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After you file
Only certain information from your 2017 will transfer over, and no amounts. Your 2017 taxes are NOT included with your 2018 return. When you hit the send button, only 2018 will be sent. You can't e-file a 2017 tax return now. If you did not file your 2017, you will need to file it using the desktop software. This link provides instructions if you want to do that. And see below to see what info transfers from last year. This is only to lessen the amount of information you have to type. How do I finish a return in desktop that I started in TTOnline?
We'll transfer over 100 fields that can help you get a head start on your return. They include:
- Personal information
- Names
- Social Security Number(s)
- Addresses
- Employer Information
- Other basic personal information
- Information contained in prior year returns that will affect the tax accuracy of this year's return
- Capital losses
- Disallowed deductions
- Credits carried over to subsequent years
- Schedule TurboTax information
Be aware that TurboTax does not transfer information that requires complex calculations, like depreciation.