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Level 2
posted Mar 2, 2020 9:16:59 PM

How to import/convert 2018 H&R Block and Turbotax files to 2019 Turbotax and file "married filed jointly"?

My husband and I got married last year.  We used Turbotax and H&R Block software in prior year.   Our tax is a bit complicated and we don't want to lose our long term carryover.  

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1 Best answer
Level 15
Mar 3, 2020 10:02:42 PM

It cannot.  Only one transfer. 

5 Replies
Level 2
Mar 3, 2020 11:12:29 AM

We're window users.  Can Turbotax Premier tax software read in last year's H&RB file and Turbotax file to create one joint tax return without re-keying in all the data?  

Intuit Alumni
Mar 3, 2020 12:06:08 PM

Yes. TurboTax for Windows personal CD/Download desktop software will transfer last year's tax data file (.tax2018 file) or PDF from the 2018 TurboTax desktop or online software. It even transfers PDFs created in TaxACT or H&R Block tax prep software. For more information please click the link below.

 

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

 

Level 2
Mar 3, 2020 9:44:42 PM

Thanks for the reply but you did not answer my question.

 

I used H&R Block to file my return last year.  My partner used Turbotax to file his return last year.  This year, we got married and wanted to file married couple joint return.  Can Turbotax import my H&RB file AND at the same time Turbotax file (both files) and create ONE single new tax return in Turbotax?  (I am not asking if Turbotax can read HRB file or not.  

 

Many thanks.

Level 2
Mar 3, 2020 9:50:45 PM

Can two different tax files (one turbotax, one HRB) be read/imported to create ONE joint return?  

Level 15
Mar 3, 2020 10:02:42 PM

It cannot.  Only one transfer.