If you don't find what you are looking for in the H&R Block software's troubleshooting information, or you need more help, check our Online Customer Support services.
Which tax categories use information that is imported from financial programs?
The answer to this question largely depends on the program you are importing from. You should print out the tax report from your personal financial package. The tax report gives you an idea of what your financial program can export, which is what the H&R Block tax software imports.
For more information, see Importing Financial Information.
Why isn't the program automatically importing my last year's data into this year's return?
If you moved last year's file to a different directory or saved it to removable disk, you must locate the file for the H&R Block software. Navigate to the folder or removable disk drive where your file is located and then select it. Last year's H&R Block tax return files had a .t08 extension. Last Year's TurboTax return files had an extension of .tax.
How do I delete a form transferred from last year's return?
To delete a form imported from last year's return using the Interview:
Click the Take Me To arrow.
Scroll down to the topic that you want and select it.
Click the Go To button. The program brings you to the beginning of the Interview topic and displays a copy list box.
Click on the Delete link next to the copy of the form you want to remove from your return. The program removes the copy from your return and the list box.
To delete a form imported from the last year's return using Forms Central:
On the menu bar, click on Forms, and select Open Forms. The program displays the Forms Central window.
Select the Federal tab or State tab (for example, New York) to display the list of available forms.
Note: The program displays a state tab only if you have started a tax return for that state.
From the list, double-click the form that you want to open, or select it and click Open Form.
Select the number of the copy that you want to delete from the Copy Number list box. The program displays the copy of the form in the Forms Central window.
Click the Delete Form button.
Click Yes to confirm the deletion.
I imported data from last year's return but my interest and dividend income is incorrect.
If you import data from last year's return which includes interest or dividend income, and then you import from Microsoft Money or Quicken, the Money or Quicken data will overwrite the interest and dividend data imported from last year's return. This prevents you from incorrectly matching banks and interest amounts. Simply go through the Interviews and enter the bank name if needed. Note that if you have more than one bank or company that you track interest or dividends from, in either Money or Quicken, the amounts received might be totalled.