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Investors & landlords
I successfully transferred the .tax2023 file but the tax history and a lot of information was missing. I then reopened turbotax 2023 to confirm I was looking at the correct file (the name was slightly different). I believe the default .tax2023 file that populated for transfer (in desktop 2024) was not the correct file, likely an earlier version than my completed 2023 return. I then chose to search for the file to transfer and was ultimately successful in getting previous years data to transfer into 2024.
March 16, 2025
12:45 PM