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TT 2023 failed to properly import TT filing the -SR form for severla years and the2022
After installing (and updating) TT 2023 on my Mac I pointed it to my 2022 file for import (transfer). It failed to transfer all of my 1099-Rs. I file the 1040-SR form. I called support and was told TT won't transfer the 1040-SR form. That sounds bogus. I have been using the -SR form for several years. The transfer has always worked in the past. Any idea why TT 2023 failed to transfer all of my 1099-Rs from 2022?
‎December 14, 2023
12:51 PM