Roth IRA history

There are legal limits on the maximum amount of contributions you can make into your Roth IRA each year. Generally speaking, if you keep a Roth IRA for 5 years or more and are the required age when you begin to make withdrawals from the Roth, you won't have to pay any federal income taxes on the profits you made in the Roth IRA account. That is what makes a Roth different than a traditional IRA.

HR Block does not need the value of your Roth. They only need to know how much you contributed each year. If you withdrew any money from your Roth account, they need to know how much and why. That information is used to determine whether or not you have to pay federal income tax or even a penalty on an early withdrawal. If H&R Block is asking for the actual present value of your Roth, they may be soliciting information they can use to throw you a sales pitch about investing.

You certainly don't need investment advice from H&R Block. You should only use their services to prepare your tax return. If they insist on obtaining information they don't need for your tax return, invest a few dollars (usually under $60) for one of the personal tax preparation software packages like Turbo Tax, and prepare your own return. It will probably cost you a lot less than having H&R Block do it for. If H&R Block says they need the "value" of your Roth for your return, tell them to show you on your IRS Form 1040 or any of the schedules where that information is supposed to be entered.