topic Upload of 2019 pdf tax return failed. What to do? in Get your taxes done using TurboTax

Upload of 2019 pdf tax return failed. What to do?

davidhcox — Thu, 31 Dec 2020 20:11:22 GMT

Re: Upload of 2019 pdf tax return failed. What to do?

SteamTrain — Thu, 31 Dec 2020 21:53:11 GMT

Probably...just go ahead and enter your information manually.

The PDF uploads transfer so little info as to be almost useless...just names birthdates and AGI ("supposedly" )...so it's really not very useful and you could have entered that all manually by now.

Re: Upload of 2019 pdf tax return failed. What to do?

VolvoGirl — Thu, 31 Dec 2020 21:59:00 GMT

How did you do your 2019 return? Did you use the Turbo Tax Desktop program or another company? If you used Turbo Tax you need to transfer the data file ending in .tax2019.

Are you using the online version? How to transfer into Turbo Tax Online, including from a pdf file or other software or from the Desktop program

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

Re: Upload of 2019 pdf tax return failed. What to do?

deborah-iskandar — Mon, 25 Jan 2021 14:56:55 GMT

How can we tell Turbotax to be smart? I did my taxes from desktop for 15 years, and want to switch to on-line. Its absolutely ridiculous that you can't transfer your turbo tax file from the download version to the on-line version. Yes, the upload PDF DOES NOT WORK I have many rental properties with tax loss so it would be a nightmare to re-input all the details. Can we have a boycott until Turbo tax enters the 21st century? I've never seen such a poorly managed company! I'm sure I'm not the only one with this issue and too complicated to switch to another company.

Re: Upload of 2019 pdf tax return failed. What to do?

SteamTrain — Mon, 25 Jan 2021 15:18:44 GMT

@deborah-iskandar

TTX "Onlne" Does offer a way to upload the "prior" year's full .tax2019 datafile, with all it's details, into the 2020 Online software. You just can't upload a 2020 .taxfile into Online 2020

So you should be able to do want you want and get all the details....but you'll hate the Online software if you've been using desktop for years. (no "Forms Mode" , and the interview flow can get convoluted)

Re: Upload of 2019 pdf tax return failed. What to do?

SteamTrain — Mon, 25 Jan 2021 15:23:09 GMT

@deborah-iskandar

Here's the FAQ instructions (and Online Premier is required for rental properties):

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/01/859756

Re: Upload of 2019 pdf tax return failed. What to do?

VolvoGirl — Mon, 25 Jan 2021 15:59:06 GMT

@deborah-iskandar

You will need to have the .tax2019 file on your computer. If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

If you already started an online return you will have to clear it and start over to transfer. How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

If you used the Desktop program before you may not like the online version. It has less features and no Forms Mode. You can only do 1 return. Your return is only saved online so be sure to save both the .tax2020 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.

Re: Upload of 2019 pdf tax return failed. What to do?

Anonymous — Thu, 29 Jul 2021 11:08:57 GMT

There is far more than that basic information in more complicated returns. Rental properties, business deductions, depreciated assets, tax loss harvesting, etc. They really need to get this fixed.

Re: Upload of 2019 pdf tax return failed. What to do?

Critter-3 — Thu, 29 Jul 2021 14:00:58 GMT

@Anonymous

You tacked onto an old thread which asks a question which is answered correctly 3 times ... if you have the same question read the postings above yours for the answer.

Re: Upload of 2019 pdf tax return failed. What to do?

Anonymous — Thu, 29 Jul 2021 14:12:22 GMT

Nope, no question at all. Just pointing out that there is far more valuable information that needs to be transferred than the post I was responding to indicated.

Re: Upload of 2019 pdf tax return failed. What to do?

VolvoGirl — Thu, 29 Jul 2021 14:25:40 GMT

Yes the PDF only transfers basic personal info. But the data file ending in .tax2019, .tax2020 etc. will transfer EVERYTHING. You can download the .tax file from an online return to transfer into the next year's Desktop program. Or transfer a .tax file on your computer into the Online web version.