@ David VanSice wrote:
In all the years we have been using Turbo Tax, our prior year tax information has been imported as part of the software, this year, it is as if we have never used Turbo Tax. Why is our 2018 tax information not importing?
We don't know with any certainty what product you used for 2018 and 2019, and whether it was the same platform (online vs. desktop). Please explain what you mean by "the software"? Are you using Online TurboTax or the desktop software (CD/download)? And what did you use in 2018?
NOTE: In the interest of time, I'll go ahead and assume for now that you used Online TurboTax both 2018 and 2019, since that is the more common situation with this type of issue. If you used desktop software for one or both years, this answer will not apply, and you'll need to report back for a different answer.
Did you use Online TurboTax for your 2018 return, and are you using Online TurboTax for 2019? If so, and if the 2018 info didn't transfer in, and if you see no evidence of a 2018 return in that account (in "Your Tax Returns & Documents"), then you likely have multiple accounts and signed into the wrong one. Many people end up with multiple accounts without realizing it. Here's how to troubleshoot for multiple accounts (User IDs) :
You can have up to 5 accounts that use the same email address for notification purposes. A User ID may be an email address, but it doesn't have to be. It might be only part of an email address, or it can be anything at all.
To get a list of your User IDs and recover account access, you can use the tool at the link below. When using the Account Recovery tool, try using your phone number first. After that, if necessary, then run the tool on your email address(es) you can access.
NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop. Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below. You may wish to copy this link so you can paste it into the new browser session.
https://myturbotax.intuit.com/account-recovery
If still no luck after running that on your phone number and email address(es) that you can access, here's another method:
Go back to the tool again, but this time leave the data field blank, and choose the small blue link that says "Try something else", and it will look you up by SSN and other parameters.
