Import from PDF

Question

Where do I go to import last year's PDF?

Last year, I had started a return out of curiosity, but never completed, because I continued to use another vendor's desktop software like I have been for a couple of decades.

When I started the 2024 return, I opted to carry over the incomplete 2023 data. But I now want to import my 2023 PDF generated by  the other vendor to have more complete information in the return. I can't find the place where I can clear my 2024 return and/or import 2023 PDF.

MatthewD · Answer

Hi TaxM,

The prior year tax return import feature is only available when you are creating a brand new account.  You won't be able to import a 2023 return on an existing account, but you can create a new account.