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ttriplit
New Member

a portion of 2023 return was not transferred to 2024 return.

a few forms from 2023 return was not transferred to 2024 return. How can I transfer the missing forms?
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2 Replies

a portion of 2023 return was not transferred to 2024 return.

What didn't transfer?  You either have to manually add the missing items or try to clear and start over to transfer again.    Are you using the Online version or the Desktop program?

 

For Online,  You can transfer it again but doing this will also clear out all your current entries. If you haven't filed, registered or paid you can try to clear and start over
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

a portion of 2023 return was not transferred to 2024 return.

If you're using desktop software, be sure you are transferring from the correct *.tax2023 data file.  Many people have more than one 2023 data file if they tried to run different scenarios or perhaps had to start their 2023 return over, etc.   You have to use the *.tax2023 data file for which you completed and filed the 2023 return.

 

If you're using Online TurboTax, are you in the same account as the completed and filed 2023 return?  Many people end up with more than 1 account and sometimes have an uncompleted return in one account.

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