topic https://ttlc.intuit.com/replies/3302290 in Get your taxes done using TurboTax

Can I import tax data from prior year HRB into Turbo Tax?

marc0645 — Sat, 01 Jun 2019 03:09:08 GMT

I would like to switch from H&R Block tax program to Turbo Tax because I also use Quick Books & would like to import from it. I do not want to have to reenter static data such as name, address, SS#, etc. Also, for business returns I do not want to reenter fixed asset info.

I think you can. See answer below.

ghost — Tue, 12 Nov 2019 13:28:49 GMT

I think you can. See answer here:

https://ttlc.intuit.com/replies/3302290

ghost — Sat, 01 Jun 2019 03:09:12 GMT

https://ttlc.intuit.com/replies/3302290

Re: Can I import tax data from prior year HRB into Turbo Tax?

Hootowl19 — Tue, 12 Nov 2019 05:55:56 GMT

Can I import my HR Block online tax information from 2018 into my 2019 turbo tax online return?

Re: Can I import tax data from prior year HRB into Turbo Tax?

ghost — Tue, 12 Nov 2019 13:42:48 GMT

You may be able to transfer your HR Block 2018 tax return to TT 2019 online if you have an electronic PDF file of your 2018 tax return.

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

"Select the method you used to file last year and use the onscreen help links and instructions to transfer your PDF and to change your filing status (single, married filing jointly, etc.) if different.

Keep in mind:

The PDF needs to be your 1040, 1040A, or 1040EZ.
The program accepts PDFs from a range of providers, such as:

- HR Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, Liberty Tax/Tax Brain

We support a wide number of other providers and keep expanding our capabilities.

In certain situations, the program might not accept a PDF, such as when it’s password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. "

Re: Can I import tax data from prior year HRB into Turbo Tax?

savetacks4me — Fri, 08 Jan 2021 07:30:25 GMT

I did "Save As PDF" in HR Block 2019. It gave me 2 PDFs, one "For_Filing", another "For_Records". When I start a 2020 return in TT for Mac and follow the transfer process, I get an odd error: "This import was unsuccessful. We recommend you check your internet connection and try again." I gather that the process runs online, not from my desktop TT. But I find nothing wrong about my internet connection. To no avail, I tried removing the cover page from each of these PDFs, so that only the forms appeared.

Re: Can I import tax data from prior year HRB into Turbo Tax?

TiffanyL — Mon, 18 Jan 2021 03:14:43 GMT

You are able to transfer last year's PDF into the 2020 TurboTax for Mac, but there are a couple of things to keep in mind. I have provided a link below for assistance on how to do so and reason's as to why it might not be working:

Can I transfer last year's PDF to 2020 TurboTax for Mac

Re: Can I import tax data from prior year HRB into Turbo Tax?

dewbasia1 — Thu, 18 Mar 2021 13:42:46 GMT

If I can, I will go back to turbo tax

Re: Can I import tax data from prior year HRB into Turbo Tax?

Cynthiad66 — Fri, 19 Mar 2021 23:25:38 GMT

TurboTax for Windows personal CD/Download desktop software will transfer last year's tax data file (.tax2019 file) or PDF from the 2019 TurboTax desktop or online software. It even transfers PDFs created in TaxACT or H&R Block tax prep software.

We'll transfer over 100 fields to help you get a head start on your return, including:

Names and other personal info
Social Security numbers
Addresses
Employer and business info
Income forms such as W-2s and 1099s
Credits and deductions
Refunds and tax owed amounts
Capital losses
Disallowed deductions
Credits carried over to subsequent years
Tax schedule information
E-file signatures if you successfully e-filed last year

Be aware that TurboTax does not transfer information that requires complex calculations, like depreciation.

Transferring from TurboTax for Windows, H&R Block, or TaxACT

Transferring from TurboTax for Mac

Re: Can I import tax data from prior year HRB into Turbo Tax?

Alice1940 — Mon, 15 Nov 2021 20:09:22 GMT

Have to import 2020 H&R Block returns into TurboTax for 2021

Re: Can I import tax data from prior year HRB into Turbo Tax?

VolvoGirl — Mon, 15 Nov 2021 20:20:58 GMT

@Alice1940 Are you using Windows or Mac Turbo Tax?

How to Transfer into the Windows Desktop program
https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

How to Transfer into the Mac Desktop program
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062

Re: Can I import tax data from prior year HRB into Turbo Tax?

kmh72756 — Fri, 11 Nov 2022 22:55:16 GMT

This is just some kind of evil joke on Intuit's part.

Regardless how many times they claim it works, it doesn't.

Nor even any help about what the error was.
It just says import unsuccessful.

Just plain worthless.

Re: Can I import tax data from prior year HRB into Turbo Tax?

VolvoGirl — Fri, 11 Nov 2022 22:59:10 GMT

@kmh72756 You have added on to a thread over a year old about last year. What you you trying to Transfer from and into? Like a pdf from where? Into the Windows or Mac Desktop program?

Re: Can I import tax data from prior year HRB into Turbo Tax?

Carl — Sat, 12 Nov 2022 02:02:58 GMT

From my experience last year, when transferring data from a PDF, it will only transfer the "My Info" data. None of the data to "really" need gets transferred, as that just can't be done from a PDF. Also, it matters what program that PDF was created with too. If not created with a "required" program (for lack of a better word) then nothing will transfer.

Bottom line is, you'll probably need to enter everything from scratch that first year using TurboTax.