How to transfer 2017 tax file
to the 2018 program
-- pick your situation below:
2017 Online to 2018 Online
Simple – just sign in with the same login you used
on last year's return and we'll do the rest. Forgot your
login?
Note: To transfer last year's
return to 2018 Federal Free Edition, you'll need to accept the upgrade to TurboTax
PLUS which
appears shortly after you sign in.
https://ttlc.intuit.com/questions/1900883-transfer-last-year-s-return-into-turbotax-online
https://ttlc.intuit.com/questions/2776284-why-didn-t-last-year-s-tax-return-transfer-over-in-turbota...
2017 Online to 2018 Downloaded
If you prepared your 2017 return online, in order for your previous year tax
information to transfer into your Desktop software you need to download your
2017 Online return as a .tax2017 file.
https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2015-turbotax-online-return-as-a-tax-data...
If you can't get or didn't
save the .tax file to your computer before online was shut down Oct 15 or lost
it, there is a way to do it by starting your return in the 2017 Online
version, transfer into that and then you can switch and continue in the desktop
version and you won't have to pay for online. Expand the 3rd section
for transferring an Online return in this FAQ
https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-into-turbotax-for-windows
2017 Downloaded to 2018 Online
Last year's tax data
file (.tax
files) can be transferred to Online Deluxe and higher-tier versions.
1.
Sign in
to TurboTax Online, if you haven't already done so.
2.
Select Tools on the menu bar lower left on the screen.
3.
In the
pop-up window, select Transfer
last year's TurboTax return from your computer.
4.
Read the
warning and then click Continue (or Cancel to abort the transfer).
5.
Browse to where you saved your .tax2017 file and select it.
6.
Click Transfer Return and wait for your file to finish
uploading.
7.
When you
see Transfer Complete,
click Continue to start working on your return.
https://ttlc.intuit.com/questions/1900883-transfer-last-year-s-return-into-turbotax-online
2017 Downloaded to 2018 Downloaded
Do you have the 2017 tax file on your computer?
It ends in .tax2017. You need that to transfer into 2018.
First thing you do is start a new return and it should find all your 2017
files and ask if you want to transfer them.
Here's how for Mac:
https://ttlc.intuit.com/questions/1901265-transfer-last-year-s-return-into-turbotax-for-mac
Here's how for Windows:
https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-into-turbotax-for-windows
