Also, there may be transaction limits with H&R Block Tax Software software. However, H&R Block Online requires Premium or better. *Please Note: Importing tastytrade data requires the Deluxe version of H&R Block or better. Typically, the software will check for updates on startup, but you can also update it manually, as illustrated below.
Please follow the illustrated instructions below, but before you get started, make sure that your software is up-to-date. As an H&R Block user, then you can import your tastytrade transaction data to prepare your taxes. Now that tax season is here, let's put your computer to work. Please Note: If you received a notification that your Consolidated 1099 is available, then please be aware that your tax data will not be available in H&R Block until ~72 hours after.