How do I import my previous year's return from my Microsoft Personal Vault?

[knechod]

I am running the download version of TurboTax 2024 on a Windows 11 PC, and I am at the stage where it asks for my last year's return. When I click the Browse button, I get the File Open dialog box, but when I click "Personal Vault", it returns the error "...\OneDrive\Personal Vault is not accessible. The path cannot be traversed because it contains an untrusted mount point." An obvious 'solution' would be to copy my .tax2023 file onto my local computer, but that defeats the purpose of the Personal Vault.

[VolvoGirl]

See this thread

https://ttlc.intuit.com/community/taxes/discussion/turbotax-and-windows-personal-vault/00/3413521

[knechod]

I saw this.  However, I am using a special licensed version from Fidelity, and I am concerned that creating a 'dummy' file may increment some counter (normally, you get 5 federal e-files, but this license only allows one).

Did Intuit remove this capability as a security fix, or did they just bungle it?

[VolvoGirl]

Are you using the Desktop program you install on your computer OR the Online browser version?  I don’t know what “special” version Fidelity has.  It’s probably just the regular Online version .  Once you have the .tax2023 moved to your hard drive you can transfer it into the Online version.

You can Transfer the prior year from the Desktop program into the current Online versions.  You need to have the file ending in .tax2023 on your computer.  So be sure you know where it is.  But if you already started an online return you will have to clear it out and start over or set up a new online account.  How to clear and start over

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...

How to transfer into the Online version, expand the link if you used the CD/download last year........

https://ttlc.intuit.com/questions/1900883-how-do-i-transfer-last-year-s-return-in-turbotax-online

And How to switch from Desktop to Online

https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbo...

If you used the Desktop program before you may not like the Online version.  It has less features and no Forms Mode.  All the Online versions do not have the same forms so you may need to upgrade to a higher version.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2024 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

[knechod]

Wow, thank you for your response. Yes, I have experienced the difference between online and download programs. Last year, I did the online version, but then discovered that I had to file an amended return to add some K-1 filings. I couldn’t get the info needed, but Intuit kindly sent me the download version so that I could retrieve the data and complete the 1040X form. 

The Fidelity version is an agreement between them and Intuit to offer a greatly discounted version, but resetting the online version blew away the necessary license that allowed free filing.

I will probably have to move my TurboTax data onto my local machine and access it that way, but I REALLY HATE messing with pulling high risk data off that secure environment.

I put a call into Intuit, but they managed to drop me after putting me on hold, and they didn’t call me back.

Over the last 20 years, Intuit has become both more security subconscious (disallowing password manager copy/paste) and customer service brilliant (letting me use the download version free with the problem mentioned above). I guess I will keep using them until a) they do something criminally negligent, or b) the US gets its head out of the sand and simplifies the tax code.