You can transfer basic information if your 2022 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer) A tax data file will provide a more complete import.
- Be aware that in some cases TurboTax won't be able to read the PDF, for example, if it's password-protected or is a scanned copy of a PDF instead of an actual PDF file.
- TurboTax Desktop only supports PDFs from 2022
Instructions
- Sign into your TurboTax account to access returns for 2023.
- Choose New Tax Return from the File menu.
- Select Start a New Return.
- When you get to the transfer screen, select Browse.
- Navigate to your PDF file, select Open, and follow any onscreen instructions.
See this TurboTax help article for more information and links.
See this article for instructions to import a PDF return using a Mac computer.
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