MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Are you transferring a 2023 tax file that you have on your computer, or transferring from a PDF file?  

 

Once you 'start a new return', you don't 'open the prior year return'; you 'transfer' the prior year return into your 2024 return.

 

Both TurboTax and your tax files should reside on your C drive.  If you're trying to transfer a tax file saved on a cloud storage, it may become corrupted. 

 

Here's info on Transferring a Prior Year Return

 

If you're entering a 1099-NEC for Business Income, go to the Self-Employment topic, and EDIT your Business.  Under 'add income for this business' is where you enter your 1099's.

 

If your Business is not set up, TurboTax will think you want to start a new business, if you just enter a 1099-NEC without linking it to your business.  

 

You may want to 'Start a New Return' and transfer your 2023 info from a .tax2023 file again.  If you used TurboTax Desktop last year, you probably have several saved .tax2023 files on your computer.   Here's info on Finding a Tax File on Your Computer.

 

Actually, most people complete their returns without paid assistance.  You can enter/edit data directly on the forms in most cases, but there are some areas where you need to answer questions in the interview to populate the forms correctly (1099-R being one of them).  Even then, you can edit data on the form once it has been prepared.

 

Here's info on Troubleshooting TurboTax Desktop Issues.

 

@DougHCPA 

 

 

 

 

 

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"