Taxes Default

Import Your Data. Get Lots of Free Time.

July 8, 2011 : Becky Brown - H&R Block

Becky Brown

Hi. My name is Becky and I don’t like doing my taxes.

I know I’m not alone. At H&R Block, our job is to make tax time as painless as possible. Sadly, we’ve yet to develop a magic wand that can complete a return with one graceful wave. However, we’re constantly developing new ways to make each step of the tax prep process quicker, simpler, and – dare I say it – as “not yucky” as possible.

One of the coolest time- and headache-savers is the ability to import in H&R Block At Home. With both the online and software versions of our do-it-yourself program, we can import your W-2 and Forms 1099. This means you don’t have to type in all of the amounts in every box and line – we do it for you.

This sounds pretty neat, but just think: every W-2 has 20 boxes on it, not including the employer’s information. We partner with payroll providers to make importing that information secure and fast. You don’t have to spend the time and effort to enter the data, and you know the information is accurate.

With Forms 1099, H&R Block At Home works with more than 35 financial institutions to import stuff like stock sales and interest income from these forms:

  • Form 1099-B
  • Form 1099-DIV
  • Form 1099-INT
  • Form 1099-OID
  • Form 1099-R

Importing Forms 1099 from your financial institution gives you the same time and effort savings as importing your W-2. It’s secure and accurate, and helps you complete your return quickly and painlessly.

If you use Yodlee’s MoneyCenter to keep track of your finances, you can import tax-related transactions into H&R Block At Home Online. Just start your return from Yodlee’s website. Then, we can spot, add up, and import items like charitable contributions and medical expenses. If you itemize deductions, this is a game-changer.

You might never enjoy doing your taxes, but H&R Block can take the sting out of it. We’ll help you get the job done – quickly, accurately, and securely.

Becky Brown - H&R Block

Becky Brown - H&R Block

H&R Block Digital

Becky was the senior editorial manager for H&R Block At Home.

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