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Importing using TaxAct® is a quick and easy process.  Please keep the following things in mind when importing:
  • 2015 TaxAct Basic, Plus, Premium, and Professional Preparer Editions users may import a prior year return that was created with any TaxAct 2014 Desktop program. These programs will import using any desktop return file with a ".ta4" file extension.
  • Using TaxAct Desktop, Online, and Preparer's 1040 programs, 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 2014 return to a 2015 return, the result will be a brand new 2015 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 2015 TaxAct

  • Start the current year's version of TaxAct
  • Click File from the menu bar
  • Click either Import TaxAct 2014 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.

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