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You have to perform the transfer of the 2024 tax file in to your new 2025 return at the very beginning, before you enter any 2025 information. You cannot do that transfer later on after you have already begun working on 2025. The only way is to clear and start over.
How to transfer last year’s return?
If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically.
If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return.
Here's more info on Transferring a Prior Year Return and Finding a Tax File on Your Computer.
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