topic I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing? in Get your taxes done using TurboTax

I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

Constance — Mon, 23 Feb 2026 11:02:20 GMT

Re: I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

DoninGA — Sat, 07 Jan 2023 18:42:20 GMT

Yes, the 2021 tax data file can be transferred to any TurboTax 2022 personal edition, desktop or online.

Re: I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

Constance — Sat, 07 Jan 2023 19:35:39 GMT

Thanks for the prompt answer. My Goggle searches found various warnings about "downgrading" a TurboTax version. I was concerned that I would have to re-enter all of the basic and carryover information, which would be really depressing.

Re: I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

Critter-3 — Sat, 07 Jan 2023 19:39:33 GMT

Actually ... if you use the downloaded version you only need the Deluxe since all the downloaded/CD versions can handle all the same forms. Use Basic if you don't need a state return.

Re: I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

VolvoGirl — Sat, 07 Jan 2023 19:47:55 GMT

Yes, you can transfer any 2021 version into any other 2022 version (Desktop/Download or Online). No problem there. What you probably read about was downgrading a current 2022 ONLINE return like Premier into a lower 2022 online version like Deluxe or the Free Edition. To do that you have to clear and start over.

Re: I used TurboTax Home & Business (desktop version) last year. Now I only need Premier. Will it pick up the appropriate information from my last Home & Business filing?

Constance — Sat, 07 Jan 2023 20:59:41 GMT

You're absolutely right about my search. The only answers I could find were about the online version. I didn't see anything addressing the desktop version. Thank you everyone for your responses. It was driving me nuts finding an answer to what seemed, to me, to be a simple question.