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nlchow
Returning Member

Importing 2023 TurboTax

Would there be a problem if I import 2023 TurboTax file late after starting 2024 TurboTax midway? I need the import for doing my schedule K1.

 

Earlier I was not able to import from TurboTax my 2023 TurboTax. There were no 2023 tax year documents listed  when I checked my intuition account.


Today I found out intuit let me do a download to retrieve the 2023 filing. In previous years I did not have to do that, the files were already there automatically after I filed each year.

 

Would the import mess up my entries so far or just replacing the informations I entered?

 

Do I have to do a download after filing each year from now on in order for the documents to appear in my account?

 

Your help is much appreciated.

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1 Reply
BrittanyS
Expert Alumni

Importing 2023 TurboTax

You will only be able to import your previous return prior to starting your return.  If you want to import after you started your return, you will need to clear and start new.  To start a new return, click File then select New Tax Return.

 

 

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