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2017 TT application deleted.How transfer 17 carryover data to 18 return? TT expert said reload 17 app, process 17 data, load 18 app & transfer 17 CO data normal.Not work.

2017 TT application was accidently.  I don't want to enter all the data carried over from 2017 return to 2018 return (names, addresses, financial institutions, details on capital gains carryover, classes of misc. itemized deductions, categories of ATM, etc.  So would like to use the 2017 data carryover to 2018 feature in TT.  TT expert said to load my 2017 version of TT, read into the 2017 app the 2017 data file.  Load my 2018 TT Premier version and transfer the 2017 C/O data to the 2018 return.  Tried but it did not work.  How can I transfer the 2017 carryover data to 2018 without doing it manually.  I might have gone too far in loading the 2018 app with personal data, etc.  I might have to delete the 2018 file.  How do I do that and reload the 2018 application?

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1 Reply
rjs
Level 15
Level 15

2017 TT application deleted.How transfer 17 carryover data to 18 return? TT expert said reload 17 app, process 17 data, load 18 app & transfer 17 CO data normal.Not work.

You can only transfer data from the previous year when you first start your tax return. So yes, you will have to start your 2018 tax return over again in order to transfer data from 2017. It doesn't matter whether you delete the 2018 file that you have already created. On the first screen when you start TurboTax, click the blue button that says "Start a New Return."

It sounds like the "TT expert" that you spoke to is not such an expert. (Was it someone in TurboTax telephone support?) You do not need the 2017 program (or software, or application) in order to transfer the data from your 2017 tax return to your 2018 tax return. All you need is the 2017 tax return data file. The file has a file name extension of .tax2017. The 2018 TurboTax program will transfer the data directly from that 2017 file. When you click the "Start a New Return" button, TurboTax will search for .tax2017 files on your computer. If it doesn't find the file, click the Browse button and navigate to where the file is.

See the FAQ at the following link for instructions to transfer your 2017 information to 2018. In the FAQ, click the blue link that says "Transfer from TurboTax for Windows, Taxact or H&R Block."

https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-to-2018-turbotax-for-windows



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