In TurboTax Online, how do I transfer my informati...

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Intuit

In TurboTax Online, how do I transfer my information (personal details, carry forward amounts, etc.) from my previous year's tax return?

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:

  1. 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.
  2. On the “Great to see you again!” page, select Start a new return on the left-hand side menuthen choose your preferred TurboTax Online product, and click Continue.
  3. On the “How did you do your taxes last year?” screen, select TurboTax Online, and click Continue
  4. 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.

  1. Browse to TurboTax.ca and, in the upper-right corner, select Sign In and then Continue My 2020 Tax Return.
  2. 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.
  3. 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.
  4. On the “How did you do your taxes last year” screen, select TurboTax CD/Download and then select Continue.
  5. 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

In TurboTax CD/Download, how do I transfer my information (personal details, carry forward amounts, etc.) from my previous year's tax return?

Can TurboTax automatically transfer information (personal details, carry forward amounts, etc.) from my previous tax return?

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?

I got a new computer. How do I transfer my TurboTax CD/Download file from last year into this year’s return?

What information can I transfer to next year?

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