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Returning Member
posted Feb 4, 2024 9:14:48 AM

Import prior year 2022 to 2023 not working (Deluxe)

I've read and tried recommendations and still can't get an import. I can find and open my .tax2022 return on my Mac.  When I open the 2023 application (downloaded from Costco) and get the "begin" screen it doesn't list any of my prior years return to choose.  I browse for it manually and then can't find it.  I've been using turbo tax for over 10 years and have't had this happen.  VERY frustrated!  If I try the account recovery process it just takes me to a place where it wants me to purchase Turbo tax.  I have 2 log on's and tried each one.  Wondering if I should delete the 2023 application, but don't know if it will let me download again.  Thank you.

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4 Replies
Level 15
Feb 4, 2024 9:27:48 AM

See the TurboTax Help articles Troubleshoot transferring from a prior year return and Transfer last year's return to TurboTax Desktop for Windows

 

Hopefully the guidance there will be helpful to you.

Returning Member
Feb 4, 2024 11:09:35 AM

Nope. The only thing I didn't try was re-installing the 2022 application. Since that's the only place I can see last years return (except I do have a pdf copy) I'm afraid if I reinstall it all the data will be gone.  Now to go throw up then try to get a refund from Costco.  

Expert Alumni
Feb 5, 2024 9:05:07 AM

The previous articles did not relate to Mac, this one does.

 

Here is an FAQ for you: How do I transfer last year's return into the 2023 TurboTax

Level 2
Mar 17, 2024 7:04:43 PM

Thanks!  This worked perfectly.  Don't know why I didn't see it in the first place.  Maybe they should bold it or make it more obvious.  

 

In the past though, the previous year's returns usually auto-fill in that box.  Curious why this year this did not automatically auto-fill.