Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 

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. 

1 Best answer

Accepted Solutions

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


View solution in original post

1 Reply

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