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After you file
When you start a New Tax Return for 2023 are you presented with a list of 2022 tax returns for transfer to the 2023 return?
If not, you need to find out where the 2022 tax data file is being stored. The 2022 tax data file will have a file extension of .tax2022 and is stored, by default, in the TurboTax folder within the Documents directory. If there are no 2022 tax data files in the TurboTax folder then the 2023 software cannot present the 2022 returns for transfer to the 2023 tax return.
You will have to search all of your local hard drives, any removable drives, any network drives and any cloud storage areas for the 2022 tax data file.
March 21, 2024
3:27 PM