Can I transfer all tax information from last year into this year?

Forum|Forum|3 years ago
December 5, 2022
2 replies
31 views

Is it possible to transfer my TurboTax, the on-line version from last year to this CD? The TurboTax CD was recommended for this year.

TurboTax Deluxe Online

Best answer by VolvoGirl

If you used the online version last year and need to transfer your info to this year's Desktop version there are 2 ways depending on what you have.

1. If you saved the actual .tax2021 file (not just the pdf file) to your computer before online was shut down in Oct. then start a new return and the very first thing you do is Transfer from .tax file. You can only transfer at the very beginning. You should be able to download the .tax2021file from Online. See this to download the .tax data file, the second section on how to get the data file from the prior year.

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740

2. If you didn't save the .tax file to your computer or lost it, there is a way to do it by starting a 2022 return in the Online version, transfer to that and then continue in the desktop version. You won't have to pay for Online.

First transfer into the Online version

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

Then to switch to the Desktop program

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

Here's how to transfer last year's return to Windows Desktop program

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

How to transfer into Turbo Tax for Mac

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062

rjs

Level 15

You can transfer the information from your 2021 tax return in TurboTax Online when you start your 2022 tax return in the CD/Download TurboTax software. When you start a new 2022 tax return, on the first screen click the button that says "Import From TurboTax Online" and follow the instructions on the screen.