Prior year data transfer

[torobert222]

What is the question?

TT will automatically transfer your data from the prior year. If you save it somewhere besides the default TT path, you will have to choose the file or folder to transfer the data from.

[NicolleR1]

See the links below for assistance on transferring last year's data

How do I transfer last year's return into TurboTax Online?

How do I switch from TurboTax Desktop to TurboTax Online?

[jmb515]

Some individual with nothing better to do found a way to get ito my PC claiming it was Microsoft even with a nice logo.  They did something which removed my prior year's Turbo Tax data file so normal transfer routine will not work.  I filed my returns electronically and I am wondering if Intuit, Federal IRS or State maintain anything which would assist me.  Yes, I should have backed it up on an external drive; a big mistake on my part.    The water is now over the dam and the cows are loose.  What can I do?

[RobertB4444]

Intuit doesn't keep a copy of your return if you use the desktop software.  It looks like you'll have to manually enter everything from last year.

In the good news column you can get a transcript of your return from the IRS.  You will need to go to the IRS website and create an account and prove your identity.  But once you do that you are able to download tax returns for the last several years.

Here's where to create your account.

Sorry you're dealing with all that.

@jmb515 

[jmb515]

One BIG question.  Where do I manually enter the vital 2023 return information into the 2024 Turbo Tax Application?  This has become a huge problem thanks to the IRS,  tax forms and codes more complex than they need to be.  I can recall submitting a tax return of about 4 pages; now I look at more than 60.  I've had it and ready to leave this promised land of honey and nuts with two feet.  Thanks for your understanding and helpful procedures.  I did go to the IRS site and registered for My Account.  Now I just have to prove I am alive, not a member of a banned organization and have all the tools required to meet the IRS requirements.  If someone would inform the migrants from South of the border all about the IRS, they will turn around and go back.    

[jmb515]

Robert, I'm sorry, I don't think I an getting my problem across.  I have two possible solutions and hopefully one can work.  I will be getting a hard copy of my 2023 return.  Is there a way to take the 2023 data which is used in the 2024 TT preparation return for 2024 and manually enter it into my 2024 return.  The second option is I found a CD which shows a file name of TAX2023 FILE  2,793 kb from TAX RETURN TTO.TAX2023.  I tried to read it, but can't find what app will work.  Does this file have any worth-while data that I can use? How? 

A very sincerely THANK YOU RobertB!!  Everything I just do not know how to recover the lost data caused by some idiot created for either fun or money.  I suspect it was money with the fake Microsoft display screen and false telephone number.

[JotikaT2]

Click on this link to get to your 2023 tax download of the Desktop program.  You will see this option under the section titled "File your 2023 taxes."  

It sounds like you had purchased the software already, so click on "access it here" to use your log in credentials and download your 2023 software again. 

Then, since it sounds like you do have a back up of your 2023 tax file, follow these instructions starting on step 4 to download your 2023 .tax file tax return.  You will then go to step 5 and be able to open it with the 2023 TurboTax Desktop product.

@jmb515