Import Issues with PDF

If you're having issues importing a prior year return PDF that was created in a different tax program, here are some troubleshooting options:

  • Make sure you are using a an "image with text" PDF, not an "image" PDF.
  • Make sure you are only importing a 1040. You cannot import a 1040NR or 1040SR.
  • Make sure the PDF is under 500kb.
  • When you create the PDF file, use the print option in the other tax program, and choose to print to PDF.
  • Make sure your PDF is not password-protected.
  • Shorten the filename to something like "2020TaxReturn.pdf" to make it a manageable name.
  • The file may be corrupt, and you will need to create the PDF again.
  • Make sure that you have a strong internet connection.
  • Check security settings and make sure the TaxAct program has permission to run.