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April 13, 2025
Question

Doew TurboTaxHome andBusines sallow you to import information from last year's return?

  • April 13, 2025
  • 2 replies
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Does TurboTax Home and Business allow you to import information from last year's return?

2 replies

DoninGA
Employee
April 13, 2025

If you are using the TurboTax Home & Business desktop edition for tax year 2024, then Yes you can transfer a 2023 tax data file when you select New Tax Return.

The 2023 tax data file has to be located on a drive that is accessible to the TurboTax program.

VolvoGirl
Employee
April 13, 2025

What version did you use last year?  The Online version or the Desktop program?  If you used the Desktop program you should have the tax file ending in .tax2023 on your computer.   When you start a new 2024 return it will look for the .tax2023 file and show it in a box and ask if you want to transfer from it.  If it doesn't find it you can Browse to where it is.  

 

If you used the Online version last year there will be a blue button to  Import From TurboTax Online

 

This shows both the Browse button and Import button