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New Member
posted Jan 9, 2024 8:17:55 AM

How to import TurboTax from last year?

It is ridiculous that I have the option to import Quicken etc, but no option to import Turbotax from last year. Intuit website is of no help. 

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2 Replies
Level 15
Jan 9, 2024 8:21:45 AM

You do not "import" TurboTax.  You

transfer

the 2022 tax file in to 2023 BEFORE you start to enter 2023 data.

 

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

Level 15
Jan 9, 2024 8:23:44 AM

Well for one you must have the 2022 tax data file on your computer with the 2023 TurboTax program started.  When you start a New Tax Return the software looks for prior year tax data filed in the TurboTax folder within the Documents directory.  If none are found you can always click on Find tax file to locate where you saved the data filed.

See this TurboTax support FAQ for transferring tax data to the new tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-2021-turbotax-windows/L0JcyjyrG_US_en_US?uid=lr6k80o6

 

Been using the TurboTax desktop programs for the past 20+ years and never have a problem transferring the prior year tax data to the current year tax return.