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posted Jun 4, 2019 5:38:09 PM

Only partial data transfering to 2017 tax file from 2016 PDF file. Schedule E data not transfering. How to rectify?

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1 Best answer
Level 15
Jun 4, 2019 5:38:12 PM

You will need to enter those values manually in the 2017 software.

....OR search around more for your original .tax2016 datafile and transfer that instead.

____________________________

Perhaps you don't realize it, but right now, the PDF import brings in very little information, other than names, SSN, DOBs and AGI from the prior year.  There is a software project to bring in a lot more in the future, but right now, very little imports from a PDF file

1 Replies
Level 15
Jun 4, 2019 5:38:12 PM

You will need to enter those values manually in the 2017 software.

....OR search around more for your original .tax2016 datafile and transfer that instead.

____________________________

Perhaps you don't realize it, but right now, the PDF import brings in very little information, other than names, SSN, DOBs and AGI from the prior year.  There is a software project to bring in a lot more in the future, but right now, very little imports from a PDF file