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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?
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2 Replies

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?

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

JohnB5677
Employee Tax Expert

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?

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

 

Please see the steps in Can I transfer last year's PDF into TurboTax Desktop 2024?

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