Most data from 2023 Turbotax not shown in the 2023 column when doing 2024 taxes

[jdwcaw]

I have felt that having the previous year's tax inputs shown as a compare column to current year inputs provided a lot of convenience while doing current taxes. It was a very nice feature.

This year almost all entries in the 2023 column are shown as 0.0. The PC with all my desktop TurboTax  yearly installations has been upgraded recently from Windows 10 to latest Windows 11 so could this been part of issue?

Any suggestions on how to get this feature working right again?

[MarilynG1]

If you're just starting your 2024 return and noticing that 2023 amounts on the topics pages are not there, it's possible you transferred the wrong 2023 return into 2024.

If you have TurboTax 2023 installed, try opening the return you transferred to 2024 to see that it's correct.  If so, you could try a Manual Update to your 2024 program, then transfer 2023 again.  Use 'start a new return' to do this.

If the 2023 return looks incomplete, it could be another version that was not completed and filed.  You may find several back-up copies in the Documents > TurboTax folder.  Try transferring the one with the most recent date (you could look at this one in the 2023 program, too).

@jdwcaw 

[jdwcaw]

I think your advice has identified the root of problem. For many years I have created my own directory for TurboTax activity. For example instead of using the default TurboTax document directory I elected each year to place each year's activity in it's own individual directory. For example:

C:\TURBOTAX2021

C:\TURBOTAX2022

C:\TURBOTAX2023

C:\TURBOTAX2024

So I ran the 2023 version of TurboTax again and it automatically updated before opening up.  Whatever updates that had happened since time I filed last April and now apparently had lost the location of hard drive path (C:\TURBOTAX2023) that I had been using and I was simply given the usual invitation to start a new tax preparation for 2023.

I also remember that another TurboTax user with similar problem had commented this year that he was furious because the NYS tax part of TurboTax needed the precious year's federal adjusted gross income as a NYS eFile requirement but at time of submission you are given chance to edit this value but it is not displayed until you attempt to edit it (so if you are filing flawlessly year after year you might presume the value in there is again correct and just proceed forward). Because I had read that comment this year I edited the 2023 AGI and sure enough it was wrong and would would have likely caused NYS to reject my eFile if I hadn't corrected it.

The other thing with this scenario is that with my TurboTax being maintained in independent directories instead of default document directory and TurboTax no longer able to remember where last year's files were placed I do not see a way to import the previous year's file when working on this year's taxes.

If TurboTax upgrades have moved towards making the default document directory into a mandatory directory it should have at least given directions  to copy everything into the default document directory before starting tax preparation I think. If not intending to have mandatory then should fix the bug caused by updates since April 2023.