topic import previous tax return after start in Get your taxes done using TurboTax

import previous tax return after start

Anonymous — Fri, 21 Feb 2020 18:56:33 GMT

Can previous year return be imported after I started filling in the questions in Turbotax for 2019?

And can corporate return also be imported I assume?

Re: import previous tax return after start

DeanM15 — Fri, 21 Feb 2020 19:13:28 GMT

For both individual and corporate Turbotax Desktop programs, you will need to import last year's data BEFORE you start your return.

The process of importing starts before you enter any data. Sorry, there is no other way.

Re: import previous tax return after start

Anonymous — Fri, 21 Feb 2020 19:28:36 GMT

bummer :(

Thank you!!

Re: import previous tax return after start

Anonymous — Fri, 21 Feb 2020 20:16:31 GMT

I was able to import my personal return. It did not allow me to import my corporate return.

Re: import previous tax return after start

DoninGA — Fri, 21 Feb 2020 20:20:17 GMT

@Anonymous wrote:

I was able to import my personal return. It did not allow me to import my corporate return.

A prior year tax data file or PDF for a personal tax return can only be transferred to the current year personal editions of TurboTax.

A prior year tax data file from the TurboTax Business edition can only be transferred to the current tax year Business Edition.

Re: import previous tax return after start

Anonymous — Fri, 21 Feb 2020 20:46:12 GMT

It's a PDF from my CPA. In doing more research it says I cannot import it, only in Turbotax Business. I bought Turbotax home AND business. Why does this not import then?

Re: import previous tax return after start

DoninGA — Fri, 21 Feb 2020 20:50:16 GMT

@Anonymous wrote:

It's a PDF from my CPA. In doing more research it says I cannot import it, only in Turbotax Business. I bought Turbotax home AND business. Why does this not import then?

TurboTax Home & Business is a personal tax program. The Business portion of Home & Business is for a Schedule C used by self-employed independent contractors or sole proprietors which is included with and part of a personal tax return, Form 1040.

The TurboTax Business Edition is used from filing tax returns for Partnerships, C Corp, S Corp and Multi-member LLC's.

Re: import previous tax return after start

Anonymous — Fri, 21 Feb 2020 21:02:00 GMT

Aha! Thank you so much! Need to also buy the Business version. And to the 2 soft wares work together once business is filed?

Wish it would have been explained better.

Thanks for your help!!

Re: import previous tax return after start

viciii3 — Wed, 04 Mar 2020 19:02:34 GMT

I have found my 2018 TurboTax return file, and I select this file (XXXX.tax2018) to import the information into TurboTax 2019...and I get squat for information?

What is up with this?

Re: import previous tax return after start

Anonymous — Fri, 06 Mar 2020 03:10:37 GMT

You can try downloading the .tax file again and import the fresh tax file into your desktop software. Also be sure your software has all recent updates installed. Click on "Check for Updates" and update your software if needed. If that doesn't work you can manually update your software.

Re: import previous tax return after start

sundeelue — Fri, 06 Mar 2020 19:58:11 GMT

YUK YUK YUK!! Please find a way to do this next year (or maybe up date the program this year?) or put in a BIG STOP sign at the beginning or a check of some kind so you can verify you have done so. I though I had imported my previous info and evidently didn't!! Now I have to reenter it all...

YUK YUK YUK!!

Re: import previous tax return after start

DavidD66 — Fri, 06 Mar 2020 23:19:43 GMT

If you are using the online version and log in to the same account you used for the prior year, the import of prior year is automatic. If you are using the desktop software, it prompts you to import prior year information.

Re: import previous tax return after start

Anonymous — Mon, 09 Mar 2020 02:27:50 GMT

Thank you. I am using desktop version of TurboTax Business as well as TurboTax Home & Business.

This is my 1st time doing my own taxes without outsourcing to a CPA entirely.

Re: import previous tax return after start

pescj — Wed, 01 Apr 2020 21:36:34 GMT

This is the pits. as noted in previous comments, this is not acceptable. a warning should be up and acknowledged prior to data entry for new year. I have used TT in many versions since it was first introduced (think large floppies) and do not recall any problems before. the problem did not surface until I was done entering many hours of data. not a happy user.

[email address removed]

Re: import previous tax return after start

CarpeZiem — Tue, 28 Apr 2020 19:20:27 GMT

I did 2017 Turbotax on a desktop from a Turbotax CD. We got the taxes filed. I think it was premiere but it could have been home and business.

Then that computer broke.

My wife did 2018 taxes using turbotax online, (downloading Premier) but did not import any of the data from the 2017 taxes.

We got the computer fixed.

I am wondering if I can go back and amend my 2018 taxes and import the 2017 data from the now repaired computer...Is this possible?

Re: import previous tax return after start

Thummper — Sat, 25 Jul 2020 06:19:14 GMT

That's absurd. New IRS statements say you can claim LIFO for crypto trading, which is great! huge benefit. SO, now I need to amend 2017,2018,2019. Due to this completely stupid oversight I actually just amend 2017, but i have to do 2018, 2019 completely from scratch!.

What a horse **bleep** design idea that was.

Re: import previous tax return after start

bpkittel — Tue, 09 Feb 2021 01:30:49 GMT

how do I do that

Re: import previous tax return after start

CarissaM — Tue, 09 Feb 2021 01:47:56 GMT

You are commenting on a very long old thread. Which part are you needing assistance with? It may be best to start a new thread of your own for the best assistance.

Re: import previous tax return after start

Mlc36 — Sun, 14 Feb 2021 16:24:23 GMT

Import previous 2019 tax return before amended one

Re: import previous tax return after start

vija913 — Tue, 20 Apr 2021 04:04:10 GMT

How did you import? I'm not computer savy, please be specific if you can.

Thank you