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kingom17
New Member

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

 
1 Best answer

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SteamTrain
Level 15

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

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

1 Reply
SteamTrain
Level 15

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

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

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