How do I transfer information (carry forward amoun...

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Intuit

How do I transfer information (carry forward amounts, etc.) from my previous year's tax return (CD/Download version)?

Once you’ve installed and opened TurboTax CD/download for the current tax year, TurboTax should automatically locate your tax data files from last year for you, and show them to you on the Welcome screen.
Please Note:

  • Transfer from TurboTax online editions to TurboTax CD/Download editions is not supported.
  • Transfer from any edition into a TurboTax Free edition is not supported.
  • Selective (or partial) transfer of info from the prior year is not supported
  • You can edit or delete any info that transfers; edit it the same way you would if you had entered it manually
  • You can only transfer from the prior year when you start a new return for the current year; You can’t transfer into a current year return you’ve already started

 

 

 

  1. Install and open TurboTax for the current tax year.
  2. Select Transfer into a new 2019 return beside the return from last year you’d like to transfer from.

If TurboTax CD/Download doesn’t find your returns from last year, you might have saved your tax data file at a different location. To find them on your machine, search for them by their file extension.

All TurboTax CD/Download files are *.TTtax_year. For example, if you’re looking for your tax year 2018 files, search for *.TT18.

Related information:

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