You can transfer basic information if your 2023 tax return is a PDF of a 1040 return generated through H&R Block, A tax data file will provide a more complete import.
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.
Here's how to transfer your PDF into TurboTax Desktop:
- Sign into your TurboTax account to access returns for 2023.
- Choose "New Tax Return" from the File menu (top left of screen).
- Select "Begin" or "Start a New Return"
- On the screen that says "Let's Get a Jumpstart on Your 2024 Taxes", select "Use a tax return that's on my computer".
- Follow the on-screen instructions.
Click here for Can I transfer last year's PDF into TurboTax Desktop 2024?
Click here for What's the difference between the tax data file and the PDF?
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