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How can i upload a prior years return into lacerte?

dana3
Level 1
 
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9 Comments 9
sjrcpa
Level 15

Upload from what? Another software? A Lacerte file from another preparer? A pdf copy?


Ex-AllStar
dana3
Level 1

A scanned copy of last years return - rather than re-entering all the info

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sjrcpa
Level 15

Can't be done.


Ex-AllStar
George4Tacks
Level 15
Use eye to brain to hands to fingers to keyboard as the import method. Unless you are amending, you can put in some summary things instead of all the detail, e.g. 1 interest income, lump all Sch C & E expenses instead of listing.
PDF to tax return has never existed for any year, current or past.

Here's wishing you many Happy Returns
George4Tacks
Level 15
https://www.youtube.com/watch?v=LqlWzQMjo_w

Here's wishing you many Happy Returns
DataWise
Level 1
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George4Tacks
Level 15
This will NOT create a full 1040 from a 1040 pdf.
Your links are for importing other data into an existing 1040.

Here's wishing you many Happy Returns
DataWise
Level 1

You're right, 1040 isn't on the list of

Lacerte Tax Scan and Import

Sold separately

it's funny that they wouldn't support it when it's so basic. I would guess that they're currently working on the components separately.

sjrcpa
Level 15

They've had Scan and Import for 10+ years. I don't think this is being worked on at all.


Ex-AllStar