Yes. You can save time and effort by transferring a PDF of last year's return if you used other tax software.
See Also
Export CSV File - Charles SchwabImporting from Charles Schwab - Does it account from Commissions on trades, margin interestImport from stock company to turbotaxTax Professional Software | Tax Preparer Software | TaxActKeep in mind:
- The PDF needs to be your 1040.
- The program accepts PDFs from a range of providers but not all of them.
- After uploading your PDF, you’ll have a chance to update your information from last year’s return.
- TurboTax Desktop only supports PDFs from 2022
In certain situations, the program might not accept a PDF, such as when it’s password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. If this happens, don’t worry, we’ll guide you through typing in your info.
Instructions:
- Sign in to your TurboTax account.
- From theFile menu, selectNew Tax Return.
- Select Begin.
- Under Let's Get a Jumpstart on Your 2023 Taxes, selectUse a tax return that's on my computer.
- Select your PDF file, thenContinue to start the transfer.
- Save your new tax file to make sure you don't lose any info and continue to follow the on-screen instructions.
Other Notes:
- TurboTax Online supports PDF transfers, if you used other tax software last year.
- TurboTax Mobile and TurboTax Business don't support PDF transfers.
