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March 12, 2025
Question

I have a copy of last years return as a PDF. The CPA did not use Turbo Tax. Can I upload that PDF to TT for this years return or am I better off just starting fresh?

  • March 12, 2025
  • 2 replies
  • 0 views
We have a simple return, no itemization. Given that, is last years return critical to just starting from scratch on TT this year?

    2 replies

    March 12, 2025

    Very limited data can be imported from that pdf, you are better off starting from scratch. 

    JohnB5677
    March 12, 2025

    Possibly, You can transfer basic information if your 2023 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software

     

    Please see the steps in Can I transfer last year's PDF into TurboTax Desktop 2024?

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