Tax preparer puts Albuquerque couple’s $8K in wrong account

H and R Block, H&R Block

*Update

ALBUQUERQUE (KRQE) – Terry Mullan just wants his tax refund.

The IRS sent Mullan the money, but someone else collected thousands of dollars of his cash.

“I couldn’t believe it. I just couldn’t believe it. It was ridiculous, ya know,” Mullan said.

The father of three filed his taxes jointly with his soon-to-be ex-wife in February. He paid H & R Block in Albuquerque $388 to do the filing. He also purchased a protection plan — if there’s an audit, H & R represents the client and pays for any errors the company made.

“You pay for a peace of mind,” Mullan said.

But he didn’t get protection from what happened next. H & R filed Mullan’s state and federal return electronically.

“They told me to expect it to take seven to 21 days. But because I filed early, it would probably be 10 days,” Mullan said.

Mullan said he received his $666 state check in mid-March. But he said he never received the $8,244 refund the feds owed him.

“I need it. It’s not a question of happiness. I need the money. I’m a single dad with three kids, I need the money,” Mullan said.

Three weeks passed and still no check. Mullan said an H & R employee later told the family that the check had been deposited — and H & R took its cut.

“They take their fee out before they sent it to my account,” Mullan said.

But it was not in Mullan or his wife’s Bank of America account. Mullan said H & R Block wrote information for the wrong bank account on the paperwork, and the check was deposited into another bank account.

“Someone else got our money, it went into an account. They confirmed it,” Mullan said.

But he had a hard time believing what H & R told the couple to do next.

“Write a letter to Bank of America, worded nicely, and ask them nicely if they could please return the money to them so they could give it to me,” he said.

Mullan said the company also told the Mullans to file a police report against the bank to start an investigation.

H & R Block would not do an on-camera interview. In an e-mail, a spokeswoman would only say that the bank works “directly with the client” to resolve issues like this.

This week, the spokeswoman again e-mailed KRQE News 13 and said “The check will arrive to clients on Thursday.”

The company told the couple they would refund the $288 they spent for H & R to file their taxes. That has not been done.

Update: The Mullan’s did in fact receive the check via UPS Thursday morning, but the filing fee has not been refunded.

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