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TurboTax data transfers from H&R Block do not work.
Among the first steps taken by tax filers is the transfer of data from last years return. TurboTax ads and its software claim it can transfer files from other tax preparation software. I used H&R Block last year due to well know problems with TT Deluxe limited tax forms. I returned to TT Deluxe this year because those forms have been restored for the 2015 filing year. Unfortunately the data transfer would not work.
The message I received from the TT help site was:
"H&R Block Data Transfer Error: Some TurboTax customers are experiencing an issue with their H&R Block Data Transfer.
Workaround: Unfortunately we will be unable to provide a resolution to this issue this year. If you are unable to transfer due to an error you may enter the information manually. TurboTax transfers your name, social security number and address. We do not currently transfer any financial information. We apologize for any inconveniences this may have caused you."
Now we all know that the transfer of data is much more than name, ss#, and address. It includes filing status, names of all prior year 1099's, other prior year income sources, prior year charitable contributions names, prior year itemized deductions names (when using supporting details). The transfer serves as the roadmap providing continuity with your prior year's filing giving guidance of what to look for in the current year (new income/expense items that only started in the current tax year always require manual entry or downloads when available). TT comments seem to trivialize this critical component of using tax software in their above response. What is missing is information on what is being done to fix this.
It seems that this is false advertising. The transfer capability is in their ads and on their software boxes and in their software. Turbo Tax please respond to this concern. I wasted hours looking for solutions before finally getting the FAQ response cited above. Please Fix the problem. Don't ignore it as the FAQ suggests.
November 2015 · Software · verified purchase