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New Member
posted May 18, 2025 12:35:05 PM

How do I import the previous year's 1065 if this is the first time I am using TurboTax?

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5 Replies
Level 15
May 18, 2025 12:36:57 PM

you can't. start from fresh

New Member
May 18, 2025 12:41:04 PM

But what about the taxes and finances reported from 2023? All that needs to be from scratch?

Level 15
May 18, 2025 12:43:32 PM

Sorry yes.   You will enter any 2023 info it needs as you fill it out.  You know you need to buy the Turbo Tax Business program for Windows?  In addition to a personal version for your 1040 return.

 

TT Business is not available to do online or on a Mac. You can buy the Windows Desktop Business program here,
https://turbotax.intuit.com/small-business-taxes/cd-download

 

Window System Requirements
https://ttlc.intuit.com/community/system-requirements/help/minimum-system-requirements-for-turbotax-windows-software/00/26175


New Member
May 18, 2025 12:54:41 PM

So basically you are telling me I can only do this on windows? I cannot even do this online? I have a Mac only so that will be a challenge :).

 

Are you sure? That sounds really bad ...... 🙂

 

Level 15
May 18, 2025 12:59:07 PM

If you have a Mac there is a way to do Business returns. There is an online Business service, LIVE Assisted or LIVE Full Service Business which is separate from the Desktop installed Business program. It is not for 1041 Trust/Estate returns. You can see them here.  The online versions are a lot more expensive.
https://turbotax.intuit.com/small-business-taxes


Live Assisted Business
https://turbotax.intuit.com/personal-taxes/online/live/business-taxes


Live Full Service Business
https://turbotax.intuit.com/personal-taxes/online/live/full-service/business-taxes