Hi there, in previous years, we used a Disk version of Turbo Tax. This year we purchased the online version.
Are we able to copy our initial information from the Disk version filings we've saved on the same computer to our online version? Both years were Premier version
When using TurboTax to file a return, your personal information and carry-forward amounts are automatically transferred to the next year. These include:
If you used TurboTax CD/Download last year and want to switch to TurboTax Online, you can easily transfer your details.
Here’s how to make the transfer:
Visit the TurboTax website
Select Sign In from the menu
Select Continue My 2022 Tax Return
If you have a TurboTax Online account, sign in. If you don’t have an account, create one and then sign in
On the Great to see you again! screen, select Start a new return
Select Create a different return
Choose which edition of TurboTax Online you want to use
On the How did you do your taxes last year screen, select TurboTax CD/Download
Select Continue
On the Let’s start with last year’s return screen, select Choose File
Find and select your TurboTax CD/Download file from the prior year
Enter your SIN number
Select Continue
If you need to make changes, check the appropriate box(es)
When you’re done, check the last box to continue
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
Select Continue twice
You’re now ready to prepare your tax return with the current year information.
Thank you for choosing TurboTax.