Can I transfer all data from 2024 return to 2025 return . not just personal information. All the numbers?

[JackDsml]

Can this be done as I want to do a quick assessment of the new changes for 2025 and how they might affect last year's numbers

[xmasbaby0]

The online software for 2025 is not yet available.   Only the desktop download for 2025 is currently available.  Online will be ready in early to mid-December.  

In answer to transferring your 2024 information---you must transfer the tax file, not a pdf.  

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-y...

[JackDsml]

yes I have the 2025 downloaded. My question is can I transfer ALL of my 2024 numbers into 2025 or do I have to enter every w2, 1099? as a test. Do you know if this is posable? I want a quick appraisal of how the new Tax laws affect my tax without entering every number from last year.

Thanks

[xmasbaby0]

2024 "numbers" will not transfer to 2025.   Your personal information and the information regarding names of employers, EIN's, 1099's, 1098's, etc. transfers over.   Even with that transfer you still have to enter 2025 amounts yourself.   Your 2024 numbers are not going to be "plugged in" to calculate your 2025 tax refund or tax due if that is what you are hoping for.

[JackDsml]

Thanks/.Im a 25 year Tax user just looking for a hack to do "what ifS" before I actually do the real thing in January. 

So its impossible

[baldietax]

desktop 1099B section isn't ready yet.  when it does if you are on desktop you can just create a dummy return and key in high level numbers you don't need all the 1099 detail just one entry for INT, one for DIV, one for LTCG, one for STCG etc.  It's not much work to mock up an estimate that way.

[JackDsml]

thanks just realized not much available to add . I did enter new SS numbers but can not touch 1099s

[dmertz]

In the desktop version of 2024 TurboTax you can use the What-If Worksheet to accomplish what you want by marking the Use 2025 Tax Tables box for Column 2 and copying Column 1 to Column 2.

In 2025 TurboTax you can enter everything in forms mode, but don't do this with the actual tax file that you will be using to file your tax return.  Do your actual tax return using step-by-step mode once all of the necessary features become available.