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Importing a prior year 1040 to set up a new client

by Intuit• Updated 3 weeks ago

When you onboard a new client onto your product, you’ll need to create a tax return for them. To save time, you can import data from a prior year rather than manually enter all the information.

This article will help you:

  • Import a 1040 from a prior year to create a new client and return (Right now only from 2022)
  • View and populate a client summary based on the 1040

If you receive an error message along the lines of "You currently don't have permissions to [action]. Contact your firm's Admin for authorization," either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.

Importing client 1040 from a prior year

Form 1040-SR is not supported at this time.

  1. Go to Clients on the left, and from there select the Add Client button in the upper right.
  2. You will have the option to select an existing client from the dropdown list, or create a new client.
  3. To add a new client and import their 1040 from a prior year, click +Add new and then select Import.
  4. Select Upload from this device to upload a file from your machine or select Get from cloud apps to upload a file from Google Drive or Dropbox.
  5. After you’ve uploaded the file, select Next on the bottom right corner.
  6. Review the client information over the next three steps. Make any adjustments necessary and ensure that it’s all accurate.
  7. After confirming the information and entering any missing client details, select Import data.
  8. Select Go to return to view the full client summary.  
  • Client information
  • Filing status
  • Taxpayer first & last name
  • Spouse first & last name
  • Taxpayer SSN
  • Spouse SSN
  • Complete home address
  • Standard deduction info
  • Dependent first & last name
  • Dependent SSN
  • Dependent relationship
  • Bank routing number
  • Bank account number
  • Bank type
  • Taxpayer occupation
  • Spouse occupation
  • Summary value information (these are summary values only)
  • Total Wages
  • Taxable interest
  • Ordinary dividends
  • Taxable IRA distributions
  • Taxable pensions and annuities
  • Taxable social security benefits
  • Elect to use the lump-sum method for social security benefits
  • Capital gain or (loss)
  • Schedule 1, Line 1: Refunds of state and local taxes
  • Schedule 1, Line 2: Alimony received
  • Schedule 1, Line 3: Business income
  • Schedule 1, Line 4: Form 4797 gains or losses
  • Schedule 1, Line 5: Rent, royalty, partnership, Scorp, trust, estate
  • Schedule 1, Line 6: Farm income
  • Schedule 1, Line 7: Unemployment compensation
  • Schedule 1, Line 9: Other income
  • Schedule 1, Line 11: Educator Expenses
  • Schedule 1, Line 12: Business expenses of reservist, QPAs, and FBOs
  • Schedule 1, Line 13: Health savings account deduction
  • Schedule 1, Line 14: Moving expenses
  • Schedule 1, Line 15: Deductible part of self-employment tax
  • Schedule 1, Line 16: Self-employed SEP, SIMPLE, qualified plans
  • Schedule 1, Line 17: Self-employed health insurance deduction
  • Schedule 1, Line 18: Penalty on early withdrawal of savings
  • Schedule 1, Line 19: Alimony paid
  • Schedule 1, Line 20: IRA deduction
  • Schedule 1, Line 21: Student loan interest deduction
  • Schedule 1, Line 25: Other adjustments to income
  • Line 11: Adjusted gross income
  • Line 12: Standard deduction or itemized deductions (from Schedule A)
  • Line 13: Qualified business income deduction from Form 8995/8995-A
  • Line 15: Taxable income
  • Line 16: Tax (before AMT and APTC)
  • Line 17: Amount from Schedule 2, line 3 (AMT and APTC)
  • Line 18: Add lines 16 and 17 (Tax before credits)
  • Line 19: Child tax credit or credit for other dependents (Schedule 8812)
  • Schedule 3, Line 1: Foreign tax credit
  • Schedule 3, Line 2: Child and dependent care credit
  • Schedule 3, Line 3: Education credits
  • Schedule 3, Line 4: Retirement savings contribution credit
  • Schedule 3, Line 5: Residential energy credits
  • Schedule 3, Line 7: Other credits
  • Line 21: Add lines 19 and 20 (Total nonrefundable credits)
  • Line 22: Subtract line 21 from line 18 (Tax after credits)
  • Line 23: Other taxes, including self-employment tax, from Schedule 2, line 21
  • Line 24: Add lines 22 and 23 (Total tax)
  • Line 25d: Total federal income tax withheld (Add lines 25a - 25c)
  • Line 26: Estimated tax payments and amount applied from prior year
  • Line 27: Earned income credit (EIC)
  • Line 28: Additional child tax credit (Schedule 8812)
  • Line 29: American opportunity credit (Form 8863, line 8)
  • Schedule 3, Line 9: Net premium tax credit
  • Schedule 3, Line 10: Amount paid with Form 4868
  • Schedule 3, Line 11: Excess FICA and RRTA tax withheld
  • Schedule 3, Line 12: Credit for tax on fuels
  • Schedule 3, Line 14: Other payments & refundable credits
  • Line 33: Total payments (sum of lines 25d, 26, and 32)
  • Line 34: Overpayment
  • Line 35a: Refunded to you
  • Line 36: Amount of overpayment applied to next year estimated tax
  • Line 37: Amount you owe
  • Line 38 Estimated tax penalty
ProConnect Tax

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