topic Incorrect data flowing from 2023 return in Get your taxes done using TurboTax

Incorrect data flowing from 2023 return

axtell — Sat, 22 Feb 2025 20:35:35 GMT

I'm just starting my 2024 return on TurboTax desktop. The amount of the state tax refund from 2023 that I imported from the 2023 TurboTax file does not match the return that I filed last year. I opened last years file in TurboTax 2023 and it matches what I filed and received from the state. Where is this erroneous number coming from? Is it okay to just edit the imported number without screwing something else up? Thanks

Re: Incorrect data flowing from 2023 return

axtell — Mon, 24 Feb 2025 14:19:36 GMT

I'm very disappointed that someone from TurboTax hasn't bothered to resolve my issue. Porting data from my old return is a fundamental reason that I use TurboTax each year. Can someone please help?

Re: Incorrect data flowing from 2023 return

KeshaH — Tue, 25 Feb 2025 03:04:49 GMT

You can adjust the numbers within your 2024 TurboTax return to match what you actually received, which should match your Form 1099-G. It won't cause any issues on your return.