“Can H&R Deluxe import investment data from Fidelity and Morgan Stanley?”

1-5 of 5 Answers

• Not for 2022 & 2023. I spent an hour on the line with a Block tech. He didn’t know the download will not work on deluxe. What a shame. Taxcut worked for years. Block has ruined the program and trys to keep it a secret.

  Answered by Anonymous 1 year ago

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• Not for 2022 data as of 1/28/2023

  Answered by elRud 2 years ago

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• I have used H&R Deluxe for 8 years and downloaded Morgan Stanley accounts tax data with zero problems. I have always compared the data in the consolidated tax documents received from MorgStan to the HRB imported data in the IRS worksheets and forms. This is a tedious process-recommended by HRB, but worth the effort for detailed review/confidence.

  Answered by Emoj 3 years ago

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• Have not been able to get HR Block tax prep software (for 2023 tax year) to work with Fidelity at all. No matter how I tried. Albeit it did work with Vanguard and one other. Goinf back to Turbotax.

  Answered by Anonymous 1 year ago

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• Thank you for choosing H&R Block! Yes, the Deluxe product can import investment data from Fidelity and Morgan Stanley.

  Answered by H&R Block 3 years ago

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