3611965
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Why is my 2023 tax history not showing up in my tax history report for 2024?

My five year tax history is missing the 2023 values.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG1
Expert Alumni

Why is my 2023 tax history not showing up in my tax history report for 2024?

If you're using TurboTax Online, you may have prepared your 2023 return under a different account.  If you think that might apply, here's how to How to View My TurboTax Accounts.

 

In the desktop software the Tax History is still available in Forms Mode in the list of forms. If you can see your Tax History, but 2023 is missing, did you transfer your 2023 return into 2024? You could open your 2023 return in TurboTax and verify that it's correct.  Make sure it's the same one you transferred to 2024.

 

If you open 2023 and there's no info (or wrong info), and you saved your tax file to a cloud-type storage last year, then downloaded it to use this year, it can become corrupted.

 

In that case, look for a .tax2023 backup copy, which may be on your computer.  If you find a 2023 file with correct info, you can 'start a new return' and transfer in that file.  However, you'll need to re-enter all the 2024 info.  

 

If you're done with your 2024 return and about to file, you may want to sacrifice having your 2023 value on the 5-year report (or save the report from a correct 2023 return for your records).

 

 

 

@jjocarbone 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question