Question

Transfering free file returns

Forum|Forum|4 years ago
February 21, 2022
1 reply
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I filed last year using the free file version of Turbo Tax on the IRS web site. Is it possible to transfer my personal and or tax information to the Home and Business version I bought this year?

H

HeatherPLO

Please see the Help Article here which will walk you through how to transfer your data from your prior year's return to your current version of the software. Please note, you will need to ensure your prior-year return is in PDF format.

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VolvoGirl

Employee

PDF format? You really need the tax data file ending in .tax2020 to transfer to 2021. Don't know if you can download it from the IRS Free File program. If you only get the pdf you might be able to transfer it, but pdf only transfers basic info like your name, address, ssn and AGI.