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clearlakedan
New Member

I created a new return for my deceased mother in Turbo and have entered her name, etc. I now would like to import data from 2017 turbotax return. How do I do that?

When I try to import my mother's 2017 data from last year's Turbotax return system wants to create a brand new return for her. I already created one and would rather not start over. 

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Accepted Solutions
TurboTaxSusan
Moderator

I created a new return for my deceased mother in Turbo and have entered her name, etc. I now would like to import data from 2017 turbotax return. How do I do that?

I’m sorry to hear of your loss.

You need to transfer the information for the previous year when you are creating a return. If you create a return without the transfer, then there is no way to do the transfer afterwards.

Here is how to transfer information from your previous year's tax return in TurboTax CD/Download: https://turbotax.community.intuit.ca/replies/2647740


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1 Reply
TurboTaxSusan
Moderator

I created a new return for my deceased mother in Turbo and have entered her name, etc. I now would like to import data from 2017 turbotax return. How do I do that?

I’m sorry to hear of your loss.

You need to transfer the information for the previous year when you are creating a return. If you create a return without the transfer, then there is no way to do the transfer afterwards.

Here is how to transfer information from your previous year's tax return in TurboTax CD/Download: https://turbotax.community.intuit.ca/replies/2647740


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