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I don't see a way to transfer last year's return from TaxAct to TurboTax online. There are some instructions, but there is no place to upload the pdf file.

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4 Replies

I don't see a way to transfer last year's return from TaxAct to TurboTax online. There are some instructions, but there is no place to upload the pdf file.

A pdf will do so little it is not even worth the trouble.   A pdf will only put in some of your personal information like name, address and SSN.  You can easily key that stuff in for yourself.   A pdf will not transfer employer information, etc. etc.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

I don't see a way to transfer last year's return from TaxAct to TurboTax online. There are some instructions, but there is no place to upload the pdf file.

In addition to importing personal information, I expect TurboTax Online to show side-by-side comparison of last year vs this year if it has previous year's data. I am using TT for the first time and loved that feature of TaxAct.

I don't see a way to transfer last year's return from TaxAct to TurboTax online. There are some instructions, but there is no place to upload the pdf file.

 

 

Transferring from a pdf file is limited.  And you can't transfer from a 1040SR pdf.  You should try to Transfer from the .tax file.  Here's a couple links to explain more.....  https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...

 

PDF vs .tax file

https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/difference-tax-data-file-pd...

I don't see a way to transfer last year's return from TaxAct to TurboTax online. There are some instructions, but there is no place to upload the pdf file.

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