What Happens to Your H&R Block Account When You Die
Quick Facts
Data at risk
Prior-year returns
In-office option
Visit local office
Final return
May need filing
Step-by-Step Guide
Log in to H&R Block Online
Go to hrblock.com and sign in with the decedent\'s account credentials.
Download all tax returns
Navigate to the tax return history section and download PDFs of each year\'s return, including all schedules.
Contact local office if needed
If returns were filed in person at an H&R Block office, bring a death certificate and letters testamentary to request copies.
Cancel any active services
Check for Tax Pro Go, Peace of Mind, or other paid services and cancel to stop recurring charges.
Document Now Checklist
- Download all prior-year tax returns as PDFs
- Note the account email and credentials location
- Note which H&R Block office was used (if in-person)
- List any active paid services or subscriptions
Save this to your vault
When you document your accounts in Passed Plan, your family gets a personalized action plan — with only the guides that apply to them, in the right order, with your notes attached.
Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with H&R Block. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
Protect your H&R Block account — and all your others
Document your digital life in a zero-knowledge encrypted vault. 1,800+ platform guides. Dead Man's Switch. Everything your family needs.
Start your free trial →This is 1 of 1,800+ guides in Passed Plan. When you document your accounts, your family gets a personalized Family Action Guide with only the steps that apply to them — in the right order, with your notes.
Browse all 1,800+ guides →