Seems that import from PDF is not working

Forum|Forum|6 years ago
February 9, 2020
3 replies
0 views

based on the help link

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145/message-id/458

which says you can import a pdf of 1040 which brings over 100 values including deductibles and carryovers.

The import is not working all it brings over is the personal information and income. This PDF was generated last year by my CPA using Drake Tax.

So I tried to import from a PDF generated by TurboTax desktop from 2017, it too fails to bring in deductibles carryovers and schedule E.

BrandiLO

Level 14

Please click here for the instructions for importing a PDF file for 2018 that was created using TurboTax, TaxACT or H&R Block. Please note, the PDF must be an original PDF and not a scanned copy. It also must be the 2018 return from either TurboTax, H&R Block, or TaxACT. I do not see Drake Tax as a supported software. If you prefer to speak with an agent, please click here to get in contact with customer care.

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amrit46Author

Level 2

I saw that link, thanks. Even if I try an older year TurboTax software it fails to load a PDF generated by TurboTax

I.E TT 2017 fails to import a PDF generated by TT 2016. The video at https://turbotax.intuit.com/tax-tips/brand/video-how-we-make-it-easy-to-transfer-last-years-info/L6dCzx14b states a CPA generated PDF can be loaded.

TeamBarney

Level 2

I spent 20 minutes waiting for my old computer to boot up so I could copy last year's PDF, I uploaded it like it asked and it said it was successful..and then it didn't 'transfer' over a single thing, not even our social security numbers. I think it's a joke or some weird data collection opportunity.

MaryM428

Level 11

The pdf import only brings over personal information and the previous year's AGI. All other information from the previous year will heed to be entered manually. To bring over all of the previous year's information you would need a TurboTax tax file.

How to Transfer Last Year's Return

FritzVold

Level 2

HRBlock pdf tax file failed to be imported by turbotax.