Windows 10: Location of h&r Block files for premium and business 2018 on Windows 2007 to import into...

Wolter Kluwer/H&R Block posted the following solution for accessing prior H&R tax return data file for import into current year software from 2007 system to 2010. After 4hrs including 1 1/2 with HR software support, this did the trick.


Scenario: I had 2018 HR Block software installed on 2007 Windows computer. I installed 2019 on 2010 Windows computer. Despite having a .pdf of 2018 return and saving these files to the 2010 computer, I could not get 2019 HR software to recognize the files to import or upload.


I contacted HR software support and they emailed another [blank] copy of 2018 software. Using last year's activation code, I installed 2018 onto the 2010 computer. Then, using Part #1 instructions below, I performed the backup return process on the 2007 computer. I was able to save the file to a USB and transfer to the 2010 computer. Then, I restored return as directed in Part #2. I closed the 2018 HR Block version and opened the 2019 and proceeded to the import stage. Success! 2019 software recognized the 2018 files.


Note: According to HR software support, they were able to assist with duplicate 2018 copy of software since I had purchased directly from HR Block in 2018. I'm not sure if they can help if you purchased your copy through 3rd party like Office Depot/Staples, etc.


Good luck and hope this saves someone a few hours of their time.. another thread in this community with similar discussion subject also helped a lot: https://answers.microsoft.com/en-us/windows/forum/all/location-of-hr-block-files-for-premium-and/70ddd9a5-9077-4fab-ae04-f0d82006c556. Thanks to those participants!

How do I move H&R Block® Business from Microsoft® Windows® 7 to a new operating system?
Reference: https://support.cch.com/kb/solution/000107002/000107002

• Article Type:
• How To
• Last Modified:
• 01/15/2020

Objectives
Moving H&R Block to a New Operating System

This article describes the steps involved in moving HR Block data from your Windows 7 system to a new system.
Environment
Microsoft® Window® 7
Procedure
You’ll need to perform these steps for each year/version of H&R Block® Business that you have on your system.
There are three basic parts for moving H&R Block® Business to your new system:

• Part 1: Backup - Backup data on old system
• Part 2: Install - Install H&R Block Business program on new system
• Part 3: Restore Data - Restore backed up data to new system

*These instructions assume you have an external hard drive or USB drive with enough space to save all H&R Block® Business data to it. In the steps below this drive will be referred to as drive X. The steps also assume you have purchased a new system pre-loaded with Windows 10. If you are upgrading your existing Windows 7 machine to Windows 10 you will need to complete Part 1 on Windows 7, and then you will perform Parts 2 and 3 after the upgrade to 10 is complete.

Part 1: Backup - Backup data on old system
Note: Perform these steps on Windows 7 machine.
Follow these steps to back up your H&R Block® Business data on the Windows 7 machine:

1. Create a folder on drive X: called HRB 20YY Backup change YY to the actual year of the software
2. Open your return.
3. Click File > Backup Return.
4. Navigate to the location that you created in Step #1.
5. Click Save.
6. Repeat steps 2-5 for all remaining returns.

Parts 2 and 3: Installing H&R Block® Business and Restoring H&R Block® Business Data
Note: Perform these steps on the new or upgraded computer.

1. Plug in the external drive.
2. Install the H&R Block® Business program.
3. After installation completes, open the program and check for updates.
4. Click File > Restore Return.
5. In the Restore Return window, navigate to the folder you created during the Step #1 of Backing Up.
6. Select your returns.
7. Click Open.
8. Wait for restore process to complete.

:)

 

Location of h&r Block files for premium and business 2018

Just downloaded H&R Block Premium and Business 2018 software. In Business, cannot locate returns from 2017 in order to import 2017 data into 2018 1065 return. What is the location where my old returns should be located? Thanks

 

Location of h&r Block files for premium and business 2018

Hi Gale, thanks for your question. I'm Graeme, a fellow Microsoft user.

Since your question is regarding aH&R Block product, not a Microsoft one, we won't have the expertise to help you with your question.

You'll need to get in touch with H&R Block support, which you can click on the link for below:

https://www.hrblock.com/support/software-suppor...

Hopefully you find the answer you need!

Note: Non-Microsoft websites are linked. The pages appear to be providing accurate, safe information. Watch out for ads on the site that may advertise products frequently classified as a PUP (Potentially Unwanted Products). Thoroughly research any product advertised
on the site before you decide to download and install it.

 

2015 DATA FILES TO 2016 H&R BLOCK PROGRAM

Not a Windows question. Best to ask the H&R Block people.