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Level 1

Question

How do I import last year’s tax return

Forum|Forum|6 years ago
January 28, 2020
2 replies
0 views

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TurboTax Live Self Employed

Level 15

To import last year's tax return, please follow the instructions in these TurboTax Help articles:

How do I transfer last year's return into TurboTax Online?

Transfer last year's return to 2019 TurboTax for Windows [also includes instructions for Mac]

Level 14

You will need a PDF version of your prior tax return in order for the import to work. Please see these TurboTax FAQ's for more information:

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

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

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Level 2

Can I import prior year returns for more than one taxpayer? I know I can prepare 5 federal returns, but can I import prior year returns as a starting point for more than 1 of those returns?

I am using TT for Home and Business for Windows, CD/Download.

Level 9

Yes, as long as you have a separate account set up for each person you are preparing a return for, which I am assuming you are. I hope I am interpreting your question correctly.