How do I import last year's information ?

Forum|Forum|7 years ago
June 6, 2019
7 replies
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TurboTax Free Edition Online

Best answer by

Your information shows that you are using Turbo Tax Free Edition.
To import last years information you will need to upgrade to PLUS.

Personalized steps on how to upgrade to PLUS

1. Click on My Tax Timeline under My TurboTax.

2. Click on Load my Tax Timeline across from Looking for prior year returns?

3. Click on the “>” to the right of the Tax Year you want.

4. At the Pay for PLUS benefits screen below (or a similar version), click on the following these instructions link for step by step instructions on how to add PLUS for your specific situation.

jjkul

Level 2

My accountant is currently doing my 2017 returns. Can I import those after she is done so that I can do mine for next year. Or what do you suggest?

tom578

Level 2

I need last years AGI

mlopez1467

Level 2

I need them for this year tax return

kyle7777105

Level 2

for turbo tax filing last year AGI

a_bwoulfe

Level 2

I have Turbotax Premire

Anonymous

Answer

Your information shows that you are using Turbo Tax Free Edition.
To import last years information you will need to upgrade to PLUS.

Personalized steps on how to upgrade to PLUS

1. Click on My Tax Timeline under My TurboTax.

2. Click on Load my Tax Timeline across from Looking for prior year returns?

3. Click on the “>” to the right of the Tax Year you want.

kevred205

Level 2

So, you did not actually answer the QUESTION. You answered a different question (How do I upgrade to PLUS?) So, WHY do searches for importing last year's info give us THIS answer? This is useless.

12123

Level 2

I am not using a free edition. I purchased the deluxe edition at Cosco. In past years the data always transferred over from the prior year but this year it did not. How do I get it to transfer?

DeanM15

Level 10

You need to have the .tax file for the last year on your hard drive for the TurboTax Desktop to pick up last year's data.

If you used the TurboTax Desktop CD/Download last year, you need to transfer (via thumb drive) the 2018 .tax file from your old computer.

If you used TurboTax Online last year, you will need to download the .tax file from your online account.

Sign in to your TurboTax account.
On the first page, you come to, scroll down until you come to Tax Returns and Documents, click Show
Click 2018, and then download .tax file

Once you have the .tax file on the same hard drive as your TurboTax software, the software import the data in the file.

@12123

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