@JamesTee wrote:
The "Searching for tax files" spinner never stops and never finds anything. So we used the browse function, found the tax PDF file and "transferred" it. We got a report saying it was successful; however, it was anything but and went on to ask us to enter all that information it was supposed to have "transferred" (not imported) over.
Transferring from a PDF into TurboTax may only provide basic information from 2022. Is your PDF-transfer only showing basic things like names, address, dependents, bank account info, etc.? In order to transfer-in the most info and data from 2022, it's best to use the *.tax2022 data file.
How did you prepare your 2022 return last year--desktop software or online?
If you used Online TurboTax, we can tell you how to download the *.tax2022 data file from your online account.
If you used Windows desktop software, the default folder for TurboTax *.taxYYYY files is the Documents\TurboTax folder, and that's where the TurboTax program usually looks first, then it tries to search the rest of your computer. You could have stored it somewhere else. So using your computer's system search feature (not TurboTax), run a search of your entire system for any file ending in .tax2022 and also search any external drive you might have archived it to and make note of it's location. Or do you think your *.tax2022 data file was deleted/destroyed?
If you find the *.tax2022 data file, you'll have to start a brand new return to transfer it into a 2023 return. You can't transfer into an already-started return.
