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I've used the desktop version of TurboTax for years. When I try to upload my 2022 pdf to TurboTax it's not filling in all of my information like the desktop software does

Am I doing something wrong?
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I've used the desktop version of TurboTax for years. When I try to upload my 2022 pdf to TurboTax it's not filling in all of my information like the desktop software does

No you're not doing anything wrong.  You should not transfer from the pdf file.  It us limited.  It only transfers basic info like name, address, ssn and AGI.   You need to transfer from the .tax2022 data file.  That's what you've been transferring each year to the Desktop program.


Are you using the Online version this year?

You will need to have the .tax2022 file on your computer.  If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-...

 

If you already started an online return you will have to clear it and start over to transfer.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2023 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

 

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