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

SOLVEDby TurboTax52Updated January 20, 2024

If you used TurboTax CD/Download last year and want to switch to TurboTax Online, here's how to transfer your details:

  1. Sign into TurboTax Online and start a new retutn
  2. When asked How did you do your taxes last year, select TurboTax Download/CD and Continue.
  3. On the Let’s start with last year’s return screen, select Choose File.
  4. Find and select your TurboTax CD/Download file from the prior year.
  5. Enter your Social Insurance number and select Continue.
  6. Answer the questions on the following screens to transfer your info.

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