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401(k) tax forms: withdrawals, rollovers and loans

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on ...

H&R Block projects $3.91B-$3.92B fiscal 2026 revenue as it raises outlook following tax season '26

Compared with the prior quarter’s early-season framing ("It's early in the tax season" (CEO Campbell) and "reaffirm our fiscal 2026 outlook" (CFO Mason)), the current call’s tone shifted to more ...

H&R Block Reports Fiscal 2026 Third Quarter Results

Maintains Assisted Channel Market Share, Marking Third Consecutive Year of Improvement — — Revenue Increased 5.3% — — Announces Plans for ...