If you use a financial software program to track your finances, you can save time by importing tax-related transactions into this year's return. The H&R Block tax software lets you import information from the most popular and newest versions of financial software programs. You can use this information as a starting point for this year's return, which can shorten the process of preparing your tax return.
You can import your financial information into the H&R Block software:
Using Smart Import
Using the Interview
Using the File menu
See the topics below for specific instructions on importing data from the programs listed.
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If you're using an earlier version of Quicken or any version of Microsoft Money, or a different financial program, before you can import information, you must first create an export file from the financial program you are using.
After you finish your imports, you need to go through the H&R Block software Interview to make sure there isn't any missing or inaccurate information. You should review:
Any imported information that is displayed as brown text.
Any Information that doesn’t match your paper forms.
Any missing information that should have been imported.
Any information with an exclamation point. An exclamation point means you need to open the item and verify that your information is correct.
Topics with imported data have been pre-selected for you. As you view these pre-selected topics, you can use the Edit or Delete link to make changes or delete the information.