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  5. Video: How We Make It Easy to Transfer Last Year's Info

Video: How We Make It Easy to Transfer Last Year's Info

Updated for Tax Year 2022 • November 17, 2022 02:29 PM


OVERVIEW

With TurboTax, transferring information from one year to the next is easy, fast and accurate.


TABLE OF CONTENTS

Video transcript:

If you filed your return with TurboTax last year, we can save you time this year. That’s because TurboTax can easily transfer information from last year’s tax return. Just follow the prompts. We'll help you find last year's tax file on your computer, or pull it in from your TurboTax Online account.

TurboTax makes transferring data hassle-free and with no retyping required.  It saves you time and reduces errors. We can even transfer information from other tax software or tax preparers. All you need is a PDF or a tax data file.

Want to save even more time? We can import W2 and 1099 information directly from over 100,000 banks, payroll providers, employers and financial institutions. No need to sift though your documents to find and manually enter information. We’ll import it directly to all the right places on your tax return. TurboTax safely and securely pulls the data. All you have to do is confirm that it’s correct. It’s that simple.

With TurboTax, transferring information from one year to the next is easy, fast and accurate.

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Let an expert do your taxes for you, start to finish with TurboTax Live Full Service. Or you can get your taxes done right, with experts by your side with TurboTax Live Assisted. File your own taxes with confidence using TurboTax. Just answer simple questions, and we’ll guide you through filing your taxes with confidence. Whichever way you choose, get your maximum refund guaranteed.

All you need to know is yourself

Answer simple questions about your life and TurboTax Free Edition will take care of the rest.

For simple tax returns only
See if you qualify

Real tax experts on demand with TurboTax Live Basic

Get unlimited advice and an expert final review. Done right, guaranteed.

For simple tax returns only

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