Question

Transfer last year's return to 2021 TurboTax for Windows

Forum|Forum|4 years ago
February 21, 2022
1 reply
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Wow, it took me over 15 minutes just to find a place where I could ask a question. TT continues to amaze at it lack of simple support. Okay it clearly says TT20121 Premier will transfer the data from last years return. Last year I used the online version produced a PDF but this years desktop version reject it with a simple the import was unsucessful. I've been using TT for years, every year it's always the simple things that it says it does that just plan don't work and there is never any help. Looks like another year of spending hours to get anything done on TT. Anybody have this problem or know why TT can't even recognize a PDF from their own software??

DoninGA

Employee

See this TurboTax support FAQ for transferring a 2020 PDF to TurboTax 2021 for Windows - https://ttlc.intuit.com/community/using-turbotax/help/can-i-transfer-last-year-s-pdf-into-the-turbotax-for-windows-cd-download-software/00/27259

It would be better to transfer from the 2020 tax data file from the online return to the 2021 return instead of the PDF.

To access your prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the section Your tax returns & documents. Click on the Year and Click on Download .tax file

See this TurboTax support FAQ for transferring a 2020 tax data file to the 2021 return - https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-for-windows/00/26145

O

oceanbob6Author

You make it sound so simple just like the links provided, but nothing works as your limited instructions suggest. I login with my account but there is no place to scroll down anywhere?? I clicked around , somehow found Documents but it only provides the PDF. Downloaded that and this time TT21 says it's too big!!

Sorry if I sound agitated but this simple step was the first thing I tried to do this year and nothing, once again is working. The steps you provide can not be followed, something is missing and so much time gets wasted.