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How do. take a CPA 2020 tax return and enter it into TurboTax 2020?

First time using a CPA for taxes, and want to keep a TurboTax record for every year (just as I have for all the prior years.). I have the full return from the CPA and want to now enter it into TurboTax...mainly data entry of the forms.

 

I understand that some form fields require calculations to work. How do I get this into TurboTax 2020 without going through guided walk-through (as it is possible some information will be missed or otherwise not matching the CPA return if I am not able to enter the numbers in their respective fields. 

 

TT 2020 Desktop / Mac

 

 

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2 Replies

How do. take a CPA 2020 tax return and enter it into TurboTax 2020?

Even if you successfully entered the return your CPA did for you

I don't think TurboTax Online will indefinitely keep your return entered by you if you don't pay them.

At best, It will sit as an unfinished tax return for the year 2020, therefore it won't be part of your history and you will still have a gap.

roman1948
New Member

How do. take a CPA 2020 tax return and enter it into TurboTax 2020?

A CPA was already helping me and we got disconnected and he keeps texting me and when I push and the numbers to respond it doesn’t go through

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