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Last yr I started a return in TT, but never completed it or filed it. I used a CPA. But, the unfiled form is now being used to wrongly prefill info I cannot correct...

Mainly, Turbo tax thinks I filed as married, separate. I did not... I filed jointly. Also the income is very wrong and all the historical data. I only find it when I look at the forms before filing. There seems to be no where I can undo this....
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3 Replies

Last yr I started a return in TT, but never completed it or filed it. I used a CPA. But, the unfiled form is now being used to wrongly prefill info I cannot correct...

Sounds  like you are in the wrong account and you are trying to transfer the wrong return to start your 2021 return.

 

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

 

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

 

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

 

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

 

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

 

To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Last yr I started a return in TT, but never completed it or filed it. I used a CPA. But, the unfiled form is now being used to wrongly prefill info I cannot correct...

If you did NOT use TT for the 2020 return  and you accidentally transferred in the 2020 information into the 2021 program then you need to start again from scratch and this time choose to NOT transfer the 2020 information.   OR  you can continue with the current 2021 return and make any corrections as needed as you continue thru the interview.  Ignore the comparison screens as you know they will not be correct. 

Last yr I started a return in TT, but never completed it or filed it. I used a CPA. But, the unfiled form is now being used to wrongly prefill info I cannot correct...

There is a tricky way to clear out transferred info in the Online version.  But doing this will also clear out all your entries.  Go to Tax Tools > Tools > Transfer from your computer > Continue > then Continue without transferring.

 

Or you can just start a brand new account with a new username.  How to start another return in the Online version

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

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