H&R Block® At HomeTM includes the Smart Import® feature, that enables the automated import of 1099-DIV, 1099-B and 1099-R tax data directly from American Century Investments® for your retirement1 and non-retirement accounts. Once imported, you can download this information directly into your H&R Block At Home return.2

Important: Real Estate Fund and Global Real Estate Fund tax information will not be available until late February. Learn more.

  • Mutual Funds
  • Brokerage

What You Need:

  • Internet Access
  • Current Version of H&R Block At Home
  • Tax Identification Number (Social Security or Employer Identification number)
  • Personal Access Code (PAC)

View or Change Your PAC Online

  1. Log In with your User Name and Password.
  2. Select the Update My Information link in the margin.
  3. Select the View or Change PAC link.
  4. Select the Modify link to change your PAC.
  5. Enter and re-enter the new PAC, then select the Modify button.
  6. If you need assistance with your PAC, please contact us.

If you need additional assistance using H&R Block At Home or completing your taxes, please refer to the integrated step by step guidance and help files, or consult your tax advisor.


American Century® Brokerage Accounts

What You Need:

  • Internet Access
  • Current version of H&R Block At Home
  • Your American Century Brokerage website User Name (used when logging into our website)
  • The Social Security number (SSN) or Tax Identification number (TIN) associated with your Brokerage website User Name

If you need assistance with your website User Name, please contact us.

1Automated import of tax data is not available for American Century Investments workplace retirement plan accounts.

2When using tax forms imported from American Century Investments, it is your responsibility to confirm the accuracy of the information on your tax return.

H&R Block At Home is a registered trademark of HRB Innovations, Inc.