Incorrect data flowing from 2023 return

2 replies
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I'm just starting my 2024 return on TurboTax desktop. The amount of the state tax refund from 2023 that I imported from the 2023 TurboTax file does not match the return that I filed last year. I opened last years file in TurboTax 2023 and it matches what I filed and received from the state. Where is this erroneous number coming from? Is it okay to just edit the imported number without screwing something else up? Thanks

axtellAuthor

Level 3

I'm very disappointed that someone from TurboTax hasn't bothered to resolve my issue. Porting data from my old return is a fundamental reason that I use TurboTax each year. Can someone please help?

KeshaH

Alumni - Intuit

You can adjust the numbers within your 2024 TurboTax return to match what you actually received, which should match your Form 1099-G. It won't cause any issues on your return.