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I did my taxes on a different TurboTax account. Would I be able to transfer that data over to my current account?

Another family member helped me do my taxes for the past few years on their TurboTax account for consistency I would like that information brought over to my current TurboTax account
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3 Replies
rjs
Level 15
Level 15

I did my taxes on a different TurboTax account. Would I be able to transfer that data over to my current account?

There is no way to transfer information from one TurboTax Online account to another.

 

I did my taxes on a different TurboTax account. Would I be able to transfer that data over to my current account?

Next year, you could download your 2022 data from account B and upload it to account A to start your 2023 return.  But there is no way to transfer your 2022 tax return from account B to account A as a 2022 tax return.

I did my taxes on a different TurboTax account. Would I be able to transfer that data over to my current account?

If they used the Online version they should have made you a separate account.  Online is only good for 1 account and return.  So if they did your return in their account it overwrite their return or if they did their return after yours then theirs overwrote your return.   

Or did they use the Desktop CD/Download program?  Then they should give you the tax data files for all the years.  They end in .tax2021, .tax2020 etc.   You can only open the .taxyyyy file in the same year Desktop program OR transfer it into the next year (either to Online or Desktop).  

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