Step-by-Step Q&A and Guidance for Tax Preparation

1. Can I easily import my tax documents?

Yes! You can quickly import your W-2, 1099, 1098, and even last year’s personal tax return. Import is supported from TurboTax and Quicken software as well.

2. How do I import from TurboTax or Quicken?

The program allows you to easily import data directly from TurboTax and Quicken, making the transition smooth and hassle-free.

3. Can I itemize deductions?

Absolutely. You can itemize deductions using Schedule A. This includes deductions for:

• Mortgage interest

• Real estate taxes

• Charitable donations

4. Is there a review for accuracy?

Yes. The Accuracy Review feature checks for possible issues and evaluates your audit risk, giving you peace of mind before you file.

5. How many e-files are included?

You get five free federal e-files along with unlimited federal preparation and printing.

6. Can I get help with investment income and other reports?

Yes, the software provides reporting assistance for:

• Investments and stock options

• Home sales

• Retirement income

7. How can I maximize deductions?

• Mortgage interest and real estate taxes can be optimized through Schedule A.

• H&R Block Deduction Pro helps you accurately value and optimize charitable donations.

8. What about state tax returns?

State downloads are available within the program for $39.95 each.

9. Where can I get help if I’m stuck?

Our Help Center offers access to over 13,000 articles, FAQs, and expert tips, ensuring you never feel lost during the process.