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Gerald181
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2023 return almost complete

I am working on my parents 2023 return, I am almost finished. Going through their turbo tax file from 2022 I noticed they needed to input a schedule K1, form 1065. I entered the K1 information into the 2022 turbo tax file and the refund amounts for the federal and state returns did not change. How do I import the K1 information from the 2022 file into 2023? I already imported the 2022 information but that was prior to entering the K1 information. If you instruct me as to importing the new 2022 data will it mess up anything I have input into the 2023 file?

 

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1 Reply

2023 return almost complete

The only thing TT 2023 will need from 2022 is any carryovers.  When you input the K-1 into 2023, you'll get to a screen asking to "Report Carryovers - Regular Tax".  That, and the screens that follow, are what would have been imported if you had them in place at the beginning, but you can just manually enter them to get the same result.

 

If you're not sure what to copy over, a workaround would be to start a new return, import 2022, and just look at what it brings in for the K-1.  You could then use that as a reference to complete your current 2023 return.

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**Note also, I'm not a Tax Preparer/CPA. Just a volunteer, seasoned, TurboTax user.
Use any advice accordingly!
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