H&R Block filers were far more likely to have no tracked preparer than to switch to one
Observed 2026 destination of established U.S. panelists who filed with H&R Block from January–April 2025
Share of 2025 H&R Block filers
Source: YipitData U.S. e-receipt panel. H&R Block 2025 cohort n=14,795. Tracked competitors were TurboTax, FreeTaxUSA, TaxAct, and Jackson Hewitt. Free or offline filing may not produce a receipt.
Chart data
| Series | Share of 2025 H&R Block filers |
|---|---|
| Refiled with H&R Block | 59.1% |
| No observed paid preparer | 35.6% |
| Used a tracked competitor | 5.3% |
How did the TurboTax cohort compare?
Among 81,352 paneled TurboTax filers from 2025, 50.1% refiled with TurboTax in 2026, 5.0% used a tracked competitor, and 44.8% had no observed paid-preparer receipt. Both cohorts were measured with the same panel and filing-season windows.
How much direct switching occurred between H&R Block and TurboTax?
H&R Block sent 459 observed filers to TurboTax, or 3.1% of its 2025 cohort. TurboTax sent 1,029 filers to H&R Block, or 1.3% of its larger cohort. The rates and counts answer different questions, but both show that direct switching was smaller than the no-observed-preparer group.
Assumptions & Methodologies
We analyzed established U.S. e-receipt panelists observed in both filing seasons. The 2025 and 2026 seasons ran January 1–April 30. H&R Block used its merchant label; TurboTax used Intuit receipts containing “TurboTax.” Refiling required the same provider in 2026, switching required a tracked competitor, and no observed preparer meant neither. Free tiers, IRS Direct File, paper filing, and non-filing may produce no receipt, so that group is an upper bound on leaving paid preparation. The panel skews toward online DIY filing, and results are not audited market totals.