Our Smart Import lets you import your charitable donations from H&R Block's DeductionPro software. This includes:
Non-cash charitable donations
Cash donations to charity
Out-of-pocket expenses incurred in the course of providing services to a charity, including mileage
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 DeductionPro Imports from the Reports menu to display the Review DeductionPro Imports Report.
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 DeductionPro 2009, and then click Continue. The Choose DeductionPro File dialog box opens.
Select the file you want to import. If necessary, click the browse button to navigate to the folder where your DeductionPro file is located.
Click Open. The H&R Block software automatically imports your data. 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 Review DeductionPro Imports 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.