1. If you have more than 250 transactions, be advised that you may experience delays due to processing issues. If your transaction values are in the millions, you may exceed the program's capabilities. H&R Block cannot validate the imported data–you must verify the accuracy of all transaction details yourself as part of accepting them into your tax return.
2. Not all Fidelity account information can be imported directly into H&R Block. For example, information on institutional retirement plan accounts serviced by Fidelity Employer Services Company LLC (including 401(k) accounts) and annuity or life insurance contracts cannot be imported.
3. Online discount offer valid only when you go to H&R Block using a link on Fidelity.com. Online offer not valid on free filing option or software. State return is not included. Receive $10 off Deluxe online tax filing, $15 off premium, and $20 off self employed online tax filing. Online discount offer valid through October 31, 2019.
4. In Office discount valid through April 10, 2019. In Office discount offer valid only when you present the coupon at a H&R Block office.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Software products are provided as a convenience to you, and Fidelity bears no responsibility for your use of, and output associated with, such products. The information and products made available to you are not intended to be, and should not be construed as, legal or tax advice or a legal opinion.
H&R Block Software
The use of the H&R Block tax preparation software and web-based products is governed by their applicable license agreements. H&R Block tax software and online prices are ultimately determined at the time of print or e-file. All prices are subject to change without notice. H&R Block is a registered trademark of HRB Innovations, Inc. H&R Block is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. H&R Block is solely responsible for the information, content and software products provided by it. Fidelity cannot guarantee that the information and content supplied is accurate, complete, or timely, or that the software products provided produce accurate and/or complete results. Fidelity does not make any warranties with regard to the information, content or software products or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of these H&R Block products or the information or content furnished by H&R Block.
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