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Transferring Manually Entered Data From Last Year
Last year I downloaded my IRA Rollover account information. I want to use TurboTax 2018 now to estimate my 2018 tax liability. I already transferred 2017 info. Now I need to update my estimated numbers in 2018 TT but there is no company/institution data there from 2017. These are the same accounts from last year. And TT forces me to enter such data. Why won't TT transfer that data into 2018? I know next January I can transfer from Fidelity my actual numbers but I need to estimate my liability ahead of time to make sure I cover withholding.
I'm simply trying to get an estimated taxes owed using starting data from 2017. Then, I can make sure I have enough withholding. And doing it the easiest and fastest way.
Thanks
John Slate
Topics:
‎November 15, 2018
5:16 PM