Changes to imports and exports coming for tax year 2024

Data Connection

Because Data Connection will be decommissioned with tax year 2024, we encourage you to transition your processes to use the Tax Return Import/Export feature. Note that all fields available in Data Connection are now available in Tax Return Import/Export feature with the same form and field names.

DK1 import/export

Beginning with tax year 2024, the DK1 (Direct K-1) import/export file format will change. We're adding data groups 4 and 5 to the file format.

Return XML import/export

Beginning with tax year 2024, the Return XML import/export feature won't be available. All the fields currently available in Return XML import/export are now available with Tax Return Import/Export.

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