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Level 2

Question

Transfer data from HR Block 2021

Forum|Forum|3 years ago
November 13, 2022
4 replies
29 views

I've used Block's product for many years but decided it's time to change.

I have various documents. Assuming I switch to TurboTax 22, should I import *Tax Return.T21 or the similarly named PDF?

Also, I assume the capital gains files created in 2022 in Quicken will import nominally.

Thank you in advance.

I had hoped that Intuit would provide a type of presale support.

Critter-3

Level 15

If you used other tax software last year

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

Select the method you used to file last year and use the help links and instructions to transfer your PDF and to change your filing status (like single or married filing jointly), if different.

Keep in mind:

The PDF needs to be your 1040 or 1040-SR
The program accepts PDFs from a range of providers, such as HR Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, or 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, when it's a scan of a hard copy rather than an electronic PDF, or in certain other cases. If this happens, we'll guide you through typing in your info.

How do I import QuickBooks into the TurboTax CD/Download for Windows?

TurboTax for Windows Basic, Deluxe, Premier, and Home & Business versions can import directly from the QuickBooks Desktop software.

If you're looking to import QuickBooks into TurboTax Business, see this article instead.

Before you begin

Make sure the QuickBooks software (downloadable or CD) is installed on your computer, along with TurboTax.
Your QuickBooks data file should be saved to your local drive, not on the network or cloud.
Make sure you've finished entering the tax year's financial info in QuickBooks, and that you've assigned tax lines to your accounts.
During the import, leave QuickBooks is running and keep your QuickBooks data file open.

How to import

Open (continue) your tax return in TurboTax.
From the TurboTax File menu in the upper-left corner, select Import > From Accounting Software.
- If you're importing from both Quicken and QuickBooks, import from QuickBooks first.
Select QuickBooks, click Continue, and follow the onscreen instructions.

Related Information:

stevedellAuthor

Level 2

If I were to import the PDF of last year's return, what info does it not import compared to importing the *.T21 file? Wouldn't it make more sense to import the tax file instead of the PDF?

Critter-3

Level 15

Almost nothing transfers from a PDF ... best to use the .tax file if you can... read the FAQs ...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US

DoninGA

Level 15

See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax desktop edition for Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=lafh8o1t

See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax desktop edition for a Mac - https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/transfer-last-year-return-2021-turbotax-software/L0SKCGkzn_US_en_US?uid=lafhanik

See this TurboTax support FAQ for transferring prior year tax data to the current year TurboTax online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=lafhb5dq

VolvoGirl

Level 15

You asked about Quicken but the answer was for QuickBooks. Here's info on Quicken

You can only import Quicken into the Windows Desktop program.
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-from-quicken-into-turbotax-cd-download-basic-deluxe-premier-or-home-business-for/00/26389

You can only import Quicken directly into the Turbo Tax Windows Desktop program and not to the Online version. If you need to transfer Quicken to Turbo Tax for Mac or to older Windows tax returns you need to export your Quicken data as a txf file. (Neither TurboTax Online nor TurboTax Business supports imports from the .txf file.)
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-from-the-txf-file/00/25642

VolvoGirl

Level 15

Here's some more info on Transferring from 2021.

What Turbo Tax version are you planning to use? Turbo Tax Online version or the Desktop CD/Download program? TurboTax Online and the Mac Desktop program only supports PDF transfers, if you used other tax software last year.

You can try to transfer the actual data file from H R Block or TaxAct into the Windows Desktop program. See
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=lafk94my

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

To Transfer from the PDF……
You need to have the actual electronic pdf file not a printed or scanned copy. But a pdf only transfer very basic info like your name and AGI. It would be just as easy to manually enter all your info. So it's probably not worth even trying to transfer it.

jasfam

Level 2

Has anyone actually done the PDF transfer from HRBLOCK 2021 into Turbo Tax Deluxe desktop 2022?

I'm new to Turbo Tax. Did the transfer from HRBLOCK, and my last year's AGI came out wrong. Instead of $50,000, it was $1,150,000. The AGI line from 2021 is line # 11, so it seems like it's taking the line # and adding that into the amount. That will prevent me from e-filing if not corrected. That's the first thing I see so who knows what else is wrong. Not a comfortable feeling when using software for the first time.

Any suggestions?

Critter-3

Level 15

Transferring from a PDF file is a waste of time and is usually inaccurate. You can simply enter the info yourself manually in 1/2 the time it takes you to transfer it.