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New Member
posted Apr 10, 2025 2:05:07 PM

Refresh prior year tax information in current year

Is it possible to have 2023 tax information updated in the 2024 tax file for comparison purposes?  I had selected an incorrect 2023 tax file when starting 2024 tax file.  Now the comparison year-over-year is not accurate.

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1 Replies
Expert Alumni
Apr 15, 2025 7:09:57 AM

No, once you have opened the 2024 return in an account that is the one that it is stuck with.  The only way to change the linked return is to log in to the account with the correct 2023 return and start the 2024 return over.

 

@bickie