore the chart and find out for yourself. From the comparison chart page here.
https://www.hrblock.com/tax-software/
Click on the version name on the chart. It will take you to that version and right under the price you will see a link for the supported forms. That link will drop you down the page and you will see two more links, one for supported federal forms and one for supported sate forms. If the forms you need are listed that version will do your taxes.

I see this come up in every deal for this software and see the same confusion every year about what version is needed. It's really kind of ugly on Block's end but it does seem to work for them as I see people fooled by the comparison chart again and again.



Hint on Installing Multiple states:
Learn More
Installing a State Program
Installing a state program is easy. Click the Buy State button and follow the instructions on the screen. We'll help you get the latest state program and install it on your computer.

Re-installing a State Program
If you need to reinstall your state program, do the following:

To reinstall a Windows State program:

From the Tools menu, select Re-install State Program.
Select the state program you wish to install.
Follow the instructions displayed by the setup program.
After the program installs your state program, you will be able to access the state program from this screen.
For additional assistance, use our Customer Support page.

To reinstall a Macintosh State program downloaded from within the program:

Navigate to the following folder: ~/Library/Application Support/HRBlock2016/Completed Updates where ~ indicates your home folder.
Double-click the .dmg file for the state that you want to reinstall.
Double-click the XX.TCstate16 file, where XX is the two-letter abbreviation for your state. For example: CA.TCstate16
Note: If you have deleted the ~/Library/Application Support/HRBlock2016/Completed Updates folder, you cannot reinstall your state program.
For additional assistance, use our Customer Support page.

To reinstall a Macintosh State program downloaded from the online store:
Navigate to the folder where you stored the downloaded file (*.dmg).
Note: If you downloaded a state from the online store, the .dmg file is not placed in the ~/Library/Application Support/Completed Updates folder.
Double-click the .dmg file for the state that you want to reinstall.
Double-click the XX.TCstate16 file, where XX is the two-letter abbreviation for your state. For example: CA.TCstate16
For additional assistance, use our Customer Support page.

753 Comments

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This comment has been rated as unhelpful by Slickdeals users
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#3
Thanks. And for reference, here is the SD thread from last year.
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#4
Waiting for the free state efile version and I am all in. Smilie
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#5
Quote from dvpatel
:
Waiting for the free state efile version and I am all in. Smilie
Me too! If not I guess this deal isn't too bad. Just have to mail it in ugh.
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#6
NY e-filing is definitely free, because it's required to submit electronically if you do your taxes electronically (though realistically I'm not sure how they'd check, or if they'd care, or what the penalties would be for submitting via snail mail). At least, this has been the case for the past few years. I suspect the same for this year.

Thanks OP. $10 for Deluxe + State is awesome.
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#7
I can't replicate the back out offer after it displayed the first time, but it popped up so it's definitely programmed into this version. Might have to clear temp files & etc... so use it or lose it.
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#8
Quote from Skeven
:
I can't replicate the back out offer after it displayed the first time, but it popped up so it's definitely programmed into this version. Might have to clear temp files & etc... so use it or lose it.
The $5 coupon is only offered one time, the first time. If you missed it, you can restore the offer by running regedit and browsing to HKEY_CURRENT_USER\Software
Look for GoDirect and delete that entry.
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#9
waiting for free federal e-file
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#10
Quote from Pi.314
:
waiting for free federal e-file
5 free federal e-files are included.
State, however, is not included in free e-file
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#11
Quote from Pi.314
:
waiting for free federal e-file
"Each includes 5 free federal e-files and the first state program"
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#12
Quote from dvpatel
:
Waiting for the free state efile version and I am all in. Smilie
Same here, it will come. But if the free creditkarma online software turns out to be decent might switch to that.
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#13
If Block sent you a CD, do you need to download that file still?
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#14
It's possible to get Premium + State for $14.95. Follow the steps in the original deal post with Deluxe + State, then click Purchase. You'll get a pop-up asking if you want to upgrade to Premium + State for an additional upgrade discount. Do that and with the extra $5 upgrade discount it works out to $14.95.

Screenshot attached.
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#15
Here is a way to get premium+state for $14.95

Open the program
Immediately hit the X in the corner to get offered $5 off
Select Deluxe+State for 9.95
Fill in all of your information / credit card offer and click to continue / purchase (don't worry, there will be another screen to confirm)
You should receive a popup offering to upgrade to premium for $5 more ($14.95)

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