Investors & landlords

Did you use the Desktop program last year or the Online version?   Sorry but if you want to transfer from last year you will have to start a new 2023 return and lose all your work so far.  Go up to File - NEW.  If you used the Desktop program last year it should find your file and ask if you want to transfer from it.  

 

Are you on Windows or Mac?  

How to Transfer into the Windows Desktop program
https://ttlc.intuit.com/community/entering-importing/help/transfer-last-year-s-return-to-turbotax-fo...


How to Transfer into the Mac Desktop program
https://ttlc.intuit.com/community/tax-data-file/help/how-do-i-transfer-last-year-s-return-into-the-t...


If you used the Desktop program, you need the data file ending in .tax2022 to transfer. It should be in your Documents then in a Turbo Tax folder. Or search your whole computer for all files ending in .tax or .tax2022.

 

If you used the Online version last year you need to download the .tax2022 file or there is a button on the start page to import from Turbo Tax Online.