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I bought turbotax from a store (as a CD) for 2015 so last year doesn't show in my history on intuit.com. How can I update my online records?

Is that even possible?

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2 Replies

I bought turbotax from a store (as a CD) for 2015 so last year doesn't show in my history on intuit.com. How can I update my online records?

Sorry, you can't. They are different products and work differently.  Only you have your 2015 tax files, so keep good back ups.

If you want to do your 2016 taxes online, there is a procedure to upload your 2015 file to transfer last year's information.  But there is no procedure to archive a copy of 2015 in your account.

I bought turbotax from a store (as a CD) for 2015 so last year doesn't show in my history on intuit.com. How can I update my online records?

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 from the My Account menu in the upper right corner.

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 .tax2015 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 


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