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Level 1
posted Mar 29, 2025 11:26:00 AM

2023 PDF not Transferring to 2024 return

Repeatedly imported 2023 PDF tax return into 2024 return it downloads and does not import to new return.

0 2 368
1 Best answer
Level 1
Mar 29, 2025 5:06:05 PM

Thank You so much. You were 100 percent correct. Corrected my issues immediately. Turbo Tax representative could not figure this out in 1 1/2 hrs over phone. Thanks Again.

2 Replies
Level 15
Mar 29, 2025 11:31:11 AM

You do not want a pdf----you want the tax file----the file called .tax2023    to transfer in when you start your 2024 return.  You need to do that transfer at the very beginning before you enter anything for 2024--so you will need to clear and start over to transfer the tax file correctly.

 

 

How to transfer last year’s return? 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s

 

 

CLEAR AND START OVER

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

 

 

 

Level 1
Mar 29, 2025 5:06:05 PM

Thank You so much. You were 100 percent correct. Corrected my issues immediately. Turbo Tax representative could not figure this out in 1 1/2 hrs over phone. Thanks Again.