Starting a New Return

When you first open the H&R Block tax software, the program displays the My Taxes screen under the Welcome tab.

To start a new return using imported data from your last year's return:

1. Click the Start a Return button.

2. Read the information on the Smart Import screen and click Next. The program displays the Smart Import: Import Last Year's Taxes screen.

3. In the list box, highlight the last year's return file you want to import data from by clicking on it.

4. Click the Import Selected File button.

To create a new, blank return:

1. Click the Start a Return button.

2. On the Smart Import screen, click Skip. The Import Data From Financial Software screen is displayed.

3. Select No, and click Next.

4. Read the information and click Next on the As You Complete Your Return and the Personal Tax Guide screens.

5. The program displays the Get Ready: Personal Information screen where you can begin completing your return.

Note: You create a state return by opening your federal return, clicking on the State tab and opening your state. The program automatically transfers all applicable information from your federal return to your state return. The H&R Block software saves the information from your state return in the same file as your federal return.

Related Topic
Importing Data From Last Year's Return