(If you're looking to transfer last year's return to TurboTax CD/Download, follow these instructions instead.)
It's easy to transfer last year's return and depending on your situation, the transfer could be:
- Automatic—which will transfer all of your info without you having to do anything extra.
- From a PDF—which will transfer your personal info and your AGI to give you a head start.
- From a .tax file—which will transfer all of your info in a few short steps.
Select your situation.