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Please note:
- As of tax year 2019, TRA (Tax return access) services are included in all free and paid products, regardless of whether or not you have added any PLUS features onto your account.
- Transfer of TurboTax CD/Download tax year 2015 files into TurboTax Online for tax year 2016 is not supported.
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:
If you used TurboTax Online last year
- Browse to TurboTax.ca and, in the upper-right corner, select Sign In and then Continue My 2020 Tax Return. Your credentials are the same ones you used last year.
- On the “Great to see you again!” page, select Start a new return on the left-hand side menu, then choose your preferred TurboTax Online product, and click Continue.
- On the “How did you do your taxes last year?” screen, select TurboTax Online, and click Continue
- On the “Let’s start with last year’s return” screen, select Choose File. Browse to and select your prior year TurboTax CD/Download file, and then select Continue.
If you used TurboTax CD/Download last year
- Browse to TurboTax.ca and, in the upper-right corner, select Sign In and then Continue My 2020 Tax Return.
- If you have a TurboTax Online account, follow the prompts to sign in; your credentials are the same ones you used last year. If you don’t have an account, follow the prompts to create one and then sign in.
- If you already have a TurboTax Online account: After you sign in, on the “Great to see you again!” page, select Start a new return on the left-hand side menu. Choose the TurboTax Online product you’d like to use and then click Start.
- On the “How did you do your taxes last year” screen, select TurboTax CD/Download and then select Continue.
- On the “Let’s start with last year’s return” screen, select Choose File. Browse to and select your prior year TurboTax CD/Download file, and then select Continue.
Related information
What information is carried forward from my previous TurboTax return?
Where do I find my TurboTax CD/Download file from last year to transfer into this year’s return?
