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The Import feature is included at no extra charge with the Deluxe+, Premier+, and Self Employed+ Editions. This feature allows you to import key information from last year's return, saving you valuable time. There is no need to enter information such as your name, Social Security Number (SSN), address, etc. You will be given the option to choose which information is transferred using our Import Manager, and can always review this information in case you need to make a change.

For detailed information on the import process for the TaxAct Online product, please CLICK HERE to access the TaxAct Help Topic: Import Last Year's Return Information to TaxAct Online.

For detailed information on the import process for the TaxAct Desktop product, please CLICK HERE to access the TaxAct Help Topic: Import Last Year's Return - TaxAct Desktop.

What imports can be done in the TaxAct program?

  • Previous year's Online return into current year's Online return
  • Previous year's Desktop return into current year's Desktop return
  • Previous year's Desktop return into current year's Online return
  • CANNOT import previous year's Online into current year's Desktop (except through a PDF import)

Note. When using either the Online or Desktop version of the TaxAct program, you must import your prior year information before making any entries. When you import, the return is overwritten with a new, blank return. Please also take into consideration that you are unable to import once an extension has been filed from the account.


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