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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 see the Import Last Year's Return FAQ.

For detailed information on the import process for the TaxAct Desktop product, please access the Import Last Year's Return Using TaxAct Desktop FAQ.

What imports can be done in the TaxAct program?

  • Previous year's 2019 Online return into current year's 2020 Online return
  • Previous year's 2019 Desktop return into current year's 2020 Desktop return
  • Previous year's 2019 Desktop return into current year's 2020 Online return
  • CANNOT import previous year's Online 2019 into current year's 2020 Desktop (except as 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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