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Can I transfer last year's PDF to 2023 TurboTax for Mac?

SOLVEDby TurboTax245Updated 1 month ago

Yes. You can save time and effort by transferring a PDF of last year's return if you used other tax software.

Keep in mind:

  • The PDF needs to be your 1040.
  • 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.
  • TurboTax Desktop only supports PDFs from 2022

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. Sign in to your TurboTax account.
  2. From the File menu, select New Tax Return.
  3. Select Begin.
  4. Under Let's Get a Jumpstart on Your 2023 Taxes, select Use a tax return that's on my computer.
  5. Select your PDF file, then Continue to start the transfer.
  6. Save your new tax file to make sure you don't lose any info and continue to follow the on-screen instructions.

Other Notes:

  • TurboTax Online supports PDF transfers, if you used other tax software last year.
  • TurboTax Mobile and TurboTax Business don't support PDF transfers.

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