if you used desktop Turbotax in 2023 what happened to that xxx.tax2023 file? If you used online for 2023 you can upload the file to your desktop. a PDF of your 2023 return is virtually useless. Very little data can be transferred. if you used a desktop version and deleted the file note that Turbotax creates a copy that starts with a ~ usually in the same folder that contained the tax file. You can delete the tilde, then it will be usable for transfer. if you have the file you can transfer (not import) the data that's in the 2023 file. open Turbotax. click on "start a new return". Turbotax will look for the 2023 file. if it finds it click on "transfer return".
With desktop, you have to be in "forms" mode (selected from the view tab) to enter the data into the worksheets. if you see red or pink you've done something wrong or haven't entered all the necessary data.
Direct entry into the schedules (like Schedule B) and forms is an override that will prevent e-filing and void the accuracy guarantee.
the other mode "step-by-step" is the interview mode where you are asked all those questions.
