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import a previous year's PDF into TurboTax

How can I import a previous year's PDF into TurboTax?

A useful tool that makes tax preparation easier is the ability to import your previous year’s tax return in PDF format into TurboTax. This will facilitate the completion of your current file by automatically transferring important information from your previous year’s return. This tutorial will show you how to successfully import a PDF from a previous year into TurboTax.

Prepare Your Previous Year’s PDF

Before you begin, make sure you have a PDF of your previous year’s tax return:

Find your PDF here: Find the PDF version of your previous year’s tax return. If you used a tax preparation service, you can download this file from them or usually save it to your computer.

Verify the format: Make sure the PDF is from a tax program that supports it, as TurboTax can only import certain types of files.

To import a previous year's PDF into TurboTax:

  1. Log in to your TurboTax account.
  2. Start a new return or continue an existing return.
  3. Select “Import from PDF” when prompted.

Import Your Data into TurboTax Desktop

Now that you have both the online data file and the desktop software ready, it’s time to import your data:

  1. Launch the desktop version of TurboTax.
  2. Search the main menu for the option to import or open a file.
  3. Select the TurboTax Online file you exported by navigating to its saved location.
  4. To finish the import, follow the instructions displayed on the screen. TurboTax will move your information to the desktop version, including your income, credits, and deductions.
  5. Upload a previous year’s PDF file from your computer.
  6. Review the imported data for accuracy.

Conclusion

Importing your previous year’s tax return in PDF format into TurboTax simplifies the tax preparation process by automatically transferring essential information to your current return. By ensuring you have the correct PDF file and following the straightforward steps to import, you can streamline your filing process and enhance accuracy.