Level 5

Question

Importing a prior year 1040 to set up a new client

Forum|Forum|2 years ago
March 4, 2024
3 replies
14 views

Anyone has import prior year 1040 return from pdf file?

I have just noticed when I create new client, you can import prior year return.

So you only can import when you create new client?

If I created new client and send them the invitation and engagement letter, but have not imported their prior year’s tax, can I still import?

Thanks!

This topic has been closed for replies.

sjrcpa

Level 15

You can't import last year's tax return from a pdf into the software

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

S

skyworksAuthor

Level 5

hi

just to confirm, yes you can import information from prior year's return from pdf file.

When you creat new custome, the import option pop up.

The prior year tax data will be show in tax summary for comparison.

Jean

R

ronf56

Level 2

I tried to import the 1040 pdf and I get an error message. The file is smaller than the limit and is a pdf

• Use one of our accepted file formats: .jpeg, .jpg, png, or .pdf.
• Only use standard Form 1040. Other variations (NR, SS, SR) are not supported

Upload failed. Try again.

• Upload .jpeg, .jpg, png, or .pdf files.
• Upload files no larger than 30 MB.

B

Blessed_one4vr

Level 2

I have but only because I got hard copy scanned to pdf first before creating new client since the client's local.

But I too would like the answer to still importing prior year tax after creating new client for remote clients. How can you do that since you have to create new client to be able to get their prior tax return remotely to the portal?

There needs to be a fix for that.

S

skyworksAuthor

Level 5

Thanks for sharing.

It seemed only chance can import pdf copy is when you create the new Client.

After the new client created, you can see prior year's from Tax Summary.

Hope they can make this import more easy after the new client created.

below is the scree of create new client:

Create their client profile and 2023 return
by importing their prior-year 1040

We’ll handle the client and dependent info, and we'll make sure you're all set for year-over-year comparisons.

R

ronf56

Level 2

I am getting the error below when i try to import a 1023 1040. I am not exceeding the size limit of 30Mb and the file is an adobe pdf. Please advise. I tried printing to a pdf but I get the same result

• Use one of our accepted file formats: .jpeg, .jpg, png, or .pdf.
• Only use standard Form 1040. Other variations (NR, SS, SR) are not supported

Upload failed. Try again.

• Upload .jpeg, .jpg, png, or .pdf files.
• Upload files no larger than 30 MB.

George4Tacks

Level 15

If you could get a copy of the 1040 that is 1,000 years older, you might have more luck. You could reduce the file size and try again.

What pdf printer do you use?

Answers are easy. Questions are hard!

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded