You can transfer last year's tax data file (with a filename extension .tax2019) if you're preparing your 2020 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 MAX, doesn't support transferring last year's .tax file.)
You won't be able to transfer a PDF, it must be a tax data file with a filename extension .tax2019.
Remove any password protection from the data file before transferring.
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).
- Sign in to TurboTax Online and start a new return, or open or continue a return you already started.
- After the screen has loaded, select the Tax Tools drop-down menu in the left menu and then select Tools.
- 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 and start over.)
