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 year
All 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 year
Select 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 year
You 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?
