turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Import issues with 2023 PDF when missing .tax2023 file

My original tt tax2023 file was lost due to a stupid error on my part so all I have is the full pdf backup for 2023. 

What will  TurboTax not do that I need to take into account. For instance, TT 2024 imported my 2023 PDF without complaint but did not include any of the carryover losses. I had to enter them manually visiting the "Capital Loss Carryover" section myself. No big deal and I was able to enter the information needed but since that info came from the PDF backup, why didn't TT do this for me and what else is TT missing?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
JotikaT2
Employee Tax Expert

Import issues with 2023 PDF when missing .tax2023 file

There have been some changes in the program which may account for some of the information not transferring over.  

 

Make sure you are signed in using the same credentials that you used last year. You can use this link to verify any accounts you may have under your information.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Import issues with 2023 PDF when missing .tax2023 file

This is regarding importing last year's pdf on the desktop app. Jas nothing to do with signing in.

Import issues with 2023 PDF when missing .tax2023 file

only very limited data can be imported from a pdf. usually little more than personal info

Import issues with 2023 PDF when missing .tax2023 file

So the answer to my question about what else is missing is EVERYTHING. According to your answer, Turbotax doesn't import any financial or tax information from the previous year when importing from a pdf. It didn't even import my daughter's personal information. I had to re-enter that as well.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question