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Level 1
February 26, 2025
Question

How can I retrieve the past year tax return

  • February 26, 2025
  • 1 reply
  • 4 views

 I was using Proconnect under someone else's account. Now I am filing taxes of my own. How to purchase this software? How can I retrieve the past year tax return? 

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1 reply

George4Tacks
Level 15
February 27, 2025

First, be aware you can NOT efile without an EFIN.

You would need to contact support to see about importing your return from the prior account.

How to contact support.
https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-tax-help/L031xWrR5_US_en_US?src=g4t

You can import 2023 using the pdf copy you should have and it would get you a starting point.  

https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/importing-prior-year-1040-set-new-client/L3AmIb0K6_US_en_US?uid=m7npvh2o$src%20G4T

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