How to transfer 2016 tax file to the 2017 program
-- pick your situation below:
2016 Online to 2017 Online
Simple
– just sign in with the same login you used on last year's return and we'll do
the rest. Forgot your login?
Note: To transfer last year's return to 2017 Federal Free
Edition, you'll need to accept the upgrade to TurboTax PLUS
which appears shortly after you sign in.
https://ttlc.intuit.com/questions/1900883-transfer-last-year-s-return-into-turbotax-online
2016 Online to 2017 Downloaded
If
you prepared your 2016 return online,
in order for your previous year tax information to transfer into your Desktop
software you need to download your 2016 Online return as a .tax2016 file.
https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online
If you can't get or didn't save the .tax file to your
computer before online was shut down Oct 15 or lost it, there is a
way to do it by starting your return in the 2017 Online version, transfer into
that and then you can switch and continue in the desktop version and you won't
have to pay for online. Expand the 3rd section for transferring an
Online return in this FAQ
https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-into-turbotax-for-windows
2016 Downloaded to 2017 Online
Last
year's tax data file (.tax
files) can be transferred to Online Deluxe and higher-tier versions.
1. Sign in to TurboTax Online, if you haven't already
done so.
2. Select Tools from the My Account menu in the upper right corner.
3. In the pop-up window, select Transfer last year's TurboTax
return from your computer.
4. Read the warning and then click Continue (or Cancel to abort the transfer).
5. Browse to
where you saved your .tax2016
file and select it.
6. Click Transfer
Return and wait for your file
to finish uploading.
7. When you see Transfer
Complete, click Continue to start working on your return.
https://ttlc.intuit.com/questions/1900883-transfer-last-year-s-return-into-turbotax-online
2016 Downloaded to 2017 Downloaded
Do
you have the 2016 tax file on your computer? It ends in .tax2016.
You need that to transfer into 2017. First thing you do is start a
new return and it should find all your 2016 files and ask if you want to
transfer them.
Here's
how for Mac:
https://ttlc.intuit.com/questions/1901265-transfer-last-year-s-return-into-turbotax-for-mac
Here's how
for Windows:
https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-into-turbotax-for-windows
