If you used TurboTax CD/Download last year and wanting to use TurboTax Online this year:
You
can transfer last year's tax data file (*.tax2015) if you're preparing
your 2016 return in TurboTax Online Deluxe, Premier, or Self-Employed.
- You won't be able to transfer a PDF, it must be a *.tax file.
Note: If you already started your 2016 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 must be using TurboTax Online on your computer to do this transfer (it won’t work from a mobile device/mobile web, or in the mobile app)
- Sign in to TurboTax Online and start a new return, or continue a return you already started.
(To continue a return, sign in and then click the orange Take me to my return button.)
- Make sure you've gone past the blue "simple and accurate" screen before continuing to the next step.
- Select the My Account drop-down menu in the upper right, and then select Tools.
- In the pop-up window, select Transfer last year's TurboTax return from your computer.
Follow the on-screen instructions to finish transferring your file.
