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I've used TurboTax for years. When I try to upload my 2021 pdf to TurboTax it's not able to do it? How do I get this to upload?

This is a new laptop, so the 2021 TurboTax isn't on it, so I need to load it up with the pdf.  My taxes are complicated, so I don't want to have to type ALL of my old info in!!!
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I've used TurboTax for years. When I try to upload my 2021 pdf to TurboTax it's not able to do it? How do I get this to upload?

Did you use the Desktop CD/Download program last year?  And this  year?  You need to have the data file ending in .tax2021 to transfer into 2022, not the pdf.   You don't need to install the 2021 program just copy the .tax2021 file over using a usb drive.   Do you still have the old computer?  Can you find the .tax2021 file?  If you are on Windows it should be in your Documents then in a Turbo Tax folder.  Or search the whole computer for all files ending in .tax or .tax2021.

 

If you don't have the main .tax file you might have one that starts with a Tilde sign ~ like "~your name.tax2021". That file is if your computer crashes or your real file gets lost or deleted or corrupt so you can restore it.

 

What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Also if you haven't done it, I would open each year in the program and save it as a pdf file, go to FILE - SAVE TO PDF so you don't need the program installed to view your return. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.


You only need the tax return data file ending in .tax2021 to transfer into 2022. You don't need to install older programs unless you need to amend or you didn't save the pdf file.


See this article on how to move your tax return to another computer…….
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-compu...

 

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I've used TurboTax for years. When I try to upload my 2021 pdf to TurboTax it's not able to do it? How do I get this to upload?

Where did you complete the 2021 tax return?  Get the tax data file for 2021, it will have a file extension of .tax2021.  Transfer the tax data file to the 2022 tax return, not the 2021 PDF.  The PDF will only transfer minimum information like your personal info and the 2021 AGI.

I've used TurboTax for years. When I try to upload my 2021 pdf to TurboTax it's not able to do it? How do I get this to upload?

Did you use the Desktop CD/Download program last year?  And this  year?  You need to have the data file ending in .tax2021 to transfer into 2022, not the pdf.   You don't need to install the 2021 program just copy the .tax2021 file over using a usb drive.   Do you still have the old computer?  Can you find the .tax2021 file?  If you are on Windows it should be in your Documents then in a Turbo Tax folder.  Or search the whole computer for all files ending in .tax or .tax2021.

 

If you don't have the main .tax file you might have one that starts with a Tilde sign ~ like "~your name.tax2021". That file is if your computer crashes or your real file gets lost or deleted or corrupt so you can restore it.

 

What I would do on the old computer, is copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Also if you haven't done it, I would open each year in the program and save it as a pdf file, go to FILE - SAVE TO PDF so you don't need the program installed to view your return. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.


You only need the tax return data file ending in .tax2021 to transfer into 2022. You don't need to install older programs unless you need to amend or you didn't save the pdf file.


See this article on how to move your tax return to another computer…….
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-compu...

 

I've used TurboTax for years. When I try to upload my 2021 pdf to TurboTax it's not able to do it? How do I get this to upload?

You are my HERO!!  With this info, I looked on my external hard drive that I back up to and there was my .tax2021 file! I saved it to my laptop, and it uploaded.  Thanks so much!! You rock!

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