Personal Information is not automatically populating from my 2024 return

Forum|Forum|4 months ago
March 22, 2026
1 reply
83 views

I updated the 2024 Turbotax software and then uploaded the return into my current 2025 file. Under documents, it shows that the return and the worksheets are there, however, when I go to Personal Information, it continues to require me to manually input information. Why??????

LeticiaF1

Level 12

To fix this:

Make sure that you are using the actual TurboTax data file: .tax20XX (for example, .tax2024). PDFs won’t transfer your data
Start a new 2025 Online return on a computer, then go to Tax Tools > Tools > Transfer last year’s TurboTax return from your computer, and select your .tax file. If you don’t see the option, clear & start over first
Remove any password protection on the .tax file and ensure it’s saved locally (not OneDrive/Google Drive) before uploading
If you already registered/paid this year’s Online return, upload/clear-and-start-over may be blocked; you might need to start a fresh return to transfer
You can only transfer the immediately prior year and matching return type