TurboTax Online - Auto-fill feature

[hungrypaprikas]

Hi

Can you please advise how to find the auto fill feature on the new 2024 Turbo Tax Online?

I appreciate that we can't use auto fill until late February 2025, but once available by CRA, how can we find it and use it on Turbo Tax online.

Thanks

[TurboTaxVeronique]

When you'll start your 2024 return in TurboTax Online, you'll have, on the left, "Tax Home". This will be your main section where you'll have to navigate and create your tax return. From "start a new return" and by following the recommended steps, one by one, you'll be invited to use Auto-fill after you enter your personal info and right before your tax profile (see screenshot).

Thank you for choosing TurboTax.

[hungrypaprikas]

So I do remember being asked to import last year details which I did. However, I would like to do another import towards end of February 2025 once the T4 and RRSP details are uploaded by CRA.

I’m unsure how to do another import as I don’t see the option anymore ? Will I have to start a new return from scratch ?

[hungrypaprikas]

Just to clarify, I was actually asked to ‘transfer’ details from last year, not import. 

I didn’t get the import option. I started a new return as a test but still did not get the import option. 

[TurboTaxAniqua]

Transfer information feature is to transfer your previous year tax return if you have used TurboTax software last year.

Import option is there to import information directly from CRA by logging into your CRA account, However that service is not available yet by CRA. It will be available by the end of February 2025. 

Thanks for choosing TurboTax.

[Rodent1066]

what happens if you missed this step. Can you go back?

[TurboTaxVeronique]

@Rodent1066 Yes, you can redo Auto-Fill, if you want, at the end of February 2025. You will have to follow the same instruction we gave previously in screenshots.

Just make sure to always verify you don't have any T-Slip in double and all the information on them is accurate.

Thank you for choosing TurboTax.