H&R Block doesn’t yet support downloading from Wells Fargo Advisors. The table below compares the support for importing W- forms in TurboTax and H&R Block: H&R Block’s coverage isn’t as complete as TurboTax’s but there’s a substantial overlap. I just looked at mutual fund companies and brokers, especially discount brokers. Because 1099-INT (interest earned) and 1098 (mortgage interest paid) are relatively simple, I’m not too worried about the coverage for banks and credit unions. I can’t copy the complete list out of it and I don’t want to retype them.
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It says it’s eligible for importing because my employer uses ADP for payroll.įor importing 1099’s and 1098’s, H&R Block software lists a number of financial institutions in a scroll box. I entered my employer’s EIN found on my W-2. I couldn’t find a similar list from H&R Block’s website, but since I have its software, I looked inside the software.įor importing a W-2, H&R Block asks for the employer’s federal Employer Identification Number (EIN). The 1099 partners include most major financial institutions.
The W-2 partners include the leading payroll provider ADP, some other payroll providers, and a number of large employers. TurboTax publishes a list of partners from which you can download W- Forms. Both TurboTax and H&R Block advertise that they can import W- forms. If you know anyone who has downloaded their tax forms from HR Block, I’d like to know.
A couple of years ago I tried using HR Block and it didn’t download my Fidelity or Vanguard info. I think this is one of the reasons Fidelity and Vanguard offer TurboTax and not H&R Block. I don’t think l can do that with HR Block. I am able to download my tax info into TurboTax from both sites. I have accounts with both Vanguard and Fidelity, having several mutual funds, ETFs, and individual bonds, etc., with each company. After reading my previous post Fake TurboTax Discount Through Vanguard and Fidelity, reader Mike sent me an email:
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