In Quicken you must make sure you first export regular and capital gains tax information into a Tax Interchange File (.txf) format and then import it into the H&R Block tax software.
Note: Capital gains transactions must be entered in an Investment account and can only be exported from an Investment account. An investment account is one type of account that you can create in Quicken. See the Quicken Help for details on creating an investment account.
Click the Take Me To button.
Scroll down to the Income section and select Import Your Financial Information.
Click Go To.
On the Import Financial Information screen, select Quicken and then click the Import Financial Information button.
Follow the instructions displayed to import your data.
From the File menu, choose Import Financial Information. The Import dialog box is displayed.
Select Tax Exchange File Format (TXF) and click Continue.
In the Choose Import File dialog box, select the file you want to import, and then click Open. If the file you want to import is in a different folder, navigate to that folder and select it. The program automatically displays the Import Report. You can change the imported information at this time.
Repeat steps 1 and 2 for your capital gains data file.
As you go through the Interview, the H&R Block software displays the data that you imported 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 Imported from the Reports menu to display the Import Report.