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April 1, 2023
Question

Hello all, I am using TurboTax online version for the first time. Last year I used the CD. How do I transfer personal information into this year?

  • April 1, 2023
  • 1 reply
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Second where does Turbo Tax online store completed tax returns

1 reply

VolvoGirl
Employee
April 1, 2023

You will need to have the .tax2021 file on your computer.  If you used the Desktop program last year here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year........

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

 

If you already started an online return you will have to clear it and start over to transfer.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

 

If you used the Desktop program before you may not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2022 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.