Importing using TaxACT is a quick and easy process. Please keep the following things in mind when importing:
2012 TaxACT Deluxe, Premier, and Professional Preparer users may import a prior year return that was created with any TaxACT 2011 Desktop program. The TaxACT Deluxe or Professional Preparer programs will import using any desktop return file with a ".ta1" file extension.
Using TaxACT Desktop and Preparer's 1040 programs, as well as TaxACT Online, you may also choose to import a PDF copy of your 1040 return created with another program. When choosing to import the PDF, you must have a PDF saved version of the actual return. It cannot be a return summary.
IMPORTANT: When you import a prior year return, any data that has already been entered will be overwritten. For example, by importing from a 2011 return to a 2012 return, the result will be a brand new 2012 return with only the imported data. You must import FIRST and then enter data in to the new version.
Importing prior year's return using TaxACT Desktop
Example: Importing into 2012 TaxACT
Start the current year's version of TaxACT
Click File from the menu bar
Click either Import TaxACT 2011 Return or Prior Year PDF Data from the drop down menu.
Follow the on-screen instructions to complete the import of your return.
After completing the import of your return, the Import Summary will allow you to review the information transferred to your new return.