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davidsweiss
Level 1

I filed with TurboTax online version last year. I want to use version on my computer this year. How do I import last year's information?

 
3 Replies
DoninGA
Level 15

I filed with TurboTax online version last year. I want to use version on my computer this year. How do I import last year's information?

To access your current or prior year tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download .tax file

davidsweiss
Level 1

I filed with TurboTax online version last year. I want to use version on my computer this year. How do I import last year's information?

Thank you for the reply. I was aware how to find the return. I'm trying to figure out how to import the info into this year's return. I'm not sure if I did it when it first asked me to start the return. Is there a way to check now that I am in the process of doing it? Is there a way to import the info once it's in process? For instance, I'm trying to be able to tell if it has my old information on carryforwards and on payments made with last year's return for this year. It's confusing to see if that info is in there or needs to be entered.

VolvoGirl
Level 15

I filed with TurboTax online version last year. I want to use version on my computer this year. How do I import last year's information?

To transfer from 2018 you need to start over with a new return.  Go up to File-New.  You can only transfer at the beginning before you start.

 

If you used the online version last year and need to transfer your info to this year's Desktop version there are 2 ways depending on what you have.

 

1.  If you saved the actual .tax2018 file (not just the pdf file) to your computer before online was shut down in Oct. then start a new return  and the very first thing you do is Transfer from .tax file.  You can only transfer at the very beginning.

 

2.  If you didn't save the .tax  file to your computer or lost it,  there is a way to do it by starting your return in the Online version, transfer to that and then continue in the desktop version.  You won't have to pay for Online.   See this…..

https://ttlc.intuit.com/questions/1901476-how-do-i-switch-from-turbotax-online-to-the-turbotax-softw...

 

Here's how to transfer last year's return to Windows…..

https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-to-2018-turbotax-for-windows

 

How to transfer into Turbo Tax for Mac

https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...

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