Yes. You can save time and effort by transferring a PDF of last year's return if you used other tax software.
Keep in mind:
- The PDF needs to be your 1040.
- The program accepts PDFs from a range of providers but not all of them.
- After uploading your PDF, you’ll have a chance to update your information from last year’s return.
In certain situations, the program might not accept a PDF, such as when it’s password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. If this happens, don’t worry, we’ll guide you through typing in your info.
- Open TurboTax 2020.
- From the File menu, select New Tax Return.
- Select Begin.
- Under Let's Get a Jumpstart on Your 2020 Taxes, select Use a tax return that's on my computer.
- Select your PDF file, then Continue to start the transfer.
- Save your new tax file to ensure you don't lose any info and continue to follow the on-screen instructions.
- TurboTax Online supports PDF transfers, if you used other tax software last year.
- TurboTax Mobile and TurboTax Business don't support PDF transfers.
- Transfer last year's return to 2020 TurboTax for Windows
- Can I transfer last year's PDF to 2020 TurboTax for Mac?
- How do I move my tax data file to another computer?
- Can I transfer last year's PDF into the 2020 TurboTax for Windows CD/Download software?
- When transferring a .tax file, what information carries over to my return?