How can I take a PDF of a 2017 return and import the data into 2018?

Forum|Forum|6 years ago
December 7, 2019
3 replies
21 views

I have a PDF of our 2017 partnership return but I don't not have the lacerte files. What can I do to import this PDF into lacerte 2018?

Lacerte Tax

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Best answer by abctax55

Unfortunately, Lacerte doesn't have that capability.

abctax55Answer

Level 15

Unfortunately, Lacerte doesn't have that capability.

HumanKind... Be Both

L

laboheme

Level 2

Are there any 3rd party software programs that will convert the 1040 so it can be imported into Lacerte? Thanks.

George4Tacks

Level 15

You can not.

It is often a good idea to do the input in 2017, maybe not all the detail, but at least the big numbers. Get the return to match what was filed, verify depreciation and how the state is computed. That will also give you carryovers.

IF YOU ARE REP, use all 9's for the EIN and there will be no charge. After you proforma to 2018, change the EIN to the real thing.

Answers are easy. Questions are hard!

abctax55

Level 15

You might ask the prior preparer to provide a copy of the actual Lacerte file; I've provided/received the files that occasionally (as a professional courtesy...)

ARE you a professional tax pro, or are you using Lacerte to do your own return?

HumanKind... Be Both

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