☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Apr 11, 2025 8:37:26 AM

wrong 2023 file used in 2024 return

We always run TT for Joint and individual calculations for comparision. So there are 3 2023 files. TT 2024 Premier used the an individual 2023 for loss carryovr information into our joint 2024 file.  I can override the fields but how can I make TT 2024 retrieve the correct 2023 file?

Thanks

0 2 241
2 Replies
Expert Alumni
Apr 16, 2025 5:20:03 PM

From the File menu, start a new return, then transfer the correct 2023 file in.

 

@wrooks39 

Level 15
Apr 16, 2025 5:24:10 PM

You should starting naming your returns very differently so you can tell them apart.  Are you on Windows or Mac?  And delete this 2024 return that transferred from the wrong 2023.