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New Member
posted Feb 25, 2023 11:42:36 AM

Last year I purchased TurboTax desktop because of K1 forms. This year I qualify for the free version. How do I import last years info from the desktop to the free one?

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2 Replies
Intuit Alumni
Feb 25, 2023 11:59:20 AM

@smith5646 

 

If you are trying to transfer your 2021 tax return information from Desktop into TurboTax Online for 2022, please see the FAQ link provided below. If this does not work for you, please respond back here and let us know so that we can further assist you:

 

Transfer last year's return to 2022 TurboTax for Windows

Level 15
Feb 25, 2023 12:00:51 PM

First of all you can't transfer into the Free Edition.  So you will need to upgrade to Deluxe or higher.  

You will need to have the .tax2021 file on your computer.  If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

 

If you already started an online return you will have to clear it and start over to transfer.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2022 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.