TurboTax FAQ
TurboTax FAQ
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Transferring H&R Block and TaxACT Information into TurboTax Desktop for Mac

The TurboTax Mac 2016 CD/Download product supports transferring of tax files from H&R Block at Home and TaxACT.

The file must be a PDF. TurboTax Mac CD/Download won’t accept tax data files such as .t15 from H&R Block, or .ta5 from TaxACT.

As you begin to work on your 2016 return, you’ll have a chance to locate last year’s tax file on your computer and transfer it.

What Information Transfers Over? 

Personal Information:

  • Names
  • Social Security Numbers(s)
  • Addresses
  • Employer Information
  • Other basic personal information

Instructions

  1. Open TurboTax 2016.
  2. Select Start a New Return.
  3. In the Browse for Your Return section, click Browse.
  4. Search and select your PDF file, then click Open.
  5. Your information will transfer into TurboTax.
  6. After the transfer is complete, check the screen for any special instructions. If none click Continue.
  7. Now save your new tax file to ensure you don't lose any info and continue to follow the on-screen instructions.

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