I have a copy of last years return as a PDF. The CPA did not use Turbo Tax. Can I upload that PDF to TT for this years return or am I better off just starting fresh?

We have a simple return, no itemization. Given that, is last years return critical to just starting from scratch on TT this year?

891

Level 15

Mar 12, 2025 8:34:47 AM

Very limited data can be imported from that pdf, you are better off starting from scratch.

Expert Alumni

Mar 12, 2025 8:37:46 AM

Possibly, You can transfer basic information if your 2023 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software