Confirming the above issue + resolution from BARLECH:- That is, IMMEDIATELY after installing turbotax-desktop, it fails to TRANSFER INFORMATION from prior year's return.
Step 1: Download and Install TurboTax
Step 2. Reboot. Yes -- even for macOS Tahoe 26.2 -- you MUST reboot.
Step 3: After reboot, re-open Turbotax, and .. drumroll .. the issue is now gone!
It's frustrating that Intuit failed to have TurboTax show a popup asking to reboot - BEFORE further using the desktop-turbotax. Or .. .. this is all by design, to frustrate desktop-app users, to push everyone onto their "online" product.
