Per my prior post I just tried again to import into the TT online version and then download into my desktop TT. Here’s what happened.
Removed the password from a copy (just in case) of my .tax2021 file by opening it in TT desktop 2021 per these instructions. Don’t forget to hit save afterward then close TT. Just in case I also removed all spaces from the name and shortened it as per @tidf2 ‘s suggestions.
Started a new return in TT online. Selected Premier to match my desktop version. Note you won’t need to pay until you file which you won’t ever do in the online version.
Pain in the @$$ but you have to answer a bunch of questions before you get to a point where you can import from last year’s return (gray menu on the left appears, select Tools). Should ask that first to avoid entering some personal info that will be imported anyway! And it worked this time. Obviously, it was the PW protection. However, since I wasn’t being asked for a PW for my 2022 return I forgot about that. I thought it was because it was getting the PW from my keychain and also thought that didn’t seem right (i.e. should ask me every time or anyone could open it just by opening TT) but as of today it is asking for my password every time. Must have changed in the latest SW update.
Then this time I had to answer more questions than when I tried yesterday before I got to where I could I finally try to import from Fidelity and like yesterday it worked. At this point 1) go to fidelity.com in a new browser tab and you’ll see you are still logged in! Not good but just log out. Then 2) if you need to import from another Fidelity account follow the advice previously posted about deleting Fidelity cache and cookies first and then try to import. I didn’t need that.
At this point I saved my online return to my Mac. Again under Tools in the sidebar menu. At least in Safari on my Mac when I clicked on “Save your 2022 return to your computer” it looked like nothing happened. Clicked the link a couple of times and then noticed in the finder a file started downloading anyway.
Opened TT desktop and closed the return I had already started. Went to File, “Open tax return” to open the saved online file. To continue the string of annoyances, had to answer a bunch of questions that I just answered online. At least the old info was there to confirm. And then of course I had to re-import my W2 info but at least that’s all the farther I had gotten to before.
Now, for the complete answer you’ve all been waiting for, drumroll, yes it appears my both 2021 data and my fidelity import data is all there. I should be excited but I am too annoyed to be excited. And I say “appears" to be because I don’t trust this sh!tshow process yet and in the import summary it says 10 items but when I click on “View” only my W2 shows in the list. A quick scan around at various forms though I can see some 1099 data there. Will see as I go through it all.
Now the last thing to do will be to figure out how to completely delete everything in the online version. Clearing and starting over didn’t do that. Still had my prior year data in there. I don’t want my data in their cloud.
Good luck if you try this.
