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Get your taxes done using TurboTax
There is essentially no way to transfer information from a 2022 tax return prepared by a CPA into your 2023 tax return in TurboTax. The only formats that 2023 TurboTax can transfer information from are a .tax2022 TurboTax data file or certain PDFs. No professional tax software produces a .tax2022 file. Transferring from a PDF, if it works at all, will only transfer minimal information, generally just your personal information such as name and address, and perhaps your AGI.
So you really have to just start your 2023 tax return from scratch, without transferring any information from 2022. When information from your 2022 tax return is needed, enter it manually.
‎January 16, 2024
5:10 PM