I imported my 2019 H&R Block tax return (PDF format is the only supported format) into 2020 TurboTax Premier. The import didn't bring in any of my Schedule E (rental property) information. I really don't want to have to manually re-enter all of my depreciatable assets as it is a huge inconvenience (and is something that the prior year return import feature should automatically do for me).
Is this a bug? When will it be fixed?
Sorry pdf Transfer is very limited. It says....
What are you transferring into? Online or Desktop?
Transfer a PDF into the Online version.
Transfer pdf to Windows Desktop
Transfer pdf to Mac Desktop
Import of a pdf usually only brings in personal information data. You have to type the other data in your self manually. When I saw how little actually got imported from my pdf, it did not seem worth the time it took to do it.
Sorry pdf Transfer is very limited. It says....
What are you transferring into? Online or Desktop?
Transfer a PDF into the Online version.
Transfer pdf to Windows Desktop
Transfer pdf to Mac Desktop
To answer your question, I imported into 2020 TurboTax Premier for Windows. And thank you for the links VolvoGirl.
When I migrated from TurboTax to H&R Block Deluxe 6 years ago (2014 season) the import experience was much better... all of my Schedule E information transferred into H&R Block. The reverse experience of migrating from H&R Block to TurboTax (2020 season) is practically worthless... none of my Schedule E information has been transferred.
Shame on Intuit for skimping.
FYI, count yourself lucky --- at least you got the 1040 info! Using PDF of 1040-SR will not transfer, it just fails! All you need to do is regenerate the 1040 (from whatever source you used) and import/transfer works -- tho it's still limited (Intuit needs more competition so they do it right when winning back ex-customers from H&RBlock).
If your situation triggers 1040-SR, the transfer from last year's PDF just fails! NOW that I got that solved, maybe I can edit the imported data so my history info gets propagated... else, I might just redo 2019 using TTax, 'cuz I love having the 5-year historical table to review each year.
-Don