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getzold
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Can I manually input a prior years tax return (done by a cpa) to this years (2023) turbotax return?

 
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2 Replies

Can I manually input a prior years tax return (done by a cpa) to this years (2023) turbotax return?

No.  Sorry.   You will need to start using TurboTax for 2023 from "scratch" and enter your 2023 information.

**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.**

Can I manually input a prior years tax return (done by a cpa) to this years (2023) turbotax return?

However...if there is certain (limited) information that needs to come in from your 2022 tax filing, to be used for 2023.....there are fields where that information can be entered.

 

But like I indicated, it's somewhat limited.   

 

1)  Like...if you itemized deductions for 2022, and received a State tax refund, then, when you input that State refund as "potential" income for 2023, the TTX Q&A asks for certain information ($$) from last year to determine how much of the refund will be included as 2023 Federal taxed income  (all, part or none).

 

2) Owe a balance due for 2023 that is too large and might be subject to an underpayment Penalty&interst?  TTX will ask Q&A again about some $$ details from the 2022 forms, to see if your prior 2022 tax liability, and 2023 tax payments/withholding qualify for you to not be penalized.  (Safe Harbor exceptions)

 

3) Also some carryover credits and deductions from 2022 will be asked about, and you can enter those.

 

4)   Depreciation for rental properties & such,  those are asked about as part of the Q&A in those sections...but I'm not sure of the details of how it's entered as I've never dealt with those.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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