If you used H&R Block’s tax software last year to prepare your return, you can jump start your return to transfer your personal information and carry forward amounts (such as your HBP/LLP amounts, unused tuition amounts, certain provincial tax credit amounts, and more) from your 2017 return directly into your 2018 return – saving you time!
If you don’t want to transfer your 2017 information into your 2018 return, don’t worry – you can use the information on your latest notice of assessment (NOA) or notice of reassessment to complete your 2018 return.
How do I transfer my information from last year’s return?
Before you begin, you’ll need to log into H&R Block’s 2018 tax software using the same account (username/email ID) that you used last year. If you’ve forgotten the username or password, refer to our help centre article on how to retrieve or reset these.
Once you log into H&R Block’s 2018 tax software, follow these steps:
- On the Let’s do this! page, click Continue in the Transfer information from your 2017 return box.
- Select the return(s) you want to transfer and click Continue.
- You’ll be able to see all the information that was transferred from your 2017 tax return.
Note: If you want to change any of the information that was transferred from your 2017 return, you’ll be able to do so as you complete your 2018 return.
- Click the Continue button at the bottom of the screen to start your 2018 return.
I have a 2017 H&R Block tax software account but didn’t file my return with it
If you created an account last year but didn’t file your return through the H&R Block tax software, you can still import a PDF of your 2017 tax return from one of our competitors (such as TurboTax, SimpleTax, and UFile) into our 2018 software. For more information refer to our SmartSwitch – Import information from your 2017 tax return article.
I’m using my mobile device to prepare my 2018 return. Can I still transfer my information from last year’s return?
Absolutely! If you used H&R Block’s tax software last year and you want to transfer your information directly into this year’s return, all you need to do is follow the steps outlined in the section above.