I have already started my 2024 return and realized I did not transfer last year 2023 data from desktop to online, now I cannot do it as it doesn't allow.
What are the critical data that I need to make sure TT knows from my 23 return for 24? Last year I got refunds from both Fed and state. No stock gain or loss carry over, no 529 over contribution, to carry over, etc. I think it needs to know my state refund but I did not get the form from state yet.
I am filing jointly, wife no job, one kid in college, no business/rental, simple return.
Thanks all in advance!
