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June 5, 2019
Solved

Can find my2015 data?

  • June 5, 2019
  • 1 reply
  • 15 views
I files my tax with TurboTax online version and Had a ID to log on. I will file tax with TurboTax CD purchased from Costco this year. After installed my CD, it could not find my 2015 tax data. The CD doesn't ask a ID to log on. How it can find my 2015 data?
Best answer by

You will need to go into your online account and download the .taxfile to your computer in order to upload it to your 2016 CD.

Here are the steps to do so:

  1. Log into account.
  2. Click on My Tax Timeline.
  3. Then, Load My Tax Timeline.
  4. You will see an ">" on 2015, click on that.
  5. You will see several different options, click on download .taxfile.

PLEASE NOTE: You must leave download the .taxfile not the PDF or it will not pull up, you will get an error message instead.

1 reply

Answer
June 5, 2019

You will need to go into your online account and download the .taxfile to your computer in order to upload it to your 2016 CD.

Here are the steps to do so:

  1. Log into account.
  2. Click on My Tax Timeline.
  3. Then, Load My Tax Timeline.
  4. You will see an ">" on 2015, click on that.
  5. You will see several different options, click on download .taxfile.

PLEASE NOTE: You must leave download the .taxfile not the PDF or it will not pull up, you will get an error message instead.