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Member
New_Old_Dog
Posts: 2
Registered: ‎03-15-2014
Accepted Solution

H&R Block will not import a txf file (for 1099B info)

When I attempt to import a txf file for the details on stock trades the software staes in can not find any 2013 data.  The file will import correctly into Turbo Tax.  The file detail seems to meet the standards for a V042 file.  Any solutions?

Community Manager
JerryG
Posts: 1,423
Registered: ‎12-17-2012

Re: H&R Block will not import a txf file (for 1099B info)

New_Old_Dog,

 

Welcome to the Community. I would recommend calling our digital client support team to troubleshoot the issue. They can be reached at 1-800-HRBLOCK (1-800-472-5625).

JerryG
Community Manager

Member
New_Old_Dog
Posts: 2
Registered: ‎03-15-2014

Re: H&R Block will not import a txf file (for 1099B info)

The issue has been resolved in my case.  The txf file which was provided by my brokerage firm contained an error for each record in the file.  By changing the type to TD from TS the records were imported without an issue.

One can open the txf file with note pad and info should look as follows:

V042
AMy stock data
D 02/28/2014
^
TD
N321
P100 shares of IBM
D4/3/2008
D2/1/2008
$4000.00
$3000.00

^

 

In my file the type was TS (for summary record) versus TD (for detail).  It appears Turbo Tax ingores this issue.

Community Manager
JerryG
Posts: 1,423
Registered: ‎12-17-2012

Re: H&R Block will not import a txf file (for 1099B info)

New_Old_Dog,

 

Thanks for sharing. Good to hear you got the issue resolved.

 

JerryG