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kpstar007
New Member

Can I load my 2015 TurboTax details so I do not have to recreate charitable donations, bank accounts, etc?

 
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mesquitebean
Level 15

Can I load my 2015 TurboTax details so I do not have to recreate charitable donations, bank accounts, etc?

What tax year are you working on?

If you are working on a 2017 return, it can only transfer-in information from 2016.   Did you prepare a 2016 return previously?  If so, how?    2017 TurboTax cannot transfer-in information from 2015. 

Or are you working on a 2016 return now in 2016 desktop software?    If so, we can tell you how to transfer-in the 2015 info if you have or can access the *.tax2015 data file.


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3 Replies
mesquitebean
Level 15

Can I load my 2015 TurboTax details so I do not have to recreate charitable donations, bank accounts, etc?

What tax year are you working on?

If you are working on a 2017 return, it can only transfer-in information from 2016.   Did you prepare a 2016 return previously?  If so, how?    2017 TurboTax cannot transfer-in information from 2015. 

Or are you working on a 2016 return now in 2016 desktop software?    If so, we can tell you how to transfer-in the 2015 info if you have or can access the *.tax2015 data file.


View solution in original post

kpstar007
New Member

Can I load my 2015 TurboTax details so I do not have to recreate charitable donations, bank accounts, etc?

I am working on my 2017 tax return and noted the system will not transfer over information from 2015.  I used a CPA for my 2016 tax return.
mesquitebean
Level 15

Can I load my 2015 TurboTax details so I do not have to recreate charitable donations, bank accounts, etc?

Are you using Online TurboTax?  If so, you "may" be able to transfer a 2016 PDF file from a CPA.   Whether it will transfer only basic info or the detailed info you want, I don't know.

<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899171-can-i-transfer-from-a-pdf-to-turbotax-online">https://ttlc...>

Or if you are using desktop TurboTax for Windows (CD/download) see this FAQ about transferring from a PDF:
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4120237-can-i-transfer-from-a-pdf-to-2017-turbotax-for-windows">ht...>

If you need info for MAC, let me know.
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