When using TurboTax to file a return, your personal information and carry-forward amounts are automatically transferred to the next year. These include:
- Your address and date of birth
- Charitable donations and gifts
- Tuition and education amounts
- RRSP receipts
If you used TurboTax CD/Download last year and want to switch to TurboTax Online, you can easily transfer your details.
Here’s how to make the transfer:
- Visit the TurboTax website
- Select Sign In from the menu
- Select Continue My 2022 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
- 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.
Thank you for choosing TurboTax.
