Problem importing 2022 return into 2023 return

Forum|Forum|2 years ago
March 21, 2024
1 reply
10 views

I called the TurboTax help number and talked to a nice lady for 30 minutes and she was unable to help me. I know I'm not the only person who has this (relatively simple?) problem. I really would appreciate some help. I have the desktop versions of both 2022 and 2023 in my computer, but I cannot transfer 2022 return into 2023 return, none of the instructions here (which I note are dated several months ago) are helpful.

DoninGA

Level 15

When you start a New Tax Return for 2023 are you presented with a list of 2022 tax returns for transfer to the 2023 return?

If not, you need to find out where the 2022 tax data file is being stored. The 2022 tax data file will have a file extension of .tax2022 and is stored, by default, in the TurboTax folder within the Documents directory. If there are no 2022 tax data files in the TurboTax folder then the 2023 software cannot present the 2022 returns for transfer to the 2023 tax return.

You will have to search all of your local hard drives, any removable drives, any network drives and any cloud storage areas for the 2022 tax data file.

jsleeperAuthor

Level 2

Thanks for prompt response. Accompanied by Lashawn, the nice lady at the Turbo-Tax number, who looked at my screen while we did this, we looked at the whole 2022 file, which is located on my C: drive right next to the 2023 program. We searched for *.tax2022 files, any *.tax files. Nothing. When you click on the 2022 file, it just opens up more interior files. Nothing imports. I keep thinking we are missing something simple here.