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January 12, 2024
Question

If my accountant has done past years' taxes and I want to do my own this year, can I download last years and incorporate into TurboTax's software?

  • January 12, 2024
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Employee
January 12, 2024

It is unlikely that the file your accountant can provide to you can be transferred in to  TurboTax.  Only a 2022 tax file can be transferred---those past years cannot be transferred to TT.   If you have a pdf from the accountant, even if you can transfer something--it will not be much except for some personal information like name, address, SSN.   The income data will not transfer with a pdf.

 

 

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**