Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
Loak
New Member

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

I used an accountant that filed everything for me
5 Replies
xmasbaby0
Level 15

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

No you cannot start preparing your 2022 tax return here yet.   The software for a 2022 return will not become available until sometime in November.   You do not say what software was used to prepare your 2021 return.   When TurboTax for 2022 becomes available you may be able to transfer your 2021 tax file in the 2022 return, depending on what software you used, and whether you have the tax file.  If you only have a pdf of the 2021 return then very little data transfers from a pdf.

**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.**
Loak
New Member

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

Hi, thanks for the quick reply - it looks like I'll need to wait until November. My taxes were done by an accounting firm so I just have a .pdf of the info they submitted.

xmasbaby0
Level 15

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

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

 

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...

 

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-to-turbotax-online

 

https://ttlc.intuit.com/questions/2262857-when-transferring-a-tax-file-what-information-carries-over...

 

**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.**
Critter-3
Level 15

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

What little can be transferred from a PDF file is not even worth the effort ... just enter your name/address/kids in yourself.

 

Now what you can do is buy a 2021 downloaded program (just use Deluxe ... Basic if you don't need a state return) and enter all the 2021 info in now and when it looks just like the return the CPA did save it and use that .tax2021 file to transfer into the 2022 program.

 

2021 TURBOTAX

 

CD/DOWNLOAD (This requires a full PC or Mac—-cannot be used on a mobile device)

 

https://turbotax.intuit.com/personal-taxes/cd-download/

            

You can also purchase the CD/download from various retailers such as Costco, Amazon, Walmart, Best Buy, Staples, Sam’s Club, etc. etc. etc.

 

This link Where can I obtain authentic TurboTax software? has a list of authorized TurboTax resellers.

Mike9241
Level 15

Hello, I completed my tax return with a separate service last year. Is there a way to get a head start on next years' taxes by importing this info now?

since so little info is transferred from a pdf, you might be better off starting from scratch. you are responsible for determining that any info imported from the pdf is correct. 

Dynamic AdsDynamic Ads
Privacy Settings
v