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April 13, 2025
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Importing a current year file

  • April 13, 2025
  • 1 reply
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I have TurboTax Deluxe 2024.  I had my taxes done professionally.  Can I import a PDF from them into my version of TurboTax 2024?

If not, is there some other file format I could use?  

If so, how do I do that?

Thanks

    Best answer by DawnC

    No, you can only import a 2023 PDF into the 2024 TurboTax desktop software.  And that would only transfer carryover amounts and your personal information.   You would need to recreate the return in TurboTax in order to save the file as a tax file.   The desktop software has Forms mode, so you should be able to easily recreate your 2024 in TurboTax and save it as a tax file that can be used for next year's return.  

     

    The tax file can be opened by the TurboTax software.   To open a 2024 tax return in TurboTax, you need a 2024 tax data file (.tax2024).   Each year has its own extension - 2022 tax returns end with .tax2022 and can only be opened with the 2022 TurboTax software.

     

    What's the difference between the tax data file and the PDF?

    1 reply

    DawnC
    DawnCAnswer
    April 13, 2025

    No, you can only import a 2023 PDF into the 2024 TurboTax desktop software.  And that would only transfer carryover amounts and your personal information.   You would need to recreate the return in TurboTax in order to save the file as a tax file.   The desktop software has Forms mode, so you should be able to easily recreate your 2024 in TurboTax and save it as a tax file that can be used for next year's return.  

     

    The tax file can be opened by the TurboTax software.   To open a 2024 tax return in TurboTax, you need a 2024 tax data file (.tax2024).   Each year has its own extension - 2022 tax returns end with .tax2022 and can only be opened with the 2022 TurboTax software.

     

    What's the difference between the tax data file and the PDF?

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