In TurboTax, how do I transfer my information from my previous year's tax return?
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:
- Visit the TurboTax website.
- Enter your credentials (the same as you used last year) and select Sign In.
- At Welcome back! We’ll transfer info for [your name], select Start your return.
- At 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.
- At We’re done!, 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 2024 tax return.
- From 2024 tax return, 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)
- 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 How did you do your taxes last year? and select TurboTax Download/CD, then Continue.
- At Let’s start with last year’s return, 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.