TurboTax Desktop for Windows will transfer last year's tax data file (.tax2022 file) or PDF from the 2022 version of TurboTax Desktop or Online. It even transfers PDFs created in TaxACT or H&R Block tax prep software.We'll transfer over 100 fields to help you get a head start on your return, including: Names and other personal info Social Security numbers Addresses Employer and business info Income forms such as W-2s and 1099s Credits and deductions Refunds and tax owed amounts Capital losses Disallowed deductions Credits carried over to subsequent years Tax schedule information E-file signatures if you successfully e-filed last yearBe aware that TurboTax does not transfer information that requires complex calculations, like depreciation.Transferring from TurboTax Desktop for Windows, H&R Block, or TaxACTTransferring from TurboTax Desktop for MacTransferring from a PDFRelated Information: How do I transfer last year's return into TurboTax Online? How do I transfer last year's return into the 2023 TurboTax software for Mac?

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fishga-outlook-c

Level 2

Question

I used H&R Block at home last year and i cannot import into TurboTax even though it is advertised that it can.

Forum|Forum|2 years ago
March 11, 2024
2 replies
5 views

No text available

TurboTax Free Edition Online

Cynthiad66

Level 14

TurboTax Desktop for Windows will transfer last year's tax data file (.tax2022 file) or PDF from the 2022 version of TurboTax Desktop or Online. It even transfers PDFs created in TaxACT or H&R Block tax prep software.

We'll transfer over 100 fields to help you get a head start on your return, including:

Names and other personal info
Social Security numbers
Addresses
Employer and business info
Income forms such as W-2s and 1099s
Credits and deductions
Refunds and tax owed amounts
Capital losses
Disallowed deductions
Credits carried over to subsequent years
Tax schedule information
E-file signatures if you successfully e-filed last year

Be aware that TurboTax does not transfer information that requires complex calculations, like depreciation.

Transferring from TurboTax Desktop for Windows, H&R Block, or TaxACT

Transferring from TurboTax Desktop for Mac

Transferring from a PDF

Related Information:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

fishga-outlook-cAuthor

Level 2

My information in H&R Block tax software is saved as a .T22 file. I also have a printable PDF of my return that was rejected by Turbotax. This is very frustrating to me. I expected more from Intuit. I left H&R Block because they didn't support their software.

CatinaT1

Level 15

Cynthiad66 provided links to all the information on how to transfer your information.

Note the following information:

You can transfer basic information if your 2022 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer) A tax data file will provide a more complete import.

Be aware that in some cases TurboTax won't be able to read the PDF, for example, if it's password-protected or is a scanned copy of a PDF instead of an actual PDF file.
TurboTax Desktop only supports PDFs from 2022

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

mollyho

Level 2

The answer is simpler: TurboTax, believe it or not (!) does not recognize pdf file, if the pdf is in lowercase. I renamed the file to make the .pdf --> .PDF and immediately it recognized it.

I hope this helps someone

VolvoGirl

Level 15

@mollyho Are you using the Desktop program or the Online version? And on Windows or Mac? Where did you get the pdf file? If you used Turbo Tax or HR Block you should have the actual data file to transfer.

And transferring from a pdf file is generally not worth it. A pdf only transfers very basic info like your name and address and AGI.

Transfer from a pdf
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-pdf-2021-turbotax-windows-cd/L3EOuaOAL_US_en_US

mollyho

Level 2

Desktop version on MAC. The tax file from last year was by H&R block.

As a software engineer, I know this is probably a simple fix in the software, not to look for just "filename.PDF" but both uppercase and lowercase PDF extension.

When the prompts on the screen says that one can download a PDF created by other tax software, but it doesn't 'find' the pdf in the folder, when you as a human see that it is right there, it is extremely frustrating! I had to troubleshoot (simply change the filename extension to uppercase) to figure out that that was the problem.

Yes, you are right, that it only downloads the stats; still, it is annoying if it doesn't do what it claims it can.

So if you are saying thank you for troubleshooting for you, you're welcome! 🙂