Importing using TaxACT Deluxe Online is a quick and easy process. TaxACT Online will allow users to import from TaxACT Online returns, TaxACT Desktop returns, and PDF files created with another software program.
IMPORTANT: When importing a prior year return, the result will be a brand new return with only imported data and anything previously entered in the new return will be overwritten.
Also, you must import FIRST and then enter data into the new return. Importing is not possible for an account after an extension has been filed or the return has been printed.
Importing from Prior Year TaxACT Online
You may import data from your prior year return by one of two options.
- You can create a new return using the TaxACT Deluxe or TaxACT Ultimate Bundle and click on the link to indicate "Yes, I used TaxACT Online last year". You will be prompted for your prior year username and password, which will be reused for the new return.
- If you have already created a new return with a different username and password, you may import prior year data by clicking the "Basic Information" tab and clicking on "Import".
You will then be prompted for your prior year username and password, as well as the primary taxpayer's SSN for that return.
If you have forgotten your username or password to last year's return, simply click on the link indicating "Forgot Username" or "Forgot Password".
If you no longer have access to the email address associated with your account, you may contact TaxACT Customer Service with your full name and zip code, both the old and new email addresses, last four of the primary taxpayer's SSN, and the answer to the security question you chose when you created the account. Once we receive the correct information and can verify the account we will be more than happy to change the email address listed on the account to allow you to recover your information.
Importing from Prior Year TaxACT Desktop Return
- First, sign into your TaxACT Online return.
- At the import screen, click on the link to import information from the TaxACT Desktop return as shown below.
- You will be asked if you have the TaxACT Desktop 2013 ".ta3" file from last year. Click "Yes".
- If information has been entered already in your return, all previously entered data will be overwritten. If you wish to continue, agree in the pop-up. If no pop-up appears, no information has been entered yet.
- On the next screen, click on the "Browse" button to find your return file.
- In the next pop-up window, choose the return file you wish to import. 2013 TaxACT returns will be named with a ".ta3" file extension. Click the "Open" button.
- Click the "Import Last Year's Return" to complete the import process
Importing from PDF
- At the import screen, click on "Continue Without Importing".
- At the next screen, indicate that "Yes" you have a PDF copy of your 2013 tax return.
- Click "Browse".
- In the pop-up window, locate your PDF return file saved from last year's return and click "Open".
- Then click "Import Last Year's Return" to complete the import process.