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slowtax
New Member

How does a person rollover information from three 2021 returns to 2022?

 
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2 Replies
TerukoL
Expert Alumni

How does a person rollover information from three 2021 returns to 2022?

  1. Launch TurboTax 2022 and click Start a New Return (or go to File in the upper left corner and select New Tax Return)
    • Don't select Continue, as transferring is only available on new, empty returns
  2. Click the Transfer Return button on the Good News! screen
    • You can also click Browse and in the pop-up window, select All Files (*.*) from the dropdown menu at the bottom. Then, in the left pane, browse to wherever you stored your 2021 return and click Open
  3. Still can't find it? It might be on another computer; see this article for help in moving it to this computer
  4. Follow any onscreen instructions. We'll give you opportunities to review, edit, or delete transferred info later on

Note that once you've gone past the Transfer screens, you can't go back to revisit them. If you need to re-do your transfer, go back to step 1 to start over with a new return.

 

Please click the following links to learn more:

 

Transfer last year's return to 2022 TurboTax for Windows

Troubleshoot transferring from a prior year return

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How does a person rollover information from three 2021 returns to 2022?

You might need to describe the relationship between the individuals for those 3 2021 tax returns.

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You cannot "transfer" three 2021 files into one Online account.

But if the three were done separately in three different Online accounts  (must have been Separate UserIDs)..you would log into each account separately, and then the one 2021 info set would transfer into that separate 2022 account.

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Newly married couples (who filed Single for 2021) can use only one account, and only enter the other spouse's info manually where needed.  You select the account that is either most complicated...or whichever person you want to list first on the new MFJ tax filing.  (whoever is the primary person on the former account, mist remain so in the new year's 2022  filing set)

 

Prior Year MFS (2021 filings)...same situation...you can only use one of the accounts (whoever you want to list first), and any other info must be entered manually.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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