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Personal Information is not automatically populating from my 2024 return

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??????

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1 Reply
LeticiaF1
Expert Alumni

Personal Information is not automatically populating from my 2024 return

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

 

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