Hello,
I filed my 2023 Federal and State tax returns on Turbotax Home and Business desktop version.
I had received a one time bonus from my prior employer prior to 2023 but had a vesting period, as I left prior to the vesting completion, I had to repay the unvested portion of the bonus. I had paid federal and state taxes on the bonus in the prior tax year prior to 2023.
In order to obtain a tax refund for the over tax paid for the bonus that I had to return to my prior employer, I hired a CPA to file an amended 2023 tax return. The CPA provided me with a PDF but not original tax file after filing the 2023 amendment. I received a federal and state refund for the tax I had paid for the returned bonus amount.
I now downloaded 2024 Turbotax home and business. The prior non amended 2023 tax return is recognized in the software. However. when I try to upload the PDF of the amended 2023 return, Turbotax states that: "The import was unsuccessful. The file you selected is too big. Make sure you selected the right file. Don't worry, if it's still too big, we'll help you enter your info manually so you can keep working on your taxes."
Would appreciate any guidance. Do I need to request the raw tax data file from the CPA? I have an independent contractor business as well as rental homes with depreciation schedules, etc so would prefer not to have to enter all the info manually.
Thank you very much.
