Can I transfer/import my Turbotax data using the software from my computer for years to the Turbotax online? If yes, how many years back can I transfer/import?

I have been using Turbotax software for years. I have my data for past years on my computer incase I need them for auditing or any other reason.

I'd like to start using the online service but I'm not sure if i can transfer/import me data for previous years, not just last yer.

Answer

The online version stores three years; 2016, 2017 & 2018. If you need to access further back, you will have to go to your MyCRA account here: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html

Please see link from TurboTax on how to transfer (if needed):

In TurboTax Online, how do I transfer my information (personal details, carry forward amounts, etc.) from my previous year's tax return?

Please note:

  • Transfer of prior year returns into TurboTax Free editions is not supported unless you purchase the Plus bundle.
  • Specifically, transfer of TurboTax CD/Download tax year 2015 files into TurboTax Online for tax year 2016 is not supported.

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

  1. Browse to TurboTax.ca and, in the upper-right corner, select Sign In and then Start or Continue My 2018 Tax Return. Your credentials are the same ones you used last year.
  2. On the “Great to see you again!” page, beside Start a new 2018 return, select Continue.
  3. On the “Welcome back!” screen, where it says From last year, which of your completed tax returns do you want to transfer?, select the tax return that contains the information you’d like to transfer, and then select Continue.

If you used TurboTax CD/Download last year

1. Browse to TurboTax.ca and, in the upper-right corner, select Sign In and then Start or Continue My 2018 Tax Return.

2. If you have a TurboTax Online account, follow the prompts to sign in; your credentials are the same ones you used last year. If you don’t have an account, follow the prompts to create one and then sign in.

  • If you have already have a TurboTax Online account: After you sign in, on the “Great to see you again!” page, beside Start a new 2018 return, select Continue. Select the TurboTax Online product you’d like to use (you can choose any product except Free) and then select Start.

3. On the “Let’s see if we can save you some time” screen, TurboTax will prompt you to indicate which product you used last year. Where it says Did you use TurboTax last year?, select Yes. Where it says Which product did you use?, select TurboTax CD/Download and then select Continue.

4. Select Choose File. Browse to and select your prior year TurboTax CD/Download file, and then select Continue.

 

 

Additional notes:

  • Selective (or partial) transfer of info from the prior year is not supported
  • You can edit or delete any info that transfers; edit it the same way you would if you had entered it manually
  • You can only transfer from the prior year when you start a new return for the current year; you can’t transfer into a current year return you’ve already started

 

Related information


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