The Smart Import Wizard allows you to import financial information from other financial packages. Many financial packages now include support for the Tax Exchange Format (TXF). The Tax Exchange Format uses an identifier for each category of tax information, and specifies which form and line the data should be imported to.
Under the Welcome tab follow the instructions that the H&R Block software displays until you get to the Smart Import: Import Amounts from 2009 screen.
Click the Get Started button next to the Financial Software section. The Import Financial Information dialog box opens.
Select the Other TXF option, and click OK. The Import Financial Data from... dialog box opens.
Select the file you want to import, and click Open. If the file you want to import is in a different folder, navigate to that folder and select it. The H&R Block software imports the information. Under the Financial Software section, the H&R Block software lists the name of the file that was imported.
You can view a summary of the imported information by clicking on the View Summary link under the file name. The Import Report is displayed. You can use this report to edit or delete individual transactions. If you want to delete all the transactions that were imported click the Delete link under the file name.
Click Next Step. The H&R Block software displays the Smart Import: Compare Your Imported Items screen.
Click on the check box of the items you want to delete to remove the check mark. You should keep only the most current version of each form or item and delete any duplicates.
Click the Start Return button.
As you go through the Interview, the data that you import is displayed as brown text. Change anything you need to at that time. You can also view and change the imported information any time by selecting Review Financial Imports from the Reports menu to display the Import Report.