In TurboTax Online, how do I transfer my information from my previous year's tax return?

SOLVED•by TurboTax•404•Updated January 16, 2023

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

Visit the TurboTax website
Enter your credentials (the same as you used last year) and select Sign In
On the Great to see you again! screen, select Start a new return from the menu
Choose your preferred TurboTax Online product
On the How did you do your taxes last year? screen, select TurboTax Online, then Continue
On the Hello again! We're so glad you're back screen, select Yes, then Continue
Follow the on-screen instructions to proceed through the file transfer process

If you used TurboTax CD/Download last year

Visit the TurboTax website
If you have a TurboTax Online account, follow the prompts to sign in (your credentials are the same as you used last year). If you don’t have an account, follow the prompts to create one and then sign in
If you already have a TurboTax Online account: After you sign in, on the Great to see you again! screen, select Start a new return from the menu
Choose the TurboTax Online product you’d like to use
On the How did you do your taxes last year? screen, select TurboTax CD/Download, then Continue
On the Let’s start with last year’s return screen, select Choose File
Find and select your prior-year TurboTax CD/Download file, then select Continue