TurboTax for Windows personal CD/Download desktop software will transfer last year's tax data file (.tax2021 file) or PDF from the 2021 TurboTax desktop or online software. It even transfers PDFs created in TaxACT or H&R Block tax prep software.
We'll transfer over 100 fields to help you get a head start on your return, including:
- Names and other personal info
- Social Security numbers
- Employer and business info
- Income forms such as W-2s and 1099s
- Credits and deductions
- Refunds and tax owed amounts
- Capital losses
- Disallowed deductions
- Credits carried over to subsequent years
- Tax schedule information
- E-file signatures if you successfully e-filed last year
Be aware that TurboTax does not transfer information that requires complex calculations, like depreciation.