You can import tax-related transactions from a financial program into your tax return. You can use this information as a starting point for this year's return which can shorten the process of preparing your tax return.
Click Import Financial Information to get started.
If you'd like to continue without importing your information from a financial program, click Skip.
Notes:
Before you can import data from some financial programs, you must first create an export file in the financial program you are using. We can help you do this. See Importing Financial Information for details.
Importing information from a financial program overwrites entries you have already made in your tax return.
See these topics for information on exporting information from your financial program: