Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 17, 2020 5:25:43 PM

I used TurboTax to file my 2018 return but I then amended it. I am trying to file my 2019 return but it is pulling info from my original 2018 return. How can I update?

0 3 494
3 Replies
Level 15
Mar 17, 2020 5:52:59 PM

Did you use the downloaded version to amend the return ?

 

If you used TurboTax CD/Download last year

You can transfer last year's tax data file (.tax2018) if you're preparing your 2019 return online in TurboTax Live Basic, TurboTax Deluxe, TurboTax Live Deluxe, TurboTax Premier, TurboTax Live Premier, TurboTax Self-Employed, or TurboTax Live Self-Employed. (Free Edition, with or without PLUS, doesn't support transferring last year's .tax file.)

  • You won't be able to transfer a PDF, it must be a .tax file.

Note: If you already started your 2019 return in TurboTax Online, transferring will clear any info you have already entered. Please keep in mind, a .tax file from a previous year will not transfer if the file is password protected.

 

Here's how to transfer:

 

You have to use TurboTax Online on your computer to do this transfer (it won’t work from a mobile device/mobile web, or in the mobile app).

  1. Sign in to TurboTax Online and start a new return, or continue a return you already started by selecting the Take me to my return button.
  2. After the screen has loaded, select the TaxTools drop-down menu in the left-hand column, and then select Tools.
  3. In the pop-up window, select the Transfer last year's TurboTax return from your computer link. (If you don’t see this option, you may need to Clear & Start Over.)

Follow the on-screen instructions to finish transferring your file.

New Member
Apr 4, 2020 10:46:12 AM

I bought the 2019 Turbo Tax (CD) Deluxe.  @2019 wants to transfer data from 2018.

What Tax File should I use the 1040 or the 1040X.???

Thanks

DS

Expert Alumni
Apr 5, 2020 6:30:53 AM

You will want to import the amended return.