Importing using TaxAct® 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 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
Importing from PDF
Providing your email address may speed up recovery of your information.