When copying a .tax file, what information carries over to my return?
When you copy from last year's .tax file, these items carry over:
Name, address, and filing status
Social Security number
Dependents
Bank information for direct deposit of tax refunds
Adjusted Gross Income (AGI)
Self-select PIN, if you successfully e-filed your 2024 return
Employer's name and address
Form 1099 payer information (banks, stocks, mutual funds, retirement accounts, etc.)
Deduction descriptions such as medical expenses and the names of charities
Tax refunds that you applied to your 2025 tax liability
Schedule C, including ending inventory
Important: See the proper way to remove a Schedule C business that copied over.
Schedule F, including ending inventory
Schedule E
Business-use information
Contribution, credit, state, and local tax carryover amounts
Capital loss and passive loss carryovers
Partnerships, S corporations, estates, or trusts that you have an interest in
Depreciable items such as cars, equipment, and buildings
A .tax file from a previous year won't copy if the file is password protected.
