topic Importing last years information from H&R block in Get your taxes done using TurboTax

Importing last years information from H&R block

alnarv — Thu, 06 Mar 2025 16:50:01 GMT

Before purchasing TT for 2024, I checked that it would import my data from last year's H&R block PDF file. After purchase, I find that it will not import anything because I filed a 1040-SR return last year. This was not disclosed before purchase, and the pitch for the import routine says it will transfer over 100 fields. That means I have to manually transfer those fields. Not what was promised! Anyone know a workaround, or would I be better to go back to H&R?

Re: Importing last years information from H&R block

Mike9241 — Thu, 06 Mar 2025 16:55:16 GMT

not sure why 1040SR would cause an issue. It's the same as a 1040 just that pages 1 and 2 have a larger font.

try contacting Turbotax support.

Re: Importing last years information from H&R block

VolvoGirl — Thu, 06 Mar 2025 17:00:09 GMT

Right this FAQ says you can’t transfer from a 1040-SR pdf. But even if you could a pdf only transfers very basic info like your name, address, ssn and AGI so it’s really not worth it.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-pdf-2021-turbotax-windows-cd/L3EOuaOAL_US_en_US

Re: Importing last years information from H&R block

alnarv — Thu, 06 Mar 2025 18:16:51 GMT

That was my thought, but contacting support, they only reiterated that it would not work with a 1040-SR but couldn't explain why. There also seems to be some confusion as to exactly what info is transferred. The pitch says "over 100 fields of info " is transferred, but others have said only name, address, etc is actually done.

Re: Importing last years information from H&R block

alnarv — Thu, 06 Mar 2025 18:20:21 GMT

Yes, I got that help article as an answer from support, but not why it won't work. The instruction page says "over 100 fields populated in the transfer" so I didn't really want to do all that manually.