TTD Desktop: Prior Years Taxes


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Q: How does one transfer prior years taxes on TTD Desktop?

A: As shown in the video above
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Relevant Material: "Transferring prior years' tax information to TurboTax is straightforward, especially if you used TurboTax previously. The process depends on whether you used the online or desktop version and the file format of your prior return. 
Key Statistics on Tax Data and Filing
  • IRS/CRA Data Import: Both the IRS and CRA allow direct data import into certified tax software. In Canada, the CRA's Auto-fill My Return service is available for tax years 2018 to 2024.
  • Data Retention: The IRS generally recommends keeping tax records for at least three years after filing.
  • Prior Year Filing: E-filing prior-year returns is generally not available through TurboTax; you must print and mail returns for previous years. You can purchase prior years' software on the TurboTax website. 
Transferring Prior Year Taxes
If you used TurboTax Online last year:
Your information should transfer automatically when you start a new return for the current year, provided you use the same user ID to sign in. 
If you used TurboTax Desktop last year:
You will need the actual tax data file, which has an extension like .tax2024 for a 2024 return. 
  1. Locate the File: The file is usually saved in your computer's Documents > TurboTax folder. If using a new computer, you'll need to move the file to the new machine first.
  2. Start a New Return: When you open the current year's TurboTax Desktop software, select to Start a New Return.
  3. Transfer Data: The program should prompt you to transfer data from the prior year's file. Follow the on-screen instructions. You must do this at the beginning of a new return; you cannot transfer data after you have entered information manually. 
Transferring from a PDF or other software:
TurboTax can import PDFs from some other tax software providers (like H&R Block or TaxACT), but only a limited number of fields like name, address, and AGI will transfer. For maximum data transfer, a TurboTax-specific data file is required. Otherwise, you'll need to enter most information manually. 
Getting Help and Accessing Past Returns
  • If you need to access prior-year returns or information from the CRA (Canada Revenue Agency), you can use their My Account service.
  • For general support, visit the TurboTax Support website. .." (Google) 
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