kingom17
New Member

Only partial data transfering to 2017 tax file from 2016 PDF file. Schedule E data not transfering. How to rectify?

 
SteamTrain
Level 15

Business & farm

You will need to enter those values manually in the 2017 software.

....OR search around more for your original .tax2016 datafile and transfer that instead.

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Perhaps you don't realize it, but right now, the PDF import brings in very little information, other than names, SSN, DOBs and AGI from the prior year.  There is a software project to bring in a lot more in the future, but right now, very little imports from a PDF file

*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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