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pgw1984
New Member

How to undo import of prior year return in TT Online

I imported my prior year return into my wife's TTonline account and it wiped out her data.

How can we undo this import  in TT Online and get back to seeing all of her data and history?

I had been using the CD version before we got married this year, so we are trying to merge our data for the first time.

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2 Replies

How to undo import of prior year return in TT Online

How are you going to do 2022?  Online or on the Desktop CD/Download program?   You should probably ignore her account.  Her prior year data is still there.

Here's some general info on getting married.   You can not transfer from or combine 2 returns or accounts.  Just pick the return for the spouse that has the most complicated return to enter or has any depreciation or business or  more investments.  Or use the account for whoever you want to be listed first going forward (by the way you can not change the order of the names).  Then add the other spouse's name, ssn and info to it.

 

You should usually  file a Joint return which is only 1 return combined for the both of you.  Make sure to stick with this one account for the future.  Just ignore the other spouse's account.

 

Getting Married FAQ

https://ttlc.intuit.com/community/tax-filing-status/help/what-does-getting-married-mean-for-my-taxes...

 

And info on Getting Married…..

http://turbotax.intuit.com/tax-tools/tax-tips/Family/Getting-Married/INF12006.html

 

How to undo import of prior year return in TT Online

Sorry, TurboTax accounts cannot be merged.  You can use one or the other of the TurboTax online accounts and then manually enter the tax data from the other spouse.

However, since you are now married it would be better if you created a New online account and entered your tax data as a married couple.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2021 online tax return. Click on Clear & Start Over.

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