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Transfer Last Year's Tax Info from Desktop to Online

This article shows how to transfer the TurboTax 2007 tax return (.tax file) on your computer to TurboTax Online 2008.

Important: You cannot transfer a TurboTax 2007 .tax file to TurboTax Online Free Edition 2008.
 

See the "how to" video below, or go to the steps.

 
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Follow these steps:

  1. Go to the TurboTax Web site.
     
  2. Select your TurboTax Online product, and then sign in. (If you already have a TurboTax account, use your same user ID and password.)
    sign-in-1
     
     
  3. On the Home tab in TurboTax Online, select Transfer last year's TurboTax return from your computer.
    sign-in-2
     
  4. On the Transfer screen, click Browse, and select your 2007 tax return.
     sign-in-3
     
  5. On the Transfer screen, click Transfer Return.
     
Note: If you decide to transfer your 2007 info after you begin your 2008 tax return, you'll need to start over on your 2008 tax return. Select Clear your 2008 return on the Home tab in TurboTax Online. Then transfer your 2007 tax info to TurboTax Online.
 

 


 

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