can I import H&R Block 2022 data into my 2023 Turbotax? I've got tax-loss carryforwards

[sir_ricardo]

Greetings  -  I've got a PC, and have been using H&R block software to do my returns.

I want to get 2023 Turbotax Home and Business for 2023.

My question; will it "pull" (transfer, etc) all my prior data from my H&R Block software?  I have various tax-loss data on my 2022 H&R Block software that is essential for my 2023 return.

I'm assuming the answer is "yes" but if you could advise, I'd appreciate that.

[VolvoGirl]

Do you have a pdf file from HR Block?  You can transfer from H&R Block or TaxACT PDFs  into TurboTax for Windows.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...

But be aware transferring from a pdf only transfers basics info like name, address, ssn and AGI.

[sir_ricardo]

that assumes I transfer a pdf file, and evidently it will not transfer tax loss carryforwards

is there another way to transfer the information?  or is pdf the ONLY way?

[VolvoGirl]

I'm not sure.  It might be different if you are using Turbo Tax online or the Desktop program.  Does a HR Block file end in .t22?  In the Desktop program when you start a new return see if you can transfer the .t22 file.   Go to Browse and find the file.  I'm looking for a Turbo Tax article.  They change the FAQ links every year.

[VolvoGirl]

Ok try this one.  Open the section on Transferring from Turbo Tax Desktop for Windows, HR Block or TaxAct.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y... 

[sir_ricardo]

yes, it's a T22 file