@ptigue
You don't get to transfer in the prior year if you don't have the .tax2024 datafile anymore.
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But most people don't really need it...and having your printed documents is great for whatever you might actually need. Usually
1) For E-filing, you need either the AGI from line 11of the 2024 file...or the PIN you might have used last year.
2) IF you used Itemized deductions on Federal last year, and if you received a State refund last year, then you'll need some info from your printed copies to determine if some or all of the state refund is now considered Federla incoem for 2025. But if you use the Std Ded last year, none of any state refund is taxable income for Fed this year.
3) Certain carryover credits might be needed this year, but those should be part of your tax papers form last year....like sometimes people who do Home Energy upgrades to their home...they sometimes can't sue all of it, and have some carryover.
4) Self employed folks sometimes have more trouble without the prior tax file transfer....things like Capital equipment depreciation....or Depreciation $$ for folks who own Rental properties.
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But most thongs actually needed will be in your printed copies from last year. You just won't have any 2- or 5-yr tax History reports to vies.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
