@Carl wrote:
.......what could be imported from a PDF was extremely limited and not all-inclusive. From the test I just did, that hasn't changed.
I did the same test (with several test returns, actually) and can confirm that nothing has changed; the information imported (transferred) was limited to name, address, SSN, and other basic information. None of the test transfers even managed to include the (fake) phone number although they did manage to import the prior year AGI.
If other information was imported/transferred, such as prior year information concerning the types of income/deductions that were entered (e.g., W-2s, 1099s, 1098s, et al), then the .taxXXXX file was used, not a PDF.
