H&R Block Integration
The Form8949.com Open Financial Exchange (OFX) server serves both 1099-B and 1099-DA data.
Earlier, the Block app indicated that support for 1099-DA import would be available in late March.
However, now (as of March 30, 2026), it turns out that the 2025 H&R Block program is not supporting OFX import of 1099-DA data.
It appears that CoinTracker and Coinbase are the only supported import sources for 1099-DA data.
H&R Block Online (1099-DA)
H&R Block Desktop (1099-DA)
Users of Form8949.com who use H&R Block for tax prep have the following integration options for 1099-B and 1099-DA data:
- Import Detail Transactions (1099-B only)
- Import Summary Transactions (1099-B only)
- Enter Summary Transactions (1099-B and 1099-DA)
- Attach Form 8949 Statement (1099-B and 1099-DA)
Import Detail Transactions (1099-B Only)
The Taxes screen of the Form8949.com app will provide you with an "Assigned Tax Document Number" and "Passcode" as seen below.
You can import all transactions (#1 below). Or, alternatively, you can take advantage of "Exception 1" and aggregate qualifying transactions (#2 below).
Sample screen. Your codes will be different.
On the "What's the financial institution on this 1099-B" screen, click the "Other" button.
Then in the "Financial institution" field, enter "Form8949.com", then click "Next".
Enter the codes shown in our app.
Import Summary Transactions (1099-B Only)
Go to the Taxes menu in the app. There the app will provide you with import codes to import summary transactions as seen below (#3).
Sample screen. Your codes will be different.
Enter Summary Transactions (1099-B and 1099-DA)
Enter your summary transactions.
Follow the Block interview prompts.
Attach Form 8949 Statement (1099-B and 1099-DA)
In the e-file portion of the H&R Block App, upload the Form 8949 Exception 2 Statement generated by the Form8949.com app.
If you have more up-to-date information, please email support@form8949.com.