Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
CapePete
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

 
1 Best answer

Accepted Solutions
KaseyG
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

To upload your tax forms and documents from Desktop (last year) to Online (this year), here are the steps to take so you can start off on the best step:

You can transfer last year's tax data file (*.tax2015) if you're preparing your 2016 return in TurboTax Online Deluxe, Premier, or Self-Employed.

  • You won't be able to transfer a PDF, it must be a *.tax file.
Note: If you already started your 2016 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 must be using 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.
    (To continue a return, sign in and then click the orange Take me to my return button.)
  2. Make sure you've gone past the blue "simple and accurate" screen before continuing to the next step.
  3. Select the My Account drop-down menu in the upper right, and then select Tools.
  4. In the pop-up window, select Transfer last year's TurboTax return from your computer.
Follow the on-screen instructions to finish transferring your file.

View solution in original post

5 Replies
KaseyG
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

Did you use the Premier Online version or the Desktop version last year?
CapePete
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

Desktop version.  Purchased on-line and downloaded the install app.
CapePete
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

That worked.
KaseyG
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

I'm happy that worked! Good luck with your taxes, and fee free to reach out if you need any more help!
KaseyG
New Member

Should Self-Employed software be importing last years information where I used TurboTax Premier on same laptop?

To upload your tax forms and documents from Desktop (last year) to Online (this year), here are the steps to take so you can start off on the best step:

You can transfer last year's tax data file (*.tax2015) if you're preparing your 2016 return in TurboTax Online Deluxe, Premier, or Self-Employed.

  • You won't be able to transfer a PDF, it must be a *.tax file.
Note: If you already started your 2016 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 must be using 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.
    (To continue a return, sign in and then click the orange Take me to my return button.)
  2. Make sure you've gone past the blue "simple and accurate" screen before continuing to the next step.
  3. Select the My Account drop-down menu in the upper right, and then select Tools.
  4. In the pop-up window, select Transfer last year's TurboTax return from your computer.
Follow the on-screen instructions to finish transferring your file.

Dynamic AdsDynamic Ads
Privacy Settings
v