“2 questions: 1. Will this software accept the tax document from a stock broker, such as Charles Schwab and automatically enter this data into the tax form? 2. Will this software import last years tax information if it's in Turbo tax?”

1-2 of 2 Answers

• Hey, Jack. Thank you for your questions! Yes, H&R Block Tax Software Deluxe + State 2024 partners with Charles Schwab for Smart Imports. It does support Schedule D: Capital Gains and Losses and Form 1099-B. You absolutely can import from TurboTax! The process varies a bit depending on whether you used TurboTax online, software, or have a password-protected file. Feel free to contact our Software Support line if you need further assistance at 1-888-482-9288.

  Answered by H&R Block 7 months ago

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• Yes and yes

  Answered by DebraH 6 months ago

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