TT 2022 Home and Business will not import previous year's return

[Carl]

TurboTax will only import "personal data" from a PDF file. it will not import any information past the "My Info" screen. You need to be importing from the .tax2021 file. Not the PDF file.

[Junklessnow]

Delete.

[Carl]

I am having the exact same issue (but with TT Premier) with not being able to import last year's TT pdf file.

Again, you can not import anything beyond the "My Info" data from a PDF. You never could. You *need* to import from the .tax2021 file if you want to import everything.

[Junklessnow]

Delete.

[DoninGA]

TurboTax stores, by default, all tax data files any PDF's saved in the Documents directory and within the TurboTax folder.

A tax data file is created and updated every time you save the file, either when exiting the program or if you save the file by clicking on the File menu in the upper left of the desktop program screen and then click on either Save or Save as...

[ASF01]

Actually, my review of the support session I had (which was very negative given the technical difficulties and lack of resolution) prompted a call back from a manager.  She clearly stated that TT SHOULD definitely import a PDF file from the previous year.  She promised to escalate the issue and assured me I would hear something back if the issue was resolved....Unfortunately, it's the "sound of silence"!!

[ASF01]

Exactly the point I made and confirmed by the TT manager who f/u'd with me.

[ASF01]

Yes.  Even more disappointing was in addition to receiving no further f/u from the manager or technical support, two days ago I received a message from TT support advising that my case had been closed!

[Critter-3]

TurboTax will only import  TRANSFER "personal data" from a PDF file. it will not import  TRANSFER any information past the "My Info" screen. You need to be importing TRANSFERRING  from the .tax2021 file. Not the PDF file.

If you have access to the prior year return and can get the PDF then you can also get the .taxfile... if you need help in that regard post what program you used for the 2021 return for instructions on how to get the correct file you need for transferring. 

This has always been the situation and always will be and no amount of complaining will change this sitation.   A PDF is only a picture of the return and not the working tax file.   Trying to transfer from a PDF is like showing a picture of your injured pet to a VET and asking them to do surgery on them without actually touching them.  

[ASF01]

My experience -- as well as the comments from an apparent support manager -- seem to differ with your comments.

[VolvoGirl]

Have you seen this Help Article on Tax files vs PDF files. It says PDF has Limited Transfer Ability
https://ttlc.intuit.com/community/tax-data-file/help/what-s-the-difference-between-the-tax-data-file...

[Anonymous_]

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@VolvoGirl wrote:

Have you seen this Help Article on Tax files vs PDF files. It says PDF has Limited Transfer Ability
https://ttlc.intuit.com/community/tax-data-file/help/what-s-the-difference-between-the-tax-data-file...

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That link has been posted at least once already in this thread. 

Having read all of the posts by @ASF01 I, personally, am thoroughly convinced that @ASF01 has been transferring .taxXXXX files throughout the years but was simply unaware of that fact, instead believing that the files "trasnferred" were the PDFs that were saved.

[VolvoGirl]

Here's another idea.  If you get the 2021 program installed see if you can transfer from 2020 into a new 2021 return.   Maybe try to recreate your 2021 return or not.  Then save it, go up to FILE-SAVE.  That will give you a .tax2021 file you can transfer into 2022.  That might get you more than transferring a pdf file like get  some carryovers, etc.  

You're on Windows, right?  You don't have any files ending in .tax or .tax2019 or .tax2020 etc?  How did you remove or delete all the Turbo Tax files?  Maybe it left the tilde ~ files?   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.

The ~ is a tilde file. Those are temporary files that you normally don't see and normally are deleted. But now Turbo Tax is leaving them in the folder in case something happens like if your file gets corrupted or lost or your computer crashes. Then you can go back. If you can't transfer from the regular file you can transfer from the ~ file.

Find your Tax file in Windows
https://ttlc.intuit.com/community/tax-data-file/help/find-your-tax-data-file-tax-file-in-windows/00/...

[Carl]

Tilde files. Good one! If you do find any such files, there will probably be more than one. Use the one with the most current date/time under the "last modified" column.

[ASF01]

Good ideas; I will check for such files.  I am more excited about trying to import my 2020 PDF into a reinstalled version of the 2021 program.  I'll let you know what happens. 

As to the ability to import from PDF files, I would note again that I shared the various comments in the forum about being unable to import/transfer from PDF files (even if only limited in scope) with the manager who reached out to me regarding this technical issue.  She emphatically stated that one should DEFINITELY be able to import/transfer from a PDF file and that such behavior was normal for TT.