Hello. For tax year 2018 I used TurboTax for the first time. I did taxes for a trust. for 2019 the tax prep will be about the same. can i use 2018 as a model for 2019?

ax1997 · ‎March 6, 2020

MarilynG1 · ‎March 6, 2020

Yes, if you used TurboTax Business to prepare your 2018 Form 1041, you can transfer last year's info into 2019 to get started.

Click this link for more info on Transferring Last Year's Return.

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Zeonore · ‎March 6, 2020

TurboTax has a last year import button. If you are using the same computer, TurboTax will search for your 2018 and display side by side with your new one (2019). You will have a chance to look at what you did in previous year. If you use a different computer, make sure to get the 2018 file and save it on your current PC.

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Hello. For tax year 2018 I used TurboTax for the first time. I did taxes for a trust. for 2019 the tax prep will be about the same. can i use 2018 as a model for 2019?