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Level 1

Solved

Can I import a prior years files from TurboTax that were done on my desktop and have the info flow to this years return if I were to use the online software going forward

Forum|Forum|7 years ago
June 7, 2019
4 replies
6 views

No text available

Best answer by AnnaB

Yes, you can import a prior year taxa data file from TurboTax Desktop into TurboTax Online. You can only import one year to carryover the data.

You cannot upload all of the files to the TurboTax Online cloud.

You would want to do this before you start entering data for your return; although, you need to choose a version and continue into the tax preparation.

1. Click on My Account in the top center

2. Click on Tools

3. Click Transfer last years TurboTax return from your computer from the list at the bottom

4. Click Continue if prompted

5. Browse for the .tax2014 file

AnnaBAnswer

Level 7

Yes, you can import a prior year taxa data file from TurboTax Desktop into TurboTax Online. You can only import one year to carryover the data.

You cannot upload all of the files to the TurboTax Online cloud.

You would want to do this before you start entering data for your return; although, you need to choose a version and continue into the tax preparation.

1. Click on My Account in the top center

2. Click on Tools

3. Click Transfer last years TurboTax return from your computer from the list at the bottom

4. Click Continue if prompted

5. Browse for the .tax2014 file

jasonm144

Level 2

Hey, already at the file end of the process, how do I return to add my last year's taxes?

Hitman

Level 2

Great information. Question, do I need to install the 2019 TurboTax Disc into my desktop computer? Thanks

lnroden

Level 2

I JUST WANT TO TRANSFER MY RETURN FROM MY OLD COMPUTER TO MY NEW ONE AND I HAVE THE TURBOTAX PROGRAM ALREADY THERE

VolvoGirl

Level 15

This is mainly for Windows.....

You only need the file ending in .tax2019 to transfer into 2020.

Your tax files end in .tax or .tax2017, .tax2018 or .tax2019 etc. They should be in your Documents in a Turbo Tax folder. You should also have the pdf files of each year. Or search your computer for all files ending in .tax. Also if you haven't done it, I would open each year in the program and save it as a PDF file, go to File-Save to PDF so you don't need the program installed to view or print your return in the future like to get a mortgage or loan, etc.

What I would do is just copy the whole Turbo Tax folder that is under your Documents. That should be where the .tax files and pdf files are stored. Copy that folder to a flash drive or best yet is to burn it to a CD or DVD and then you will have a backup of them. Then on the new computer copy the folder (or files) from the flash drive to your Documents folder.

The programs need to be installed from the CD or download them again. You don't need to install them unless you need to amend or open a return.

After you get the program installed the first thing to do before you open your tax return is to update the program and install any state programs you had. Then open your file. So you first might need to start a fake return to be able to download the state program (go to File-New Tax Return).

Then go to FILE -Open and find your return.

See this article on how to move your tax return to another computer…….

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-move-my-tax-data-file-to-another-computer/00/26128

polychemservicesinc

Level 2

how do I import 2019 return into 2020.

xmasbaby0

Level 15

@polychemservicesinc

That transfer must be done BEFORE you start to enter any new 2020 data.

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-to-turbotax-online

https://ttlc.intuit.com/questions/2262857-when-transferring-a-tax-file-what-information-carries-over-to-my-return

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**