If you used TurboTax for your prior year taxes, you are able to transfer your information for next year tax return.
Transfer from a prior year is done at the start of a new return. If you’ve already started a TurboTax Online return, you can still transfer your information by starting a new one.
Here’s how to transfer information from your prior tax return in TurboTax Online:
- Visit the TurboTax website
- Enter your credentials (the same as you used last year) and select Sign In
- On the Great to see you again! screen, select Start a new return from the menu
- Choose your preferred TurboTax Online product
- On the How did you do your taxes last year? screen, select TurboTax Online, then Continue
- On the Hello again! We're so glad you're back screen, select Yes, then Continue
- Follow the on-screen instructions to proceed through the file transfer process
For more information please refer to our TurboTax FAQ: how do I transfer my information from my previous year's tax return?
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