turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

marc0645
New Member

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

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.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

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

13 Replies

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

I think you can. See answer here:

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

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

Hootowl19
New Member

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

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

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

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-...

 

"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. "

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

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.

TiffanyL
Intuit Alumni

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

 

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

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
dewbasia1
New Member

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

If I can, I will go back to turbo tax

Cynthiad66
Expert Alumni

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

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

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Alice1940
New Member

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

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

 

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

@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-fo...

 

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-t...

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

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.

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

@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?  

Carl
Level 15

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

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.

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies