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...

Level 15

Oct 4, 2022 9:09:45 AM

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/01/27010

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

Level 15

Oct 4, 2022 9:18:21 AM

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.

Level 15

Oct 4, 2022 11:08:38 AM

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-online/00/25596

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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...