What a Prior-Year Import Can Fill In for You
An import saves typing, but it only covers details that carry over from a tax return you already filed. Here’s what’s worth pulling from last year and what to do if your new software can’t bring it over.
| Info from last year | Why it matters this year | If the import doesn’t bring it over |
|---|---|---|
| Name and address | Identifies you on your return | Type it in and update it if you moved |
| Dependents | Can affect your credits and filing status | Re-enter each dependent’s name and Social Security number |
| Filing status | Sets your tax brackets and standard deduction | Choose it again, since your situation may have changed |
| Prior-year AGI | Needed to sign and e-file your return | Copy it from line 11 of last year’s Form 1040 |
Before you switch, a little prep makes either path easier:
- Check your new provider’s help pages to see whether it accepts another company’s return this year.
- Download a PDF of last year’s return from your old provider before you close that account.
- Review every prefilled field, because an import can carry over outdated info.
- Gather this year’s W-2s, since an import only covers last year’s details.
If you’re still choosing software, IRS Free File is one place to compare free filing options.
Why Your Prior-Year AGI Matters When You Switch
Your AGI is your total income minus certain adjustments, and the IRS uses last year’s figure to confirm it’s really you. When you prepare and e-file your own return, you sign and validate it by entering your prior-year AGI or prior-year Self-Select PIN. Software usually fills this in for returning customers, but you may have to enter it yourself with a new product.
Which number you enter depends on your situation:
- Most filers enter the AGI from line 11 of last year’s Form 1040.
- If last year’s return is still being processed, enter $0 for last year’s AGI.
- If you’re filing for the first time and you’re over age 16, enter zero.
- If you have an identity protection PIN, enter it when prompted, since it verifies your identity in place of your AGI or Self-Select PIN.
Where to Find Last Year’s AGI
If your new software can’t import your return, you still have several ways to look up your AGI. Some are instant, and one takes days, so start early if you plan to file soon.
| Where to look | How fast you get it |
|---|---|
| The PDF or paper copy you saved | Right away |
| Your old tax software account, where you may be able to view an electronic copy | Right away, if you can still log in |
| The Tax Records tab in your IRS online account | Right away |
| An IRS transcript through Get Transcript | 5 to 10 days by mail |
For step-by-step help, learn how to get a prior-year tax return from your old provider or the IRS.
