How do I transfer last year’s tax information from...

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TurboTax Support
Intuit

How do I transfer last year’s tax information from TurboTax CD/Download to TurboTax Online?

When using TurboTax to file a return, your personal information and carry forward amounts are automatically transferred to the next year. These include:

  • Your address and date of birth
  • Charitable donations and gifts
  • Tuition and education amounts
  • RRSP receipts

If you used TurboTax CD/Download last year and want to switch to TurboTax Online, you can easily transfer your details. Watch the video tutorial above or follow the steps below to learn how to transfer your year-over-year tax information to TurboTax Online. 

Here’s how to make the transfer:

  1. Go to turbotax.ca in your internet browser.
  2. From the menu, select Sign In.
  3. Select Continue My 2020 Tax Return
  4. If you have a TurboTax Online account, log in. If you don’t have an account, create one and then log in.
  5. On the “Great to see you again!” screen, select Start a new return.
  6. Select Create a different return.
  7. Choose which edition of TurboTax Online you want to use. We recommend Standard to start. You can always upgrade later. 
  8. On the How did you do your taxes last year screen, select TurboTax CD/Download
  9. Select Continue
  10. On the Let’s start with last year’s return screen, select Choose File
  11. Find and select your TurboTax CD/Download file from the prior year.
  12. Enter your SIN number.
  13. Select Continue
  14. If you need to make changes, check the appropriate box(es). 
  15. When you’re done, check the last box to continue.
  16. Select the return(s) you want to transfer, or select I want to transfer all information and prepare our returns together to choose multiple returns. 
  17. Select Continue twice. 

You’re now ready to prepare your tax return with the current year information.

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