Importing Last Year's TaxCut for Macintosh Data to TaxCut for Windows

If you used TaxCut for Macintosh last year, and you are now running TaxCut for Windows, you can import last year's data from your TaxCut for Macintosh return into this year's return.

To import data from last year's TaxCut for Macintosh using the Interview:

1. Copy last year's Macintosh return to a rewritable CD or floppy disk. Make sure you name the file with a .T05 extension. For example, MyTaxes.T04.

2. Insert the disk or CD into the appropriate drive in your PC.

3. Open TaxCut and go through the topics on the Welcome tab until you get to the Import Data from Last Year's Return window.

4. Click the Import Last Year's Data button. TaxCut prompts you to save your current tax return file and then opens the Import Last Year's Data Wizard.

5. Read the instructions, and click Next.

6. Select H&R Block TaxCut® and then click Next.

7. Use the Browse button to navigate to the appropriate CD or disk drive, select last year's Macintosh return file, and then click Next.

8. TaxCut automatically imports data from your last year's Macintosh return file into this year's return. Click Next to save your new tax return.

9. Enter a file name for the new tax return, and then click Finish.

TaxCut saves the return in the default folder listed. If you want to save the tax return file to a different folder, use the Browse button to navigate to the folder.

To import last year's TaxCut for Macintosh data using the File menu:

1. Copy last year's TaxCut for Macintosh return to a rewritable CD or floppy disk. Make sure the file is named with a .T05 extension. For example, MyTaxes.T04.

2. Insert the disk or CD into the appropriate drive in your PC.

3. From the File menu, select Import Last Year's Tax Data. TaxCut prompts you to save your current tax return file and then opens the Import Last Year's Data Wizard.

4. Read the instructions, and click Next.

5. Select H&R Block TaxCut® and then click Next.

6. Use the Browse button to navigate to the appropriate CD or disk drive, select last year's Macintosh return file, and then click Next.

7. TaxCut automatically imports data from your last year's Macintosh return file into this year's return. Click Next to save your new tax return.

8. Enter a file name for the new tax return, and then click Finish.

TaxCut saves the return in the default folder listed. If you want to save the tax return file to a different folder, use the Browse button to navigate to the folder.

As you go through the Interview, TaxCut will tell you which topics have imported data. Imported information is displayed as blue text. You can review the data and make changes at that time. To review all the imported data at once, select the Review Last Year's Tax Imports from the Report menu. The report lists all of the values imported from last year's return. It is sorted by form, and shows the values TaxCut inserted.