I would like to transfer last year's tax return into 2022 but it is grayed out and won't import. I have enabled file sharing on on MacAir but it still won't import.

[SForrestLO]

Are you using the CD/Download version for MAC on a computer?

Please see this Turbo Tax help article for more information.
How do I transfer last year's return into the 2022 TurboTax software for Mac?

[dagmarpollex]

I can find last year's TurboTax program but it is grayed out and won't upload. The pdf version of last year's tax return won't upload either.

[dagmarpollex]

I am using the download version for MAC

[SForrestLO]

The tax file must be saved as a .tax file in order to transfer it to your current year. You can't upload it as a PDF.  

Can I convert my PDF into a tax data file, or vice-versa?

Please see this Turbo Tax help article on how to find your tax file on your computer. 

If you purchased the download last year, you can install it again by accessing your downloads. Use this link to log in and access Download’s & Unlocks. 

[nowakcarole1]

How do you transfer more than one 2023 tax files ?

[DoninGA]

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@nowakcarole1 wrote:

How do you transfer more than one 2023 tax files ?

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Only one 2023 tax data file can be transferred to a 2024 return.  You would need to start a New 2024 Tax Return to transfer another 2023 tax data file.

[Mike9241]

Turbotax does not provide for transferring a later year to an earlier year.

only one return can be transferred. so if two single taxpayers get married only one file can be transferred.

the same would be true of any other types of returns. 

[xmasbaby0]

@nowakcarole1 

Are you trying to start a new joint return?

You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2023 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.

When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.

When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.