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Is it possible to port previous year's data from local to online TurboTax?
Is it possible to port previous year's data from local to online TurboTax?
January 13, 2022
6:17 AM
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Getting started
We appreciate you choosing TurboTax,
Yes it is possible to transfer last year’s tax information to TurboTax Online
Here’s how to make the transfer:
- Visit the TurboTax website.
- Select Sign In from the menu.
- Select Continue My 2020 Tax Return.
- If you have a TurboTax Online account, sign in. If you don’t have an account, create one and then sign in.
- On the Great to see you again! screen, select Start a new return.
- Select Create a different return.
- Choose which edition of TurboTax Online you want to use. We recommend Standard to start. You can always upgrade later.
- On the How did you do your taxes last year screen, select TurboTax CD/Download.
- Select Continue.
- On the Let’s start with last year’s return screen, select Choose File.
- Find and select your TurboTax CD/Download file from the prior year.
- Enter your SIN number.
- Select Continue.
- If you need to make changes, check the appropriate box(es).
- When you’re done, check the last box to continue.
- Select the return(s) you want to transfer, or select I want to transfer all information and prepare our returns together to choose multiple returns.
- Select Continue twice.
You’re now ready to prepare your tax return with the current year information.
Please visit the links provided for further clarifications:
TurboTax: How do I transfer my TurboTax files to a different computer?
TurboTax: How do I transfer last year’s tax information from TurboTax CD/Download to TurboTax Online?
Please contact our phone support team or contact us directly on Facebook or Twitter if you require further assistance.
January 13, 2022
7:48 AM