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@jimmieisb wrote:
.....I do not have .Tax File, it's only PDF. Can some one help me with this?
Not really. With a PDF you're only going to get a bare minimum of information transferred in.
Sorry, I wouldn't bother trying to transfer from a pdf. It only transfers very basic info like your name and address and AGI. Are you wanting to fill out a 2023 return from a 2022 pdf or a 2023 pdf? You can only transfer from 2022. You can not import a 2023 return into 2023. Or are you asking about transferring into next year's 2024 return? Anyway you can not import all the info from a pdf file.
I am trying to figure out, if I should do my 2024 taxes with TurboTax or not. If I can not upload my 2023 returns and associated data from my pdf file into TurboTax, then it’s gonna be a lot of work I guess to correctly fill in the complex data (not just basic data) from my 2023 returns. I faced same situation in 2021-22. N I had to dump TurboTax that year too, because the tax preparer here (full service package), asked for a .tax file n I don’t have it. It was a deal breaker. So I guess same thing still applies. Hence TurboTax may not be best option for me.
That is correct. Without a tax file, you would need to type in everything manually.
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