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.
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