Question

Turbotax should allow full transfer of previous year's tax return info from computer version to online version. And vice versa. Very disappointed Intuit..

Forum|Forum|7 years ago
June 1, 2019
2 replies
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TurboTax Premier Online

Employee

TurboTax does allow transfer of the previous year's information from the CD/Download TurboTax software to TurboTax Online, and vice versa. Instructions are in the following FAQs.

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-into-turbotax-online

https://ttlc.intuit.com/questions/1901506-transfer-last-year-s-return-to-2018-turbotax-for-windows

https://ttlc.intuit.com/questions/1901265-how-do-i-transfer-last-year-s-return-into-the-2018-turbota...

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pathitiAuthor

Thanks for the links. Yes, they do transfer basic info from the PDF or TAX file. However, more complex info/calculations like schedule C and depreciation are not transferred over. Turbotax provided tutorials where I could find this info on my old returns. However, this was a tedious manual process that I am afraid I might have made mistakes on. For how much they charge for their programs, they should have this automated. Turbotax please make the effort to program this in to future versions!

O

OldLadyWho2

It used to be automated. Saving money, I guess!!!

VolvoGirl

Employee

Did you transfer from the pdf?  You need to transfer from the .tax2017 file.

If you used the Desktop program last year here’s How to transfer into the Online version, expand the 3rd blue link if you used the CD/download last year........
https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-in-turbotax-online

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 .tax2018 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.

What didn't transfer?  On some forms like schedule C you might have marked it as Final last year.  Or if you do have self employment income you need to use the online Self Employed version.

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pathitiAuthor

Thanks for the links. Yes, they do transfer basic info from the PDF or TAX file. However, more complex info/calculations like schedule C and depreciation are not transferred over. Turbotax provided tutorials where I could find this info on my old returns. However, this was a tedious manual process that I am afraid I might have made mistakes on. For how much they charge for their programs, they should have this automated. Turbotax please make the effort to program this in to future versions!

Yes, I agree that the online version is not as desirable. In retrospect I wish I did the download/CD version. I was also surprised that the online version doesn't do an audit risk meter...