Importing 2022 H&R Block

[Ray9991]

Bought 2023 TurboTax Premier and cannot import my 2022 H&R Block pdf file. I converted the H&R Block file to PDF and when I imported it it just said "import was unsuccessful". What do I do? I have a capital loss carry forward that I need to use for this year.

[Anonymous_]

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

Note that you can enter capital loss carryforwards manually into the program.

[VolvoGirl]

Are you using Windows or Mac?  If you are using Windows did you try transferring from the HR Block tax file (not the pdf)?  See 

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

[Ray9991]

I am using Windows. I tried changing the original H&R Block .T22 file to a Turbo Tax .Tax2022 file. Turbo Tax found the file but could not read it. Same deal as PDF.

[Ray9991]

That link was useful. My return is a 1040SR which apparently cannot be imported via PDF. However, Turbo Tax is supposed to be able to import the H&R Block tax data file (.T22) itself.  I just changed the .T22 suffix to the Turbo Tax version .Tax2022 when it didn't like .t22. No dice.

[Mike9241]

@Ray9991 a 1040SR is a no go as this link will confirm.  by  tax data file it's referring only to an actual Turbotax .tax2022 file

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

changing a file extension seldom works becuase the program is looking for a specific file format and evidently

.T22 and .Tax2022 have different formats.