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Can I transfer last year's PDF into TurboTax Desktop 2023?

SOLVEDby TurboTax550Updated January 30, 2024
  • You can transfer basic information if your 2022 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer) A tax data file will provide a more complete import.
  • Be aware that in some cases TurboTax won't be able to read the PDF, for example, if it's password-protected or is a scanned copy of a PDF instead of an actual PDF file.
  • TurboTax Desktop only supports PDFs from 2022

Instructions

  1. Sign into your TurboTax account to access returns for 2023.
  2. Choose New Tax Return from the File menu.
  3. Select Start a New Return.
  4. When you get to the transfer screen, select Browse.
  5. Navigate to your PDF file, select Open, and follow any onscreen instructions.

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