Select your situation below and follow the instructions:
If you used TurboTax Online last year
Sign in with the same user ID you used last year and we'll transfer your information over.
Can't remember last year's info? Try our account recovery tool.
If you used the TurboTax CD/Download software last year
- Sign in to TurboTax Online and start a new return, or open or continue a return you already started
- Select Tax Tools and then Tools
- Select Transfer last year's TurboTax return from your computer
- If you don’t see this option, you may need to clear and start over
- Follow the instructions to finish transferring your file
- You won't be able to transfer a PDF, it must be a tax data file with a filename extension .tax2021
- Remove any password protection from the data file before transferring
- If you already started your 2022 return in TurboTax Online, transferring will clear any info you have already entered
If you used other tax software last year
Select the method you used to file last year and use the help links and instructions to transfer your PDF and to change your filing status (like single or married filing jointly), if different.
Keep in mind:
- The PDF needs to be your 1040 or 1040-SR
- The program accepts PDFs from a range of providers, such as HR Block, Credit Karma, TaxAct, ezTaxReturn, TaxSlayer, or Liberty Tax/Tax Brain
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, when it's a scan of a hard copy rather than an electronic PDF, or in certain other cases. If this happens, we'll guide you through typing in your info.
