How do I transfer last year's H&R Block or TaxACT PDF into 2016 TurboTax for Mac?
2016 TurboTax for Mac can transfer from a 2015 filing copy of the H&R Block or TaxACT PDF file. It cannot transfer from a "not for filing" PDF file, nor from any other software provider's PDF including TurboTax.
Open your H&R Block or TaxACT PDF before you attempt to transfer. If it says Not For Filing and/or has jumbled information, TurboTax won't be able to read it.
If this is the case, save a filing copy of your 2015 return in PDF format (refer to your H&R Block or TaxACT program instructions, which we're unable to provide here). Then proceed to the transfer instructions, below.
- Open TurboTax for Mac.
- Click Begin on the Welcome to TurboTax page (or select New Tax Return from the File menu).
- On the next screen, Let's Get a Jumpstart on Your 2015 Taxes, select the first option Use a tax return that's on my computer and then click Find a tax return lower down on the page.
- Browse to the location of your H&R Block/TaxACT PDF and click Transfer.
- In the pop-up, click Transfer to confirm.