According to TurboTax Online, a transfer from a prior year is done at the start of a new return. If you’ve already started a TurboTax Online return, you can still transfer your information by starting a new one.
Here is how to transfer your information from your prior tax return if you used TurboTax CD/Download last year:
If you have a TurboTax Online account, follow the prompts to sign in (your credentials are the same as you used last year). If you don’t have an account, follow the prompts to create one and then sign in
If you already have a TurboTax Online account: After you sign in, on theGreat to see you again!screen, select Start a new returnfrom the menu
Choose the TurboTax Online product you’d like to use
On theHow did you do your taxes last year?screen, select TurboTax CD/Download, then Continue
On theLet’s start with last year’s returnscreen, select Choose File
Find and select your prior-year TurboTax CD/Download file, then select Continue
If further help is needed, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen. To contact them, please follow this link: Contact Us.