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April 2, 2022
Question

I cannot get last year's information

  • April 2, 2022
  • 2 replies
  • 0 views
I used premium

    2 replies

    TurboTaxSusan
    April 7, 2022

    Are you using TurboTax CD/Download or TurboTax Online? If you are using TurboTax Online, are you in the same account that you used last year?
     

    April 8, 2022

     Transfer from a prior year is usually 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:

    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 please visit the following links:

    How do I transfer last year’s tax information from TurboTax CD/Download to TurboTax Online? 

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

    Thank you for choosing TurboTax.