turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

carsaun
New Member

Cannot upload last year's tax data. Last year had a CD desktop version. Online this year. Requires pdf upload. Get error "Taxpayer's complete Name missing" from pdf.

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Cannot upload last year's tax data. Last year had a CD desktop version. Online this year. Requires pdf upload. Get error "Taxpayer's complete Name missing" from pdf.

Use the tax data file from the 2020 tax return on your computer to transfer to the 2021 online return.

The tax data file will have a file extension of .tax2020 and is by default in the TurboTax folder within the Documents directory.

Cannot upload last year's tax data. Last year had a CD desktop version. Online this year. Requires pdf upload. Get error "Taxpayer's complete Name missing" from pdf.

You can transfer from the prior year on your computer into the Online version. You will need to have the .tax2020 file on your computer. If you used the Desktop program last year here’s How to switch and transfer from the Desktop program into the Online version........
https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbo...

 

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-onli...


If you used the Desktop program before you may notice several differences and 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 .tax2021 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.

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question