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How do I start an online return and import last year's tax file information?

I used the CD version last year and have the tax2019 file.  I can't seem to begin a 2020 return that will let me import the information.
1 Best answer

Accepted Solutions
Level 15

How do I start an online return and import last year's tax file information?

 

You can transfer last year's tax data file (with a filename extension .tax2019) if you're preparing your 2020 return online in TurboTax Live Basic, TurboTax Deluxe, TurboTax Live Deluxe, TurboTax Premier, TurboTax Live Premier, TurboTax Self-Employed, or TurboTax Live Self-Employed. (Free Edition, with or without MAX, doesn't support transferring last year's .tax file.)

 

  • You won't be able to transfer a PDF, it must be a tax data file with a filename extension .tax2019.
  • Remove any password protection from the data file before transferring.

Note: If you already started your 2020 return in TurboTax Online, transferring will clear any info you have already entered. Please keep in mind, a .tax file from a previous year won't transfer if the file is password protected.

 

Here's how to transfer:

You have to use TurboTax Online on your computer to do this transfer (it won't work from a mobile device/mobile web, or in the mobile app).

  1. Sign in to TurboTax Online and start a new return, or open or continue a return you already started.
  2. After the screen has loaded, select the Tax Tools drop-down menu in the left menu and then select Tools.
  3. In the pop-up window, select the Transfer last year's TurboTax return from your computer link. (If you don’t see this option, you may need to clear and start over.)

Follow the instructions to finish transferring your file.

View solution in original post

1 Reply
Level 15

How do I start an online return and import last year's tax file information?

 

You can transfer last year's tax data file (with a filename extension .tax2019) if you're preparing your 2020 return online in TurboTax Live Basic, TurboTax Deluxe, TurboTax Live Deluxe, TurboTax Premier, TurboTax Live Premier, TurboTax Self-Employed, or TurboTax Live Self-Employed. (Free Edition, with or without MAX, doesn't support transferring last year's .tax file.)

 

  • You won't be able to transfer a PDF, it must be a tax data file with a filename extension .tax2019.
  • Remove any password protection from the data file before transferring.

Note: If you already started your 2020 return in TurboTax Online, transferring will clear any info you have already entered. Please keep in mind, a .tax file from a previous year won't transfer if the file is password protected.

 

Here's how to transfer:

You have to use TurboTax Online on your computer to do this transfer (it won't work from a mobile device/mobile web, or in the mobile app).

  1. Sign in to TurboTax Online and start a new return, or open or continue a return you already started.
  2. After the screen has loaded, select the Tax Tools drop-down menu in the left menu and then select Tools.
  3. In the pop-up window, select the Transfer last year's TurboTax return from your computer link. (If you don’t see this option, you may need to clear and start over.)

Follow the instructions to finish transferring your file.

View solution in original post

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