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

kingom17 · ‎June 4, 2019

SteamTrain · ‎June 4, 2019

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

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

SteamTrain · ‎June 4, 2019

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

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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