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Level 2
May 13, 2020
Question

How can i upload a prior years return into lacerte?

  • May 13, 2020
  • 3 replies
  • 20 views
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3 replies

sjrcpa
Level 15
May 13, 2020

Upload from what? Another software? A Lacerte file from another preparer? A pdf copy?

The more I know the more I don’t know.
dana3Author
Level 2
May 13, 2020

A scanned copy of last years return - rather than re-entering all the info

sjrcpa
Level 15
May 13, 2020

Can't be done.

The more I know the more I don’t know.
George4Tacks
Level 15
May 13, 2020
Use eye to brain to hands to fingers to keyboard as the import method. Unless you are amending, you can put in some summary things instead of all the detail, e.g. 1 interest income, lump all Sch C & E expenses instead of listing.
PDF to tax return has never existed for any year, current or past.
Answers are easy. Questions are hard!
George4Tacks
Level 15
May 14, 2020
Answers are easy. Questions are hard!
George4Tacks
Level 15
August 3, 2021
This will NOT create a full 1040 from a 1040 pdf.
Your links are for importing other data into an existing 1040.
Answers are easy. Questions are hard!
Level 2
August 3, 2021

You're right, 1040 isn't on the list of

Lacerte Tax Scan and Import

Sold separately

it's funny that they wouldn't support it when it's so basic. I would guess that they're currently working on the components separately.