I installed the 2022 Premier Version of Mac TurboTax. The first action is to import the data and history from 2021. Why did some data not be imported?

[Ken_R]

This also occurred in the 2021 product.  The history form 2020 is not included in the 21 and 22 files.   Is there a method to correct this?

[Critter-3]

First you TRANSFER the .taxfile info ... you do not IMPORT it.   Next, if you try to transfer a tax file that has forms in it that are not yet functional in the 2022 program then the information will seem to be missing until those forms are functional next year.   You may need to start over with a fresh transfer later when those sections of the program are operational later next year.  Missing depreciation worksheets are the most common issues in an early transfer.

IRS forms availability table for TurboTax individual (personal) tax products

Check back in mid-December for info on the availability of forms for tax year 2022.

Related Information:

• IRS forms availability table for TurboTax individual (personal) tax products
• State forms availability table for TurboTax individual (personal) tax products
• Which IRS forms are not included in TurboTax?

[Ken_R]

Thanks for correcting the term I used.  You are correct.  The data that is missing is in the "Tax History Form" for the year 2020.  This form collects the important (income, deductions, status, taxes, tax brackets, etc.) data for the 4 Earlier years and the current year.  I am not sure why this occurred when I completed the 2021 return, and has carried over into the 2022 form.

[DoninGA]

@Ken_R Make sure that you have the latest release of the TurboTax software.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.

If the Tax History Report is still missing in Forms mode, then you will need to contact TurboTax support on Monday.

I am running the 2022 Premier desktop edition for Windows and have the Tax History Report populated after transferring the 2021 tax data file to the 2022 software.

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax