david3
Level 8

I've seen articles about importing new clients' prior year TT returns but I can't find anything about importing a new client's prior year PS tax return.

I have a new client with tons of historical rental properties' fixed assets and depreciation schedules. The pdf copy of the prior year tax return looks like the tax preparer used PS. Has anyone been able to import a prior year pdf copy to a new client's current tax return?

I'm a little suspicious that it may be more trouble and not save time. However, I thought I would check to see if anyone had success importing a prior year return.

Thank you.

 

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