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Get your taxes done using TurboTax
Good advice from mesquitebean
A lot of the information will transfer to your 2024 from your 2023 .tax file if it is on the comp when you open it and it will ask if you still need these? If you have the 2023 PDF you can compare without opening the TT for 2023 and have 2024 open and just switch screen. As mesquitebean said those files have sensitive info and should be encrypted and kept on a usb drive and only used when you need them. I was going to send this old post of mine but got tied up yesterday. It is similar to what mesquitebean said. As you said you may just have to do all at one time so as not running out of activation code use. If you can just DO NOT close the TT and you should not have to need a code again since it will still be open. And if you do get done you should still continue to try and find out from TT what has been happening. Make sure to make PDF copies of ALL the forms selections that are listed at the end not just the filing but all of them so you can look at them whenever you want without TT. Here is the Text and the link to my previous post on saving files.
Level 3
mdcommuter
This is a bit late but here is something to try for years to come.
If you opened the file you sent and then saved the new updated file I do not believe you can go back. I can say this though as far as how I have handled my TT for years as a way to prevent this from happening. When doing your taxes there will always be updates and this year was a real doozy. Make a FOLDER for your taxes (I use 2020 SENT) and this will be the tax files that you send in and all files such as the .PDF of your forms. Anytime you would like to see if there might be an update that you think will change your status do this. Go to your (FOLDER SENT) and make a copy of the original file xxxxxxxx.tax and place it (paste) somewhere else (I create another FOLDER such as UPDATES 2020 for this) and rename it by adding the update and date (xxxxxxxxxxxUPDATE APRIL xx 2020.tax) and then double click on it or open TT and find that file on the list and open it. TT will update every time you open it and are connected to the Internet unless you tell it not to. Once the copied file is opened it will be updated automatically and you will see any changes and when you close it you can save it as is. DO NOT open the original xxxx.tax file again unless you are sure that you will REMEMBER to select NOT TO SAVE THE FILE WHEN YOU CLOSE IT. You should always save copies of the xxx.tax files and always save the .PDF of the file that you can print making sure to select to copy/print all forms and worksheets NOT just to send but ALL FORMS. Keep these on a USB or other drive as backups to the ones on your computer. If you make a copy after you input all tax data you should make a copy that you can use to do any changes to see how they affect your taxes before or after you send them in.
One other thing that you could do is if you have the disc for TT you could install on another comp and NOT let it update then input all your info and see how close it is. This will not have the $10,200.credit but may also not have other updates that you need for the time of your filing.
I had the same thing happen this year after sending taxes in and waited for the update to TT. After the update, I did as described above and now I know what I should get back. I just received my refund but it was only for the amount + interest and of the original return (my state does not tax unemployment so there was no change to state refund) so I am here looking to see if I can get a idea of when I may get the rest and the letter from the IRS. Well at least I don’t have to wait till August to get my refund like last year although it might take that long to get the $10,200.00 credit. Hope this helps.
June 16, 2021 10:41 AM
