Please follow the below steps for how to transfer information from the last 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:
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 theGreat to see you again!screen, select Start a new returnfrom the menu
Choose the TurboTax Online product you’d like to use
On theHow did you do your taxes last year?screen, select TurboTax CD/Download, then Continue
On theLet’s start with last year’s returnscreen, select Choose File
Find and select your prior-year TurboTax CD/Download file, then select Continue
To view a previous year’s tax return, you have the following options:
Retrieving the PDF copy of your tax return
If you saved a PDF copy of your return, find and open the PDF on your computer or device. The default file name isName_Year_copy.pdf (example: Jonny_2022_copy.pdf).
If you used an online edition of TurboTax in tax year 2022 (excluding TurboTax Free):
Sign in to TurboTax for tax year 2022:
On theGreat to see youstep, scroll to theAccess your filed returnssection towards the bottom.
Select theOpenlink to see links to PDFs of your filed return(s).
Opening your return in online editions of TurboTax
Each new year of TurboTax Online is distinct from the year prior. To find your return for a certain year:
1. Sign into the TurboTax Online version for that year.
2. On theWelcome backstep, select Continue next to the return you want to view to open the return.
Another option to view your returns:
You can find a copy of your submitted T1 General if you have registered for a CRA My Account. Your account should have the records of T1 General for the current year and the past 11 years that you filed under the tax returns view section. For anything older, you will need to contact the CRA directly at 1-800-959-8281 to request a copy.
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