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posted Oct 29, 2019 9:18:32 PM

Switch from cd/software version to online version will old data be uploaded automatically?

i would like to switch to online version but have previously used cd/software version, if i switch, does my old data on my computer get uploaded to the online version so that i don't have to reenter?

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1 Best answer
Level 6
Oct 29, 2019 9:18:33 PM

Your previous year personal details and any carryforward amounts can be imported from a stored Turbotax PC file into your 2015 on-line tax return.

This process is not 'automatic' .
When you create a new 2015 tax file in Turbotax on-line, you will be asked whether you want to import  from a 2014 return. You will then need to browse files on your PC to locate your .tt14 stored file. That file might be on the PC hard-drive, or on an attached memory device.

1 Replies
Level 6
Oct 29, 2019 9:18:33 PM

Your previous year personal details and any carryforward amounts can be imported from a stored Turbotax PC file into your 2015 on-line tax return.

This process is not 'automatic' .
When you create a new 2015 tax file in Turbotax on-line, you will be asked whether you want to import  from a 2014 return. You will then need to browse files on your PC to locate your .tt14 stored file. That file might be on the PC hard-drive, or on an attached memory device.