H&R Block tax software

[ECC]

Describe the problem:
How can we import the IRS tax form into H&R Block tax software? Or do you have the instructions to download the capital gains in a format that can be easily imported into H&R Block tax software, not online one?

[Aces86]

Bump. Why support for the much smaller TaxAct, but no support for the very large H&R Block for tax forms? If support is not added by next tax season this will be a reason for me to find another crypto tax software, because H&R Block is my preferred tax prep software.

[ECC]

It was mentioned that it is supported. But I cannot find out the user guide.

[Aces86]

If that’s the case it should be selectable from the tax forms drop down menu just like it is for TurboTax and TaxAct. So if it is supported, why isn’t it a selectable option?

[W_A]

I was able to import the data to the H&R Block tax software. Try this…

1. From Koinly, down load the file for TurboTax CD version. It is a txf file.
2. Open the H&R Block tax software and go to the Welcome page.
3. Click “yes” where it asks if you want to import financial data.
4. Click “next” to go to the next page and click "Other Program that Supports Tax Exchange Format (TXF).
5. Click “next” and on the “Other Finance Program” page click “import.” That took me to the “Import from Financial Software” page where the TurboTax txf file was listed. Click “import.”

After the data are imported you can find them by clicking on the Forms Icon at the top of the program and opening Form 8949, listed below Schedule D.

Note that if you have a considerable number of transactions, they will not be shown on one or two pages. Look for them by clicking on the drop-down menu at the top of Form 8949 that shows “Copy 1.” Check Copy 2, Copy 3, etc. to look for the remaining transactions.

Hope this helps.