Transferring from 2019 un-filed return to 2020

Forum|Forum|6 years ago
April 26, 2020
1 reply
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Hi TurboTax,

This year (2019), after I did my tax return on TurboTax, I had a CPA to review and do my return as well. The CPA will e-file my return, so I don't need to file my return through TurboTax.

My question is: since I won't file my return through TurboTax this year (2019). When I file my return for 2020 next year, could TurboTax 2020 transfer or import un-filed 2019 TurboTax data so that I can continue use TurboTax in 2020 and future by myself?

I just want to make sure I can use TurboTax by myself next year if my tax situation is simple enough.

Thanks

macuser_22

Alumni - Champ

No. If you filed with a professional you cannot import into next year.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

lzzhangAuthor

Level 2

Thanks for quick response.

So you mean even I have "TurboTax 2019 Tax Return" file in my computer, since 2019 tax is not filed through TurboTax, when I purchase TurboTax 2020 next year, the TurboTax 2020 can't import the "TurboTax 2019 Tax Return" file?

I think e-file through TurboxTax is optional, everybody can use TurboTax for tax preparation, but not necessary filing tax through TurboTax.

VolvoGirl

Level 15

You can transfer an unfinished or not filed return into next year. Does your Turbo Tax return match what was actually filed? Maybe you can fix it up so it matches. Well at least if you transfer your return it will have your basic info, etc. and there might not be anything you need to change.