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Can I transfer last year's PDF into the 2021 TurboTax for Windows CD/Download software?

SOLVEDby TurboTaxTurboTax Windows375Updated January 12, 2022

You can, if your 2020 PDF is a 1040 return generated through TurboTax, H&R Block, or TaxACT software (Form 1040-SR is not supported for PDF transfer).

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.

Instructions

  1. Sign into your TurboTax account to access returns for 2021
  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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