How do I transfer last year's return from Taxact into TurboTax Online?

[mincj3]

I've used TaxAct for any years and consider to swtch to TurboTax. How do I transfer my 2023 tax into 2024 TurboTax so the unallowed loss in 2023 from k-1 can be transferred into TurboTax?

[xmasbaby0]

How to transfer last year’s return? 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...

[mincj3]

I read it before, but it doesn't give details on how to do so.  The description "Select the method you used to file last year and use the help links and instructions to transfer your PDF .... " doesn't tell us where to select the method from and where is the link.

[xmasbaby0]

@mincj3 Sorry---the disappointing news you did not understand is that when you transfer only a pdf---you get very little--if anything---from the pdf.    You will be lucky if the pdf you are trying to use enters your name, SSN and date of birth.

[VolvoGirl]

If you buy the Turbo Tax Windows Desktop program and have the actual data file (not the pdf)  from TaxAct  you may be able to transfer it.

See…..Transferring from TurboTax for Windows, H&R Block, or TaxACT
https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...

[mincj3]

Is it possible to do so with TurboTax Online Premium which I bought?  I only need one tax software for 2024 so haven't bought another window desktop TurboTax.

[VolvoGirl]

No only possible in the Windows Desktop program.  You already paid for the Online version?  You don't normally pay until you are ready to file.  How did you pay for Online Premium before starting?  

[mincj3]

The financial firm I had account paid for it as a special offer for me.