Importing Data

There are many ways to automatically import data into TaxCut:

• If you used TurboTax® or TaxCut last year, you can import data from last year's return.

• You can import data from financial programs such as Microsoft® Money and Quicken®.

• You can import your charitable donations If you use H&R Block's DeductionPro software.

Working with Imported Data

In the Interview, TaxCut asks you to select topics that apply to you. Topics with imported data have been pre-selected for you. As you see these pre-selected topics, keep in mind that to edit or delete imported data, you must go to the corresponding topic and use the Edit or Delete button. TaxCut will automatically take you to the topics with imported data as you go through the Interview.

Import Reports

TaxCut provides you with reports that you can use to review any information you've imported. If you created your return based on last year's TaxCut or TurboTax® return, the Review Last Year's Data report lists all the entries from last year. The Compare This Year's Data to Last Year's report lets you view your imported entries and update them for this year all at once. Information that you import from other financial programs is listed on the Review Financial Imports report. When you import charitable donations from H&R Block's DeductionPro, TaxCut creates the Review DeductionPro Imports report.

Note: If you import data from last year's return which includes interest or dividend income, and then you import from Microsoft Money or Quicken, the Money or Quicken data will overwrite the interest and dividend data imported from last year's return. This prevents you from incorrectly matching banks and interest amounts. Simply go through the Interviews and enter the bank name if needed. Note that if you have more than one bank or company that you track interest or dividends from, in either Money or Quicken, the amounts received might be totalled.