Compatible?

Forum|Forum|2 years ago
December 29, 2023
1 reply
1 view

If I buy and install Intuit tax software from Costco, can I sync it up with my previous annual tax filings on my existing Intuit account? (I'm trying to avoid having to input tax info from previous years!)

TurboTax Deluxe Online

VolvoGirl

Level 15

Yes you can transfer from 2022. You only need to transfer from the last prior year.

If you used the online version last year and need to transfer your info to this year's Desktop version there are 2 ways depending on what you have. I see in my 2023 program there is a button to transfer from Online.

1. If you saved the actual .tax2022 file (not just the pdf file) to your computer before online was shut down in Oct. then start a new return and the very first thing you do is Transfer from .tax file. You can only transfer at the very beginning. You should be able to download the .tax file from Online. See this to download the .tax data file, the second section - I need my tax data file so I can amend. Then the last section If you still want to download your .tax file

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-tax-data-file/00/25740

2. If you didn't save the .tax file to your computer or lost it, there is a way to do it by starting a new current return in the Online version, transfer to that and then continue in the desktop version. You won't have to pay for Online.

First transfer into the Online version

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

Then to switch to the Desktop program

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129

Here's how to transfer last year's return to Windows Desktop program

https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

How to transfer into Turbo Tax for Mac

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-turbotax-for-mac-software/00/26062