You can save time by importing last year's return into this year's return. You can import TaxAct Online returns, TaxAct Desktop returns, and PDF files created in another tax program. When you import a prior year return, anything previously entered in the current return will be overwritten. You need to import the prior year return, then edit your current year return. You can't import the prior year return if you already printed or filed the current year return.
Online
From within your return, click Basic Info, then click Data Import (on smaller devices, click in the top left corner of your screen, then click Basic Info).
In the Select a 2023 tax return dropdown, select the return you want to import, then click Transfer.
You will see a notice that Importing your 2023 return into your 2024 return will remove all previously entered data in this 2024 return. Proceed? Click OK to proceed.
Confirm the information and click Continue, or click Clear and Start Fresh, if needed.
Desktop
From within your return, go to Basic Info > Import.
You can also go to File > Import > TaxAct 2023 Return.
Click Import.
Browse to the location of your 2023 return and select the prior year-file.
You will see a notice that Importing your 2023 return into your 2024 return will remove all previously entered data in this 2024 return. Click OK to proceed.
Information will be imported and you will be prompted to review the documents that were imported for accuracy. Either: