How to download from H&R Block into Turno tax

It depends. You can transfer basic information if your 2023 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer) A tax data file will provide a more complete import.

• Be aware that in some cases TurboTax won't be able to read the PDF, for example, if it's password-protected or is a scanned copy of a PDF instead of an actual PDF file.
• TurboTax Desktop only supports PDFs from 2023.

Here's how to transfer your PDF into TurboTax Desktop:

1. Sign into your TurboTax account to access returns for 2023.
2. Choose New Tax Return from the File menu.
3. Select Begin or Start a New Return under Manage Your Returns.
4. On the Let's Get a Jumpstart on Your 2024 Taxes screen, select Use a tax return that's on my computer.
5. Follow any on-screen instructions.

Be sure you have your pdf saved on your computer. As it mentions, if you have a tax data file with a .T23 extension form H&R Block, this would be better to import than a PDF.