I started my 2023 tax return in 2024, had communication issues with turbo tax representative and did NOT file with the IRS. I entered most of the information in TT in 2024 but did not submit. TT says I have to purchase the (2023tax year) form to complete it. will the information I already entered move over to the new form I will be purchasing today?
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Did you start a 2023 return using online TurboTax? Your post is confusing since you are posting from desktop download Home and Business.
If you started 2023 using online software:
You will be able to access the 2023 return you started by using the exact same account and user ID that you used when you started it. But you can no longer use online software for any further changes.
Start a 2024 return online and enter some personal information so that the menu on the left opens up and lets you access your past year returns.
Online tax preparation and e-filing for 2023 returns is now permanently closed.
Now it is too late to use online software or to e-file. If you have any changes/corrections at all to make to your 2023 return, you now have to complete it using desktop software, which you must download to a full PC or Mac (not to a mobile device).Then you need to print, sign and mail it.
If you already paid for your online software you can ask customer support for a download of the desktop software.
They are available from 5 a.m. to 5 p.m. Pacific time Monday - Friday
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
If you are getting a refund, there is no penalty for filing late. If you owe tax due, then file and pay the amount due as shown on the Form 1040, but expect a bill later from the IRS for the penalty and interest you will owe. Only the IRS will calculate this—TurboTax will not calculate it.
When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.
Federal and state returns must be in separate envelopes and they are mailed to different addresses. Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.
You need to download the 2023 tax data file ending in .tax2023 to open in the Desktop program.
How to finish a return you started online,
Then for 2024 you can transfer 2023 from your computer into Online or a desktop program. But you have to file 2024 from Online by tomorrow Oct 15. Or you will have to use the 2024 Desktop program after Oct 15. I would try to do 2024 first so you can efile it today or tomorrow from Online. To efile you will need to enter 0 for the 2023 AGI since you are filing 2023 late.
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