Transferring your past turbo tax filled returns from a parent's User ID to your user ID.

I started filling my returns years ago under my parents user ID. Now as an independent adult I would like to file my next year's tax return under my own user ID (where other family members cannot access my T4 statements etc.) How can I load my past filing information under my user ID, so that I can leverage the information to file my next filling return? There's information such as the tuition credits that can be carried forward.

836

Moderator

Sep 20, 2023 6:59:13 AM

Unfortunately, you will not be able to get your previous income tax returns put under a different ID as that is how they were created. You can simply download a PDF of each to have it saved on your computer. This year, you can complete your own under your own ID if you wish to- if you have any credits which are transferred over you will have those amounts in your Notice of Assessment. You will need to enter them manually this year only.

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Transferring your past turbo tax filled returns from a parent's User ID to your user ID.