Upload Previous Tax Year Data

Forum|Forum|1 year ago
March 11, 2025
1 reply
47 views

I am using TurboTax Premium for the first time. Last year's taxes were done by an accountant. I have a digital copy of Federal and State Taxes. When I attempt to upload my 2023 Federal forms i receive the following error message: The selected file is NOT a previous year tax file or it is corrupted.

Well the file is certainly 2023 and should not be corrupt. What are the necessary parameters that TurboTax requires to upload data? Do i need to not use the .pdf file type? I need more clarity because if TurboTax can't even perform this tax I have serious questions about its capability?

TurboTax Deluxe Online

xmasbaby0

Level 15

You get very little from a pdf. In order to transfer 2023 to 2024 you need the tax file .tax2023

How to transfer last year’s return?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

stackman1Author

Level 2

I am not sure what you mean when you say - 'You get very little from a pdf.' The pdf reflects all my 2023 tax data. So TurboTax cannot handle a pdf? What is my option?

VolvoGirl

Level 15

Transferring from a pdf file is very limited and not worth doing. The pdf only transfers basic info like your name, address, ssn and AGI. You need to transfer from a Turbo Tax data file ending in .tax2023. But since you didn’t use Turbo Tax you can’t do that. You will have to enter any 2023 info manually as you go along if it asks for it.

How to transfer into Turbo Tax Online, including from a pdf file or other software or from the Desktop program

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953