topic Is there any way to merge returns completed by a CPA with those completed by TT? in Get your taxes done using TurboTax

Is there any way to merge returns completed by a CPA with those completed by TT?

prynciss — Mon, 09 Mar 2026 08:52:50 GMT

I've used TT for the past 9 out of 10 years (used a CPA instead 1 time). I'm reporting major changes this year (sold property). Will something be left out of the calculation of key figures given that I'm missing 1 year in TT? Is there a way to merge the return my CPA did with my TT returns?

Re: Is there any way to merge returns completed by a CPA with those completed by TT?

Mike9241 — Mon, 07 Mar 2022 17:38:11 GMT

if the CPA did the return in an earlier year and if you properly transferred that return data to your next year's TT return everything should be OK. we have no way of knowing if you did this or even whether what the CPA did was correct. if you are uncertain, perhaps use a pro to review the prior and current returns

there is no way to merge data and even if there was you could easily end up with bad data

Re: Is there any way to merge returns completed by a CPA with those completed by TT?

prynciss — Mon, 07 Mar 2022 17:51:51 GMT

I'm sorry, that's actually my question -- you mention "if you properly transferred that return's (sic) data". Is there a way to transfer the data from the CPA prepared return? If not, will I just not be able to use TT anymore going forward since that year will be lost? It seems accountant's can access returns filed by TT but not the other way around.

Re: Is there any way to merge returns completed by a CPA with those completed by TT?

Critter-3 — Mon, 07 Mar 2022 17:59:54 GMT

Sorry but you will not be able to import or transfer from the CPA to the TT system ... there is no way to do it. When you return you will need to enter the new info from the CPA to the TT account as needed but the history will be broken.