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New Member
posted Feb 9, 2025 4:23:01 PM

In TurboTax Deluxe (Mac), the previous year's personal info (what would normally be transferred) is unavailable following a successful transfer, (continue) where is it?

Current year TurboTax Deluxe for the Mac with updates through Feb 9, 2025, using transfer from last year's TurboTax file.

0 3 2027
3 Replies
Expert Alumni
Feb 10, 2025 8:07:45 AM
New Member
Feb 10, 2025 7:53:59 PM

Thanks for the quick response, but unfortunately, following the link leads to an article, which states that it was updated a month ago to read:

"The specific issue you’re looking for has been fixed and the article you’re trying to access is no longer available."

 

I still require an answer to this, since I'm not fond of re-typing everything - I also don't get the last years comparisons, with the transferred data unavailable.

Expert Alumni
Feb 15, 2025 5:53:36 PM

Users sometimes report that problems with importing a return were solved after an update was run. On a Mac, simply quit and reopen TurboTax. If there are any updates, you'll be prompted to download them. Once you've done this, try again. 

 

Tips:

  • It's best to use a wired, high-speed connection when updating, both to save time and minimize data corruption.
  • If your connection drops in the middle of the update, try again; it should pick up where it left off.
  1. Select Begin and choose Use a tax return that's on my computer.

To transfer info from your 2023 TurboTax for Mac return:

  1. Select your 2023 return from the list and select Continue.
    • If you don't see your return, select Find your tax return.
  2. Open TurboTax for Mac 2024 and choose File New Tax Return.
  3. Select Continue to review the transferred information. We'll also give you opportunities to review, edit, or delete transferred information later on.

Be aware that once you've gone past the Transfer screens, you can't go back to revisit them. If you need to re-do your transfer, go back to step 1 to start over with a new return.

 

See also this help article for troubleshooting steps for Mac issues.

 

If you have all of the minimum system requirements, you might also try clearing your cache and cookies.  If after trying all of the options mentioned you still have the same problem:

 

See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.

 

@courtcm2