Importing From Quicken 2009 or Earlier Versions

In versions of Quicken from 2009 and earlier, you must first export regular and capital gains tax information into a Tax Interchange File (.txf) format and then you can import the data into the program.

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.

Exporting Data From Quicken

To export regular tax information from Quicken:

Note: Make sure you create a Tax Schedule Report, NOT a Tax Summary Report.

  1. Go to the Reports menu, select Tax, and then move the cursor to the right and select Tax Schedule. The Create Report dialog appears. If necessary, click Create. Quicken generates the Tax Schedule Report.

  2. Click Export Data.

  3. Select Report to tax export file. Quicken displays the Create Tax Export File dialog box.

  4. In the Directories list, navigate to your H&R Block directory. For example, if you installed the program in the directory C:\Program Files\HRBlock10, double-click the C:\ folder, double-click the Program Files folder, and then double-click the H&R Block10 folder.

  5. In the File name field, enter a name for the export file.

  6. In the Files of type field, make sure the selected type is Tax export files (*.TXF).

  7. Click OK or Open. Quicken creates the export file.

To export capital gains information from Quicken:

  1. Go to the Reports menu, select Investing, and then move the cursor to the right and select Capital Gains. The Create Report dialog appears. If necessary, click Create. Quicken will generate the Capital Gains Report.

  2. Click Export Data. Quicken displays the Create Tax Export File dialog box.

  3. In the Directories list, navigate to your H&R Block directory. For example, if you installed the program in the directory C:\Prgram Files\HRBlock10, double-click the C:\ folder, double-click the Program Files folder, and then double-click the the HRBlock10 folder.

  4. In the File name field, enter a file name, using .TXF as the file extension.

  5. In the Files of type box, make sure the selected type is Tax export files (*.TXF).

  6. Click OK or Open. Quicken creates the export file.

Importing Data into the H&R Block Software

To import data while working in the Interview:

  1. Click the Take Me To button.

  2. From the Welcome section, select Smart Import.

  3. Click Go To.

  4. On the Import Data From Financial Software screen, select Yes and then click Next.

  5. Select the Other program that supports Tax Exchange Format (TXF) option and click Next.

  6. Click Import.

  7. Follow the instructions displayed to import your data.

To import data using the File menu:

  1. From the File menu, choose Import Financial Information. The Smart Import dialog box is displayed.

  2. Select "Other program", and click next.

  3. Follow the instructions displayed to import your data.

The H&R Block software automatically imports your data and displays the Import Report. You can use this Import Report to edit or delete individual transactions.