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Level 1
posted Feb 16, 2021 5:09:43 AM

I have used turbo tax every year since 2006. However in 2019 my business accountant did my returns. Can I upload 2019 to turbo tax?

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1 Replies
Expert Alumni
Feb 16, 2021 8:42:07 AM

If your accountant uses ProSeries or other commercial software, no, you won't be able to upload your 2019 tax file to your 2020 return. However, you may be able to transfer some data from a PDF. See Transferring from a PDF.

 

Note: TurboTax does not transfer information that requires complex calculations, like depreciation.

 

We'll transfer over 100 fields to help you get a head start on your return, including:

  • Names and other personal info
  • Social Security numbers
  • Addresses
  • Employer and business info
  • Income forms such as W-2s and 1099s
  • Credits and deductions
  • Refunds and tax owed amounts
  • Capital losses
  • Disallowed deductions
  • Credits carried over to subsequent years
  • Tax schedule information
  • E-file signatures if you successfully e-filed last year.

If you're required to file an income tax return, generally, any amount included in your income is taxable unless it is specifically exempted by law. Income that is taxable must be reported on your return and is subject to tax. Income that is nontaxable may have to be shown on your tax return but is not taxable.