Getting data from 2019 return to upload into 2020 form

Forum|Forum|5 years ago
April 17, 2021
4 replies
0 views

When I downloaded the 2020 home and business tax form it only carried over names, addresses and a few other pieces of information from my 2019 return. In previous years, when I downloaded that year's form a lot more data from the prior year, for example name or bank, broker, etc. plus numerical data on business incomes and expenses that would be in a column next to the current year. How do I get this information pulled in? Right now I am having to type it all in. Thanks

TUTxJACBFLO

Level 2

Hi,
I am having a similar issue. This is the first year that I used a downloaded version. I saved my 2019 return on a flash drive and need upload into 2020, however there is no option to import from a Turbo Tax file (only Quicken, etc). I have a lot of data that I would rather not completely rekey.
Please advise how to upload the 2019 files into 2020.

Thank you so much.

VolvoGirl

Level 15

@TUTxJACBFLO Are you on Windows or Mac? This is for Windows but might work for Mac too.

What file did you save from 2019? Is it a pdf file or end in .tax2019? First copy the file from the flash drive to your computer. You should save it in your Documents in a Turbo Tax folder.

You need the .tax2019 file to TRANSFER (not import) into 2020. You start over in a new blank 2020 return (go up to FILE-NEW) and the first thing it should do is look for any 2019 tax files on your computer and ask if you want to Transfer from it. If it doesn't find it you can browse to where you saved it.

VolvoGirl

Level 15

Here's general Transfer info

How to 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

How to Transfer into the 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 the Mac Desktop program
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

I wouldn't bother trying to transfer from a pdf. It only transfers very basic info like your name and address and AGI. If you used Turbo Tax you should have a data file ending in tax2019 on your computer or be in the same online account and it will automatically transfer.