Transferring last year's return

SBBsays — Mon, 10 Jan 2022 12:33:33 GMT

I did 2020 taxes on my macbook and this year downloaded the pc version so I could use my desktop. Is there therefore no way to transfer last year's return data? I assumed at purchase it would be an account log-in not a search of my actual computer..

Re: Transferring last year's return

VinuthaM — Mon, 10 Jan 2022 12:54:45 GMT

Hi Thanks for using Turbotax.

If you have used TurboTax 2020 Mac Desktop product in TY20, You can copy your tax file(.tax2020 file) from Macbook to PC and use transfer prior data in the PC new return.
If you have used Online product, you can access your prior year returns after logging into your account and download the TY20 tax file.
If you could not find your TY20 tax file, you can also import the PDF file copy of your tax return if exists.

Re: Transferring last year's return

Critter-3 — Mon, 10 Jan 2022 13:21:41 GMT

Importing the PDF is a waste of time since almost nothing transfers ... download the .taxfile from last year's online program. Once the PDF is on your computer start a new return and the program should find it otherwise point it in the correct direction.

How do I access a prior-year return?

Here's how to view and download your prior-year returns. You can access returns for the past seven years.

First time signing in this year

Sign in to your TurboTax account and continue through your prior year summary (EVEN IF YOU WILL NOT USE THE TT PROGRAM FOR THE 2021 RETURN). Make sure you're using the same TurboTax account (user ID) as in prior years.
On the next screen click on TAX HOME then scroll down and select Your tax returns & documents.
Select the year you want, then select Download .taxfile.

If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts.

If you've started your return already

There are two ways to get your prior-year returns.

Select Documents from the side menu, use the drop-down menu to choose the tax year you want, and select Download tax PDF.
From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for

Need to prepare a prior-year return? Go here instead.

Related Information:

topic Transferring last year's return in Get your taxes done using TurboTax

Transferring last year's return

Re: Transferring last year's return

Re: Transferring last year's return

How do I access a prior-year return?

First time signing in this year

If you've started your return already