I installed the 2023 home & business software to a new computer purchased. However, even though my clients from prior year appear to be in the program, it transfers without any information. What needs to be done so that i dont have to re-enter all

edmundo3 · ‎March 23, 2024

xmasbaby0 · ‎March 23, 2024

When you start a new return -- the second screen you get will say "Let's Get a Jump Start on Your 2023 Taxes"

and you will get a list that includes the option to "Use a tax return that's on my computer"----click that one and transfer your 2022 tax file in to 2023 so that you do not have to re-enter all of that stuff.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

VolvoGirl · ‎March 23, 2024

Not clear on your question. Are you talking about doing new returns for the clients? Or entering your clients/customers payments into your Schedule C? Or what? What info did not transfer? Are you maybe preparing 1099NEC to issue to them?

And Turbo Tax is not licensed to do returns for clients. You would need to use one of the professional programs.

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I installed the 2023 home & business software to a new computer purchased. However, even though my clients from prior year appear to be in the program, it transfers without any information. What needs to be done so that i dont have to re-enter all