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New Member
posted Sep 16, 2025 8:44:53 AM

how do I download 2023 statement data into 2024 data?

so as to allow me to make comparisons

0 1 209
1 Replies
Level 15
Sep 16, 2025 8:58:52 AM

You have to transfer 2023 before you start 2024.  And I  don't think you can transfer using the Free Edition.  So you might have to upgrade.  Or are you using the Desktop program?

 

How to Transfer into the Online version
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953

 

You can try to transfer it but doing this will also clear out all your current entries. If you haven't filed, registered or paid you can try to clear and start over
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444