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petehe1
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can you upload information from last year's return?

why did turbotax not upload information from last year's return?
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can you upload information from last year's return?

We cannot tell if you are using desktop download or if you are using online TurboTax.  If you are using online, you should be using the same account and user ID you used for 2023 so that the transfer of 2023 to 2024 occurs.    If you are using desktop, then you need to tell the software that you want to transfer a 2023 tax file.

 

The transfer has to happen at the very beginning before you enter any 2024 information.  If you start entering any new 2024 information it is too late and you have to start over.

 

 

 

 

How to transfer last year’s return? 

 

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

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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