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April 29, 2022
Question

Can my 2021 return load information from my 2020 return?

  • April 29, 2022
  • 1 reply
  • 0 views
I have filed with TurboTax for the past several years. When I start a new 2021 return, why isn't even my basic information, such as my name and birthdate, loading automatically into my new return ?

    1 reply

    April 30, 2022

    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.

     

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

    For more information here is a TurboTax FAQ: In TurboTax Online, how do I transfer my information from my previous year's tax return? 

     

    Thank you for choosing TurboTax.