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Level 2
posted Sep 28, 2023 5:57:55 PM

Information about last year's amounts is missing in TurboTax 2022

I've gotten more than used to TurboTax periodically showing what is on my current tax return and shows the same items from the previous year's taxes.  This year (2023), TurboTax is showing blanks (i.e., $0) for items that normally have shown up for the previous years.  This is so weirdly wrong I don't know if I can trust TT to complete my taxes correctly, but I'm hosed with the date closing in.  

 

Missing are:

  • Tax-exempt Interest
  • Rents and royalties
  • Pensions (taxable and non-taxable)
  • Social Security (taxable and non-taxable)

Did I purchase a bad CD/DVD, and if so, why didn't it detect the flaw?

 

I'm a little sickened this flaw made it out through s/w regression testing.

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1 Best answer
Level 2
Oct 4, 2023 11:16:52 AM

All,

 

Thank you for your help.  It was an odd cockpit error.  When TurboTax asked me to look at last year's tax file to import, it imported an incomplete return that had been squirreled away.  My bad.   By looking at the files, comparing the dates and the sizes, I realized that one was incomplete, and one was complete, and the wrong file had been imported (of course, they had the same name ...).  Of course, I have to start the 2022 return all over again, but that's okay.  Starting with the completed return made everything okay.  >Whew!<

 

Sorry about troubling everyone. 

5 Replies
Level 15
Sep 29, 2023 7:55:58 AM

Which version of TurboTax are you using? You might want to contact Support.

 

How do I contact TurboTax? (intuit.com)

Level 15
Sep 29, 2023 8:11:34 AM

When you started the program and your return did it  ask  if you wanted to transfer from last year?  Try starting a NEW Return (it won't affect your current return).  Go up to FILE - NEW and it should Good News we found your tax info and list your 2021 returns. 

 

Is your 2021 listed?  If not  you need to browse to where  you saved it.  The tax files end in .tax2021 and should be in your Documents in a TurboTax folder.  Or search your whole computer for all files ending in .tax.   Or maybe you have more than 1 file for last year and transferred from the wrong one?  

 

Here's an idea. Do you still have 2021 installed? Try opening 2021 program and see if you can get your 2021 return to show up in it. Go to FILE - OPEN. And see if that is the right one.

 

Or could you have used the Online version last year?

 

Also try updating your program.  Go up to Online-Check for Updates.

 

 

Level 2
Oct 4, 2023 11:16:52 AM

All,

 

Thank you for your help.  It was an odd cockpit error.  When TurboTax asked me to look at last year's tax file to import, it imported an incomplete return that had been squirreled away.  My bad.   By looking at the files, comparing the dates and the sizes, I realized that one was incomplete, and one was complete, and the wrong file had been imported (of course, they had the same name ...).  Of course, I have to start the 2022 return all over again, but that's okay.  Starting with the completed return made everything okay.  >Whew!<

 

Sorry about troubling everyone. 

Level 15
Oct 4, 2023 11:21:06 AM

Thanks for letting us know.  Glad you found it.  

Level 2
Oct 4, 2023 11:21:15 AM

Thank you @VolvoGirl @Anonymous_,

 

@VolvoGirl, you described how I had fixed it.  Thank you.