@DougHCPA wrote:
I have the same issue. I started a new return. I opened the prior year return. The only things that transferred were summary information (name, rank and serial number) and a few pieces of other information.
That little amount of info sounds what one would get from transferring from a PDF instead of a data file. I assume you're using desktop software. When you launched TurboTax and started a new 2024 return (at least in the Windows version), it should search your computer for your 2023 tax files and display the filenames. Then you can select which one to transfer in from 2023 to 2024. You have to be careful to transfer from a *.tax2023 data file and not the 2023 PDF. A 2023 PDF will only transfer minimal info into a 2024 return. The most complete transfer occurs from a *.tax2023 data file. Do you recall what type of file you were transferring? If it was indeed a *.tax2023 data file, it should have brought in everything.
If you DID transfer from a *.tax2023 data file, look to see if you have multiple *.tax2023 data files, and be sure you are transferring in the correct one from the final 2023 return. Many people end up with more than one data file if last year they had instances of starting over with new returns, creating one for experimentation, etc.
