Carl
Level 15

Get your taxes done using TurboTax

Why is TurboTax 2020 not able to access data from 2019 return

Because whatever file you were provided by your CPA was not done with TurboTax 2019. Your CPA used a professional program, such as Lacerte' or ProSeries. Neither can be imported by TurboTax.

Lacerte' and ProSeries are professional tax preparation programs used by licensed tax professionals.

TuboTax is a personal program used by tax filers who want to self-prepare and self-file their own tax returns. The personal use program can not, does not, and will not import from or export to the professional programs.

 

Additionally, TurboTax will only import *extremely* limited data (basically, only the information under the Personal Information tab) from a PDF file, and only if that PDF file was saved from the TurboTax program.