PatriciaV
Expert Alumni

Deductions & credits

If you filed your 2022 tax return AFTER March 1, 2023, you may change your answer to the question "Is this return impacted by inaccurate TY21->TY22 conversion?" from Yes (default) to NO. TurboTax checks the Yes box by default to alert taxpayers of the potential inaccurate AMT capital loss carryovers from tax year 2021 returns. The issue was resolved on March 1, 2023.

 

Also, if you weren't affected by the Alternative Minimum Tax for either year, you can safely change the answer to No.

 

For reassurance, compare the 2021 Capital Loss Carryover Worksheet Lines 8 & 13 to the 2022 Capital Loss Carryover Worksheet Lines A & B to confirm the numbers in the AMT column from 2021 are the same as those for 2022. See screenshots below:

 

2021 Worksheet

 

 

2022 Worksheet

 

 

These worksheets are included in the PDF download of your return.

 

If you used TurboTax Online last year, follow these instructions:

  1. Sign in to your TurboTax account. Make sure you're using the same TurboTax account (same user ID) as in previous years. 
  2. From Tax Home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

Note: If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.

 

If you used TurboTax for Desktop:

  1. Select the Start menu in Windows and select search.
  2. Search for *.tax2022 (or whichever year you are searching for, *.tax2021,*.tax2020, etc.).
    • Don't double-click the tax file in the search results to open it, as this can cause errors.
  3. In the left pane of the search results, select the > symbol next to the .tax file you're searching for. This will bring up information about this file in the right pane.
  4. In the right pane, select Open file location. By default, TurboTax saves tax files in the My Documents TurboTax folder.
  5. After locating the tax file in its folder, open your tax return using the same version of TurboTax for that year. For example, open your 2022 return in the TurboTax 2022 program and your 2021 return in TurboTax 2021.
  6. Choose File >> Print from the menu (black bar) in the TurboTax header.
  7. Check the button for "Specific Forms" and the box beside [name of form] in the forms list to the right.
  8. Save as PDF or Preview and Print.

For more help:

 

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