How do I transfer last year's return to TurboTax Online?
(If you're looking to transfer last year's return to TurboTax CD/Download, follow these instructions instead.)
It's easy to transfer last year's return and depending on your situation, the transfer could be:
· Automatic—which will transfer all of your info without you having to do anything extra.
· Or from a PDF—which will transfer your personal info and your AGI to give you a head start.
· Or from a .tax file—which will transfer all of your info in a few short steps.
Select your situation below.
If you used TurboTax Online last yearAll you need to do is sign in with the same login you used last year, and we'll transfer your information over.
Can't remember your login from last year? Try our account recovery tool.
If you used other tax software last yearSelect the method you used to file last year and use the onscreen help links and instructions to transfer your PDF and to change your filing status (single, married filing jointly, etc.) if different.
Keep in mind:
· The PDF needs to be your 1040, 1040A, or 1040EZ.
· The program accepts PDFs from a range of providers, such as:
·
o H&R Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, Liberty Tax/Tax Brain
We support a wide number of other providers and keep expanding our capabilities.
In certain situations, the program might not accept a PDF, such as when it’s password-protected, a scan of a hard copy rather than an electronic PDF, and certain other cases. If this happens, don’t worry, we’ll guide you through typing in your info.
If you used TurboTax CD/Download last yearYou can transfer last year's tax data file (.tax2017) if you're preparing your 2018 return online in TurboTax Live Basic, TurboTax Deluxe, TurboTax Live Deluxe, TurboTax Premier, TurboTax Live Premier, TurboTax Self-Employed, or TurboTax Live Self-Employed. (Free Edition, with or without PLUS, doesn't support transferring last year's .tax file.)
· You won't be able to transfer a PDF, it must be a .tax file.
Note: If you already started your 2018 return in TurboTax Online, transferring will clear any info you have already entered. Please keep in mind, a .tax file from a previous year will not transfer if the file is password protected.
Here's how to transfer:
You have to use TurboTax Online on your computer to do this transfer (it won’t work from a mobile device/mobile web, or in the mobile app).
1. Sign in to TurboTax Online and start a new return, or continue a return you already started by selecting the Take me to my return button.
2. After the screen has loaded, select the TaxTools drop-down menu in the left-hand column, and then select Tools.
3. In the pop-up window, select the Transfer last year's TurboTax return from your computer link. (If you don’t see this option, you may need to Clear & Start Over.)
Follow the on-screen instructions to finish transferring your file.
Related Information:· Why didn't last year's tax return transfer over in TurboTax Online?
· When transferring a .tax file, what information carries over to my return?
· Forgot your TurboTax Online User ID or password?
· Transfer last year's return to 2018 TurboTax for Windows
· How do I transfer last year's return into the 2018 TurboTax for Mac software?
My phone number is [phone number removed]. I am unable to link our 2018 tax return to serve as starting point for preparing 2019 return.
assist me with down loading 2018 return to 2019 return. 2018 return was prepared on Turbox.
@cshaight wrote:
Can turbotax be installed on two computers?
The TurboTax desktop software can be installed any computers that you own. For 2019 the license is for 5 installs.
After nearly completing my 2019 taxes, I received a letter from the state (MN) changing some 2018 data. I corrected the data in my 2018 Turbo tax forms but now need to change the date in 2019. Is there a way to reload the (new) data without deleting all my 2019 work? Over ride didn't work. Thanks!
I load my new 2019 Turbotax and when I open it is 2018 software.
By the way - have used your product for several years - excellent
Lee Jacobs
Are you sure it's not just asking for your 2018 return to transfer from? Did you have to enter the 14 digit License Code to activate it? If you did it's definitely 2019. The License Code is new this year.
Do you have the CD or install from a download?
@Lee-Jacobs wrote:
I load my new 2019 Turbotax and when I open it is 2018 software.
By the way - have used your product for several years - excellent
Lee Jacobs
Did you purchase a CD or download it from "My Downloads" ? Be sure you downloaded the correct year if there is more then one download in your account.
I purchased a 2019 Deluxe TurboTax from Costco... but when I downloaded the disc it as 2018.
Then when I downloaded using the license number [product key removed] I got the same 2018!!!
Lee D.
[phone number removed]
[email address removed]
Maybe you are starting the wrong program? Go up to Help-About. Are you sure when you start it is not just asking for a 2018 return to transfer from? That sometimes confuses people. Did you go up to File-New return?
I started the program on the disc -also tried download. It is definitely a 2018 return disc.
I'll return to Costco
Lee Jacobs
Can you verify the following license code is for tax year 2019? Sure looks like 2018
[product key removed]
Lee Jacobs
Has to be for 2019. The License Code is a new thing this year. 2018 didn't need a License Code.
I have the mobile apt.that I get into with my finger print.i can't remember e-mail or pass word.i need a copy of my 2020 taxes that I did.and I can't seem to download them
You can follow the TurboTax FAQ below to discover what email address and user ID you have used to located your prior year tax return.
How many Intuit Accounts do I have with TurboTax?
Once you have logged into the correct TurboTax account please see this TurboTax FAQ for more information on how to access a prior year's tax return.
i have a 2020 turbotax download version. i am not able to transfer the 2019 tax return, the tax file or pdf file, also from the download version.
You need to have the file ending in .tax2019 to transfer in to 2020. Are you on Windows? It should be in your Documents then in a Turbo Tax folder. Or search your whole computer for all files ending in .tax or .tax2019. And check your Recycle Bin. Are you on Windows 10? That can move files to different spots like to One Drive. Or to Drop Box. Check your backups. Could it be under a different user on your computer?
If you don't have the main .tax file you might have one that starts with a Tilde sign ~ like "~your name.tax2019". That file is if your computer crashes or your real file gets lost or deleted or corrupt so you can restore it.
See if you have any other .tax2019 files on your computer. Maybe you transferred from the wrong one. Or you changed your return after filing like to test?
Find your Tax file in Windows
Here's an idea. Do you still have 2019 installed? Try opening 2019 program and see if you can get your 2019 return to show up in it. Go to FILE - OPEN. See if it is the right one. Then save it again with a name and place you can find. Go to File - Save As.
Need to talfkto a Turbo Tax representative, before I begin my 2022 IRS taxes. I am an annual user of online
Turbp Tax.....and can't determine which offer I used. Need the same this year. I want the one where last years info is shown for ease anf following while entering indo.
Please contact customer support at the link below.
@OhioBob33 You can transfer from last year in Online Deluxe and above. You just need to log into the same account.
Can't you find your account? It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used
https://myturbotax.intuit.com/account-recovery/
TurboxTax will not transfer my info from last year's tax return that is on my computer. I used TurboTax last year also.
First, make sure you're using the same TurboTax account (with the same username) as in prior years. If you are using a different account/email, it will not transfer unless your under the same account and the below instructions won't work to transfer last years taxes.
If you need to find an account, our account recovery tool can help you find your User ID or password.
Please see the TurboTax FAQ below for additional assistance:
How do I transfer last year's return into TurboTax Online?
If you still need further assistance, the best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using in the TurboTax FAQ below. We're open daily from 5:00 AM to 9:00 PM PT.
What is the TurboTax phone number?