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- Open TurboTax 2016 and choose Start a New Return from the TurboTax File
- Don't open an existing return by selecting Continue.
- When your 2015 tax file appears on the Good News screen, select it and click Transfer Return.
- If you don't see last year's tax file, select Browse and in the new window, select All Files (*.*) from the drop-down in the lower right corner. Then browse to wherever you stored your 2015 return and open it.
- Still can't locate it? It might be on another computer. You'll need to move it to your current computer.
- After the transfer is complete, check the screen for any special instructions. If none, select Continue.
- Now save your new tax file to ensure you don't lose any info and continue to follow the on-screen instructions,
- You'll also have a chance to review, edit, or delete transferred information later on.
Please note that once you've gone past the Transfer screens, you can't revisit them. If you need to re-transfer, start fresh with a new return by following the steps above.
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