Importing from Another Tax Program

TaxAct® can import a prior year return that was created in another tax program.  You need a PDF of your 2022 1040 return for TaxAct to import the data.

To import a prior year return PDF in your current year TaxAct return:

  1. From within your TaxAct return (Online or Desktop), click Basic Info, then click Data Import (on smaller devices, click  in the top left corner of your screen, then click Basic Info).
  2. Below Did you use TaxAct Desktop last year?, click import your 2022 PDF return.
  3. Click Browse, click the prior year return PDF, then click Open.
  4. Continue with the interview process to complete your prior year import.

Related Links