TurboTax FAQ
TurboTax FAQ

Can I transfer from a PDF into 2016 TurboTax for Mac?

Yes!  You can save time and effort by transferring a PDF of last year's return whether you used other tax software last year, or used an accountant or tax service (H&R Block, etc.)

  • You can't transfer a PDF from TurboTax Online.

Keep in Mind:

  • The PDF needs to be your 1040, 1040A, or 1040EZ.
  • The program accepts PDFs from a range of providers but not all of them.
  • After uploading your PDF, you’ll have a chance to update your information from last year’s return.

In certain situations, the program might not accept a PDF, such as when it’s password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. If this happens, don’t worry, we’ll guide you through typing in your info.

Instructions:

  1. Open TurboTax 2016.
  2. Select Start a New Return.
  3. Click Start.
  4. In the Browse for Your Return section, click Browse.
  5. Search and select your PDF file, then click Open.
  6. Your information will transfer into TurboTax.
  7. After the transfer is complete, check the screen for any special instructions. If none, click Continue.
  8. Now save your new tax file to ensure you don't lose any info and continue to follow the on-screen instructions.

Other Notes: 

  • TurboTax Online supports PDF transfers, if you used tax software other than TurboTax last year, or you used an accountant or tax service (H&R Block, etc.)
  • TurboTax Mobile and TurboTax Business do not support PDF transfers.

 


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