How to Import Data to H&R Block Tax Software

Please Note: If you received a notification that your Consolidated 1099 is available, then please be aware that your tax data will not be available in H&R Block until ~72 hours after.


Now that tax season is here, let's put your computer to work. As an H&R Block user, then you can import your tastyworks transaction data to prepare your taxes. Please follow the illustrated instructions below, but before you get started, make sure that your software is up-to-date. Typically, the software will check for updates on startup, but you can also update it manually, as illustrated below. 


A short note about transaction limits

*Please Note: Importing tastyworks data requires the Deluxe version of H&R Block or better. However, H&R Block Online requires Premium or better. Also, there may be transaction limits with H&R Block Tax Software software. H&R Block Tax Software users with 2,000 or more transactions or H&R Block Online users with 500 or more transactions may experience issues when importing your transaction data (Form 8949 & Schedule D) due to software limitations.