Importing 2020 file from H&R Block software to Turbotax Business 2021

[hatteras22]

I used H&R Block software for my 2020 taxes (both personal and business), but I'm back on Turbotax for 2021. I was able to transfer my personal tax return from 2020 into Turbotax Deluxe. However, I have not been able to figure out how to transfer my two business returns from H&R Block's software into Turbotax Business. Both returns under H&R Block's software are in .pdf format. Is it possible to do the transfer or will I need to manually input the 2020 returns for both businesses into Turbotax Business? Thanks.

[MichelleLO]

Yes, TurboTax for Business does support importing your prior-year return. Please see the below TurboTax help article for more information.

Can I transfer last year's PDF into the 2021 TurboTax for Windows CD/Download software?

If you are still unable to import your returns, please reach out to Customer Support for additional assistance.

What is the TurboTax phone number?

[VolvoGirl]

@MichelleLO   That link only talks about 1040 personal returns. I can't find any FAQ to transfer into Business program.  Not even to transfer the .tax2020 file.

[VolvoGirl]

@MichelleLO   That link only talks about 1040 personal returns. I can't find any FAQ to transfer into Business program.  Not even to transfer the .tax2020 file.

[AL2022]

Could not find the answer to importing a PDF from 2020 H&R Block into 2021 TurboTax online anywhere. 

Here is what I did and it worked. 

Opened the H&R Block Software 2020. 

Browsed for the T20 file and opened it. 

Clicked on File, then Save As PDF... and saved it. 

It will give you 2 files: For_Filing and For_Records. 

You can exit H&R Block program now (No need to save).

Then I opened TurboTax 2021, browsed for the "For_Filing" PDF and double clicked on it. 

Worked for me!  Good Luck.!!!

[hatteras22]

Thanks for the suggestion. I actually did my taxes over the weekend and simply manually entered everything. I appreciate your response just the same.

[Irishfan75]

It appears to be a similar solution this year to import from H&R Block based upon what I found from previous years.  TurboTax would not import the saved 2021 Block file if it included worksheets.  I had to save a Block copy for 2021 with only the IRS forms submitted and it uploaded.

[AustinBuilder]

Thanks this is very helpful.

[Mrlefty0706]

I do not think there is a way to use a pdf copy to input previous year data.  You need the file in .tax format.