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Level 1
April 16, 2021
Question

How can I import data from a PDF version of a tax return to ProConnect

  • April 16, 2021
  • 1 reply
  • 13 views

Hello, I have two situations. 

1. I have to file a 1040X amendment for a return that I have not prepared. My client used TurboTax and filed his 1040 but now he wants me to amend it. I was wondering if there is a way to import his 1040 data (PDF format) to ProConnect so that I can quickly prepare 1040X.

2. I need to prepare 1120S for 2020 and I have their 2019 1120S in a PDF file. I was wondering if I can import the PDF data to ProConnect and create a 2020 return by transferring the data from the 2019 return.

I really appreciate any feedback and information. Thank you! 

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1 reply

sjrcpa
Level 15
April 16, 2021

You cannot import data in pdf format to the tax software.

The more I know the more I don’t know.