Importing Address Book Information

If you did not import data from last year's return, you can still import information from your Address Book.

The H&R Block software allows you to import the following personal information from your Address Book into your tax return:

• Name

• Date of Birth

• Home Phone

• Work Phone

• Address (Street, Apartment, City, State, and Zip Code)

To import information from your Address Book:

1. When you get to the Enter Your Personal Information screen in the Interview, click the Import Information from Address Book button. The program displays the Address Book Card dialog box with your Address Book entries.

2. Select the Group folder that contains the address you want to import.

3. From the list, select the person whose information you would like to import to highlight it. If you don't see the name, you can search for it using the Search box.

4. Click the Import button. The program imports the information to the Primary Taxpayer's fields on the Personal Information Interview screen.