How
to transfer 2015 tax file to the 2016 program
-- pick your situation below:
2015
Online to 2016 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 2016
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
https://ttlc.intuit.com/questions/2776284-why-didn-t-last-year-s-tax-return-transfer-over-in-turbota...
2015 Online to 2016
Downloaded
If you prepared your 2015 return online, in order for
your previous year tax information to transfer into your Desktop software you
need to download your 2015 Online return as a .tax2015 file.
https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2015-turbotax-online-return-as-a-tax-data...
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 2016 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
2015 Downloaded to
2016 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 .tax2015 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
2015 Downloaded to
2016 Downloaded
Do you have the 2015 tax file
on your computer? It ends in .tax2015. You need that to transfer
into 2016. First thing you do is start a new return and it should find
all your 2015 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
