Skip to main content
Level 1
June 11, 2020
Question

How do I import data from 2018 return to 2019 return

  • June 11, 2020
  • 2 replies
  • 14 views
No text available
This topic has been closed for replies.

2 replies

itonewbie
Level 15
June 11, 2020

Provided the 2018 return was prepared within your account with PTO, simply create a new return for 2019 and you will be prompted to choose which 2018 return you want to roll over from.

---------------------------------------------------------------------------------Still an AllStar
Level 5
June 11, 2020

Hi Are you looking for import 2018 tax return from other sytem than PCO into PCO?

 

I have done once imported from 2018 Turbotax to 2019 PCO. You can search that or ask customer service give you instruction. 

But what i was looking for was import (convert) 2018 turbotax to 2018 PCO, so I can have a base year return match to what was filed in other system.

 

Since then when I have new customer, I will manually enter their prior year tax as filed in PCO.