Be sure to review the corrected information you have downloaded against the printed tax statements received in the mail as well as your own records. You may need to manually adjust or correct any inconsistencies found in the online version.
Generally, tax forms will be available to import into TurboTax or H&R Block At Home once they are mailed. For an estimated mail date for tax forms, click here.The last date that tax data for tax year 2012 will be available for import is Oct. 15, 2013.
There are some situations that might prevent importing tax information for certain forms. Make sure you carefully review and compare all items on your TurboTax or H&R Block At Home return against your own records as well as the information you received on the tax forms that were mailed to you after you import your tax form information.
You can also visit the TurboTax website for additional help with installing the software or getting started in TurboTax. Be sure to download any recent updates to the program, if prompted.
If you sold a mutual fund that was acquired through several purchases and you are using the average cost basis method you may enter "various" in the space provided for date acquired. Consult with your tax adviser and the IRS instructions for Schedule D, Capital Gains and Losses, for additional information on reporting the date acquired.