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Do you need Premium for 1099-B and/or HSA contributions? Or can you do it with Deluxe?
For incorporating 1099-B, deluxe downloadable software (not the online version) has all the forms available for population. Premium has guided support (step by step) for Schedules D and E. So if you are comfortable of handling it yourself, you can use deluxe. If you need more hand holding, go for premium.
HSA contributions are handled on Form 8889 in both versions.
For incorporating 1099-B, deluxe downloadable software (not the online version) has all the forms available for population. Premium has guided support (step by step) for Schedules D and E. So if you are comfortable of handling it yourself, you can use deluxe. If you need more hand holding, go for premium.HSA contributions are handled on Form 8889 in both versions.
Thank you. When you say available for population, does that mean that I'll have to manually enter everything myself? Does Premium allow you upload a PDF of the 1099 and capture everything automatically?
Thank you. When you say available for population, does that mean that I'll have to manually enter everything myself? Does Premium allow you upload a PDF of the 1099 and capture everything automatically?
Both Deluxe and Premium allow for downloading 1099s from a number of financial institutions(they call this smart import). Deluxe didn't allow for uploading a PDF last year. They both allowed for PDF uploads of W-2.
Can I import 1099 forms directly into my tax return?
Yes, and H&R Block makes this so easy. You can import your 1099 forms directly into your tax return using H&R Block Online and H&R Block Tax Software solutions.
Here's how it works:
Block's smart import: This feature imports data for a variety of 1099 forms, saving you time and reducing the chance of errors.
PDF uploads: You can also upload your 1099s to H&R Block Online and the relevant information will be extracted and added to your tax return.
Both filing options make it convenient to get your form information into your return accurately and efficiently.
Notice that they only say PDF uploads for H&R Block Online, so it is not clear if they added this capability to the 2025 software versions. I don't have 2025 software yet, so I can't confirm one way or another.
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HSA contributions are handled on Form 8889 in both versions.
Here is a snippet about this capability from their website https://www.hrblock.com/tax-cente...form-1099/
Can I import 1099 forms directly into my tax return?
Yes, and H&R Block makes this so easy. You can import your 1099 forms directly into your tax return using H&R Block Online and H&R Block Tax Software solutions.
Here's how it works:
Block's smart import: This feature imports data for a variety of 1099 forms, saving you time and reducing the chance of errors.
PDF uploads: You can also upload your 1099s to H&R Block Online and the relevant information will be extracted and added to your tax return.
Both filing options make it convenient to get your form information into your return accurately and efficiently.
Notice that they only say PDF uploads for H&R Block Online, so it is not clear if they added this capability to the 2025 software versions. I don't have 2025 software yet, so I can't confirm one way or another.
Leave a Comment