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Level 3
posted Feb 9, 2024 11:10:08 AM

Importing Amended Return PDF

I used a tax prep service for my 2022 return and will be using TurboTax for 2023.  My tax preparer is in the process of filing an amended 2022 return.  Should I wait for that to start my 2023 taxes in TurboTax?  I see there is an option to import a PDF for prior returns.  Should I import the original or the amended return (Or both)?

 

Thank you.

0 3 346
3 Replies
Intuit Alumni
Feb 9, 2024 11:15:01 AM

You should transfer the Amended return.  But the pdf only transfers limited info like your name, ssn, address & AGI.  You might as well do 2023 without transferring from a pdf.  

Level 15
Feb 9, 2024 12:08:36 PM

your tax preparer can tell you if the amendment will impact your 2023 return or not.

Often there is no impact.

@slcdawg 

Intuit Alumni
Feb 9, 2024 12:16:35 PM

Oh and to efile 2023 you will need to enter the AGI from the Original 2022 return 1040 line 11.