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New Member
posted Jun 6, 2019 6:40:09 AM

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

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1 Best answer
New Member
Jun 6, 2019 6:40:17 AM

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.

5 Replies
New Member
Jun 6, 2019 6:40:11 AM

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

New Member
Jun 6, 2019 6:40:13 AM

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

New Member
Jun 6, 2019 6:40:14 AM

That worked.

New Member
Jun 6, 2019 6:40:15 AM

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

New Member
Jun 6, 2019 6:40:17 AM

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.