In TurboTax Online, how do I transfer my information from my previous year's tax return?

by TurboTax•4• Updated 3 weeks ago

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

Visit the TurboTax website.
Enter your credentials (the same as you used last year) and select Sign In.
On the Welcome back! We’ll transfer info for [your name] screen, select Start your return.
On the This year get unlimited tax advice from experts screen, under your preferred level of service, select Start. (For reference, it shows which option you chose last year.)
At Here's a snapshot of what we'll transfer, select Continue.
On the We’re done! screen, select Continue.
Answer the initial Personal Info interview questions to confirm the info that was transferred and to identify any changes since last year. Completing this unlocks the Tax Home screen.
From the Tax Home screen, continue to access and prepare each part of your tax return using one of these features:
- Add to your return
- Up next - Recommended (if you want a suggestion on what to do next)
- To do (to go to a section of the return)

If you used TurboTax Desktop last year

Visit the TurboTax website.
- If you don’t yet have a TurboTax Online account, follow the prompts to the File with complete confidence screen.
- Select Create account and follow the steps to create your account.
Sign in, and on the Great to see you again! screen, select Start a new return.
Continue until arriving at the How did you do your taxes last year? screen and select TurboTax Download/CD, then Continue.
On the Let’s start with last year’s return screen, select Choose File, and from the Open pop-up, select your 2023 file and select Open.
Now that your 2023 filename is in the Choose a .tt23 file to upload field, enter your Social Insurance number and select Continue.