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New Member
posted Dec 22, 2022 12:45:39 PM

I cannot get TurboTax to extract info from my 2021 return. I did 2 returns on TT last year, mine and my sisters. It keeps trying to access the info from her return

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4 Replies
Level 15
Dec 22, 2022 12:48:30 PM

The TurboTax online edition can only be used for one tax return per account.  If you completed a second tax return after the first tax return using the same online account then the second return overwrote the first tax return so the first tax return is gone.

New Member
Dec 22, 2022 12:57:53 PM

I can access my return easily. It is in my saved documents. When I click on it, it comes up in a pdf just fine. 

 

So are you telling me I can't use turbotax to do my return this year? 

Level 15
Dec 22, 2022 1:15:27 PM


@pattycake107 wrote:

I can access my return easily. It is in my saved documents. When I click on it, it comes up in a pdf just fine. 

 

So are you telling me I can't use turbotax to do my return this year? 


Sure you can use TurboTax online for your 2022 tax return.  You just cannot transfer the 2021 tax data to the 2022 tax return because it is not your 2021 tax data.

You can try transferring your 2021 PDF of the return to the 2022 online edition.

See this TurboTax support FAQ for transferring prior year tax data to the current year online tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=lbzl0q3y

Level 15
Dec 22, 2022 8:47:06 PM

  • From a PDF—which will transfer your personal info and your AGI to give you a head start.

not much of an assist, you should be able to type in your personal info yourself in seconds.

 

  • From a .tax file—which will transfer all of your info in a few short steps.

this is what you want, but it is not available out of a PDF file.

 

@pattycake107