transfer of date from TT18 to TT19 is not happening.

[tv6]

The pdfs are present and I saved the old files before I installed windows 10.

[Critter]

Transfers use the .taxfile  NOT the PDF ... 

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

[tv6]

So that was helpful, and I read the TT directions, and transferred the .taxfile into a new form. Where it sits. I can neither pull it into 19 nor transfer it from 18. There is no transfer button anywhere, only continue buttons which they say not to touch. Now what. Thanks.

[tv6]

um, 12 mins ago that was a blank screen......

[Critter]

Transferring from TurboTax for Windows, H&R Block, or TaxACT

1. Launch TurboTax 2019 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 drop-down at the bottom. Then, in the left pane, browse to wherever you stored your 2018 return and click Open.
   • Still can't find it? It might be on another computer; see this article for help in moving it to this computer.
3. Follow any onscreen instructions. We'll give you opportunities to review, edit, or delete transferred information 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.

If you cannot open and work on the file then contact TT support for one on one instructions. 

[VolvoGirl]

Ok let's start over.  Do you have the file ending in .tax2018?  And you have the 2019 program installed?  Are you using Windows or Mac?  

Open the 2019 program.  Go up to FILE - NEW TAX RETURN.  Then the first thing it should do is find your .tax2018 file and ask if you want to transfer from it.  If it doesn't find it you can click on Find a Tax File to Browse to where it is.   Hope this screen shot helps.

[tv6]

So, I created a new tax return in 19, giving me the one I worked on all day yesterday and put a lot of data into, and the new one. I searched for the 2018 tax file and opened it. It transfered into the new form and there it sits. I don't dare hit continue. How do I get that into the populated form?

I think the reason TT never ever searched for it or perhaps more accurately never found it automatically is that it was in the D drive, not the C drive, and I might, at some point, like the purchase of 19, used a different user id, tho in running  19, I used the same user id.  And yes, using Windows 10.

[tv6]

PS I'm a volvo girl too.

[VolvoGirl]

Sorry it's too late to get 2018 into your existing 2019 return.  You can only transfer it into a new blank return like you just did.  What do you need from it?  Either forget about it or you need to re enter all your 2019 info into this new return.  You can manually enter any 2018 info it needs into 2019 as you fill out 2019.  

Do not save this new return unless you save it with a different name or it will probably overwrite your existing real return.  Go up to File-Save As to give it a name you can tell apart.

[tv6]

It means I have to manually enter names and addresses of about 30 charities. I was beginning to guess that was going to happen. It's a toss up on which is more annoying to do but I will do the charities. No good deed goes unpunished.

Yes I had begun renaming files, thanks.

And thanks for your help on here. I just actually read another post of yours on entering estimated taxes and found the spot and entered them. It is VERY stressful to see that high tax amount owed when you KNOW you paid estimated taxes.

bye

[Critter]

Ok ... first you do not need to enter in all the charities .... you can make one general entry called CHARITY and enter the total cash donations given ... the IRS only needs to see the proof of who you paid if you are audited .. on the sch A all your entries are reduced to one amount anyway. 

[Critter]

Also there is the IT"S DEDUCTIBLE tool you can use all year then transfer the info onto the TT program when you file ...  https://turbotax.intuit.com/personal-taxes/itsdeductible/

[VolvoGirl]

Maybe you should be using It's Deductible to track charities.  You can import that to Turbo Tax.  You can check out It's Deductible here…..  http://turbotax.intuit.com/personal-taxes/itsdeductible/index.jsp

Do you have enough deductions to itemize?  Starting in 2018 the Standard Deduction doubled so many people switched to the Standard Deduction.  And there is a max 10,000 limit (5,000 MFS) of property tax and state taxes "SALT".

For 2019 the standard deduction on 1040 line 9 amounts are:

Single 12,200 + 1,650 for 65 and over or blind (13,850)

HOH 18,350 + 1,650 for 65 and over or blind

Joint 24,400+ 1,300 for each 65 and over or blind

Married filing Separate 12,200 + 1,300 for 65 and over or blind