Import from PDF
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.
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Answers
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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.
