You'll need to sign in or create an account to connect with an expert.
(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:
Select your situation below.
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.
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:
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.
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.)
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).
Follow the on-screen instructions to finish transferring your file.
How do I transfer last year's return into the 2018 TurboTax for Mac software?
YOUR ADVICE DOES NOT WORK IN 2020! How is it possible that turbotax 2019 file was saved as a pdf file as you said to do and now it says the file is too big to transfer??
Help with successfully transferring your information has been provided below.
Transferring your 2019 tax info
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
MGloeckler
New Member
Referee06
New Member
2e548961fc1b
New Member
4Rtwincysters
New Member
Sweendog10
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.