I did that and all 2023 tax info carried over. What is missing (or I couldn't find it) is a menu that would let me enter 1099 Div and Int information from my 1099 forms as I've had in II past years. I eventually got TT to download most 1099s from investment sources, but when I went into TT worksheets, could not find any worksheets that reflected the data on my 1099s, so can't check the accuracy of the TT downloads and what they did with the downloaded data. 2024 was the year Vanguard transitioned most mutual fund accounts to brokerage accounts and TT has, unfortunately, made a mess of the transition for users with Vanguard accounts. I wasted about a half day trying to unscramble the mess. I could have entered data by hand on paper forms much faster.
