I started 2018 last year but due to complexity, I needed an accountant. Therefore, I cannot carry over '18 into '19. How can I delete 2018?

There are two ways to do this.

 

You can create a new TurboTax online account with a new username and enter all of your information from last year.

 

If you have a PDF of your 2019 return you may be able to upload it, saving some time.  See the TurboTax website: How do I transfer last year's return into TurboTax Online?

 

Or you can keep your current account and delete or edit as you go.

 

Is there something specific you need help deleting?

Hi Robert - 

 

Thank you for your assistance earlier this week.  

 

Of the 2 options that you mentioned, I will try the second option first.

 

As of now, there may be just one change that I would need to make.  As noted in my first e-mail, I started 2018 but due to complexity, I let an accountant finish and file for me.  I've been using Turbo Tax since 2010, so 2018 will be a one year gap.  

 

So in a nutshell, I just need to edit my capital loss carry forward in 2019.  Will the program allow me to make that change?   As of now that would be the only change I would need to make.

 

Thank you,

Randy

PS - One other quick question (or I can start a new thread for this) - at what point in the process, can I import my brokerage statement?

 

 

To enter your Capital Loss carry forward in TurboTax:

 

Select Federal Taxes
Select Wages & Income
Select I'll choose what I work on
Select Investment Income

Then select Capital Loss Carryover 

 

Enter the loss carryover as a positive amount here.

 

I would import the brokerage statement after you enter the carryover.

Thank you for your assistance!

You are welcome!!!