JotikaT2
Employee Tax Expert

Get your taxes done using TurboTax

Can you clarify why you are trying to enter your 2024 imported information into a 2023 tax return?  Each year is prepared independently of a prior year.  If you have any carryforward amounts from a prior year, those should flow into your 2024 tax as long as you sign into TurboTax using the same credentials as were used to prepare your 2023 tax return.

 

I recommend using this link to confirm you are signed into 2024 using the same log in credentials that were used for your 2023 tax return.

 

Then use these instructions to import your 2024 brokerage information into your 2024 tax return.

 

If you did not use TurboTax in 2023, follow the steps in these links to import your prior year return information into your 2024 tax return.

 

How do I transfer last year's return into TurboTax Online?

 

How do I transfer last year's return into the 2024 TurboTax software for Mac?

 

Transfer last year's return into TurboTax Desktop for Windows

 

 

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