nlchow
Returning Member

Importing TurboTax 2023 late half way doing 2024 tax

Would there be a problem if I import 2023 TurboTax file late after starting 2024 TurboTax midway? I need the import for doing my schedule K1.

 

Earlier I was not able to import from TurboTax my 2023 TurboTax. There were no 2023 tax year documents listed  when I checked my intuition account.


Today I found out intuit let me do a download to retrieve the 2023 filing. In previous years I did not have to do that, the files were already there automatically after I filed each year.

 

Would the import mess up my entries so far or just replacing the informations I entered like personal information?

 

Do I have to do a download after filing each year from now on in order for the documents to appear in my account?

 

Your help is much appreciated.