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Phil L
Level 3
June 20, 2021
Question

import 2019 pdf into 2020 proseries pro

  • June 20, 2021
  • 2 replies
  • 21 views

A new client provided me with a hard copy of 2019 tax return.

I can scan the 2019 federal return to a PDF format.   How to import the PDF into 2020 Proseries Pro

 

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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
June 20, 2021

You cant.  ProSeries will not pick up a tax return in PDF format to import as a tax file.

You have 2 choices, use the 2019 program and recreate the clients 2019 return, then transfer it into 2020.  Or begin a new 2020 return and manually input any permanent items and carryovers.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    P
    Phil LAuthor
    Level 3
    June 20, 2021

    Thanks for the info Lisa.  😊

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