Our new Tax Questionnaire (TQ) pre-filling feature automatically transfers key information from your most recently filed Form 1040 into your TFX Tax Questionnaire — saving you time and reducing manual data entry.
This feature is available only to new TFX clients who:
Signed up with TFX via our Instant Quote feature to receive a personalized quote with a discount, and
Have not yet submitted their first questionnaire (and therefore cannot use the existing "Import answers from a prior year questionnaire" feature).
If you have filed your U.S. taxes before, you can now pre-fill your TQ using data extracted directly from your previous year’s federal tax return (Form 1040). It will help you:
Save time — No need to re-enter basic details already included in your prior tax return.
Reduce errors — Data is imported directly from your verified Form 1040.
Simplify setup — You can begin your first year with TFX quickly and easily.
How it works
Sign up via our Instant Quote feature and start your Tax Questionnaire (TQ) for the current year in your TFX account.
On the "Select years" step, select the tax year, and you will see a banner titled “Good to know”.
Click Next step.
Click the "Import data from a prior federal tax return" button and upload your prior-year tax return file (Form 1040).
Notes:
If the uploaded file is not a Form 1040, the system will display an error: “Please upload Form 1040.”
If the system cannot extract data, you will see: “We were unable to read your file.”
If you choose to click "Skip importing answers", you will be redirected to the "Please tell us about yourself in the tax year" TQ section to complete the questionnaire from scratch.
Once the system successfully processes your file, it will:
Save the uploaded return in the Documents section.
Pre-fill matching fields in your TQ with the imported information.
Redirect you to the "Please tell us about yourself in the tax year" TQ section, where you can add TQ questions relevant only to your specific situation.
Answer all questions in this introductory TQ section and click Next step in the bottom right-hand corner.
Review and complete your questionnaire with the pre-filled data. Imported fields will be marked with an “Imported answer” indicator and tooltip (visible until you edit the field).
