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How to go from 2024 to 2023

Hi,

I currently have TurboTax for 2024, but I need to file Form 1065 for the 2023 tax year. When I open the software, it defaults to the 2024 version. How can I switch or access the 2023 version in order to file my 2023 partnership return?

Thank you!

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5 Replies

How to go from 2024 to 2023

You need to have or buy the 2023 program. 

How to go from 2024 to 2023

But I already have the 2024 version can't I just switch?

How to go from 2024 to 2023

No. The 2023 and 2024 programs are separate. 

How to go from 2024 to 2023

IThank you so much for you response I appreciate it. but if I click update turbo tax upon openning the software will it change from 2023 to 2024?

How to go from 2024 to 2023

No.  Each year is completely separate.  You have to buy each year separately.  

How to prepare a prior year return
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25...


To do a prior year return you have to buy the Desktop program here,
https://turbotax.intuit.com/personal-taxes/past-years-products
You will need a full Windows or Mac to install it on.

 

If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms…..

Here is the IRS 2023 Form 1040
https://www.irs.gov/pub/irs-prior/f1040--2023.pdf


or if you want bigger type use 1040SR for Seniors,
https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf


And 2023 Instructions
https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf


2023 Tax and EIC Tables
https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf


Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf
Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf
Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf


Then when you do file 2024 enter 0 for the 2023 AGI since you are filing 2023 late.


You have to print and mail prior year returns. 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 received the return. Don’t forget state.

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