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Deductions & credits
OK....depends on whether you have already prepared and filed your 2022 taxes or not.
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A) If you have not prepared and filed 2022 taxes yet......and you need the data for 2022 filing. Note that you cannot have entered data for 2022 already, you need to start with empty 2022 file (or Clear and start over).
1) You have to download your completed and filed .tax2021 datafile from your old account (NOT the PDF) to your computer.
2) Then, after logging into your new account, you follow the directions for your new account as-if you had used the CD/Download instructions for 2021 here:
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B) If you have already prepared and filed your 2022 taxes, and that is what you need to get the Sched E data from? AND you are talking about transferring the 2022 data to your 2023 tax file for next year.....THEN, you have to wait until the start of the 2023 tax season....after the start of 2024 before you will be able to do anything. Then it would be done similarly. i.e.
1) You have to download your completed and filed .tax2022 datafile from your old account (NOT the PDF) to your computer. (You should do that now while you have your old 2022 account active...and pay attention to where you store it...or back up to a USB flash drive too).
2) Then in early 2024, after logging into your new account, you will follow the directions for your new account as-if you had used the CD/Download instructions for 2022 here: