Schedule E Not Importing

2 replies
62 views

Information from TT2023 Schedule E not importing to TT2024. Anyone have a solution to this issue?

VolvoGirlAnswer

Level 15

This is mainly for Schedule C but can apply to Schedule E. If you used the Desktop program last year, see if you have another .tax2023 file on your computer.

Or maybe last year you marked the Schedule C or E as FINAL in Turbo Tax?

Here's an idea. Do you still have 2023 installed? Try opening 2023 program and see if you can get your 2023 return to show up in it. Go to FILE - OPEN. And see if your schedule C or E is in it and if it's marked as finally disposed. Or any Assets were disposed or sold.

Then save it again with a name and place you can find. Go to File - Save As. Then start a new 2024 return and transfer from the 2023 file.

VolvoGirlAnswer

Level 15

This is mainly for Schedule C but can apply to Schedule E. If you used the Desktop program last year, see if you have another .tax2023 file on your computer.

Or maybe last year you marked the Schedule C or E as FINAL in Turbo Tax?

Then save it again with a name and place you can find. Go to File - Save As. Then start a new 2024 return and transfer from the 2023 file.

impedance1976Author

Level 2

Thank you so much for your answer; it has resolved this issue. DETAILS: I did not see anything in the Desktop TurboTax Step-by-step interview where it asked about FINAL. However, I went through the Schedule E worksheet and found a line "H" entitled "Complete Taxable Disposition" in a section entitled "Check All That Apply:" near the beginning of the worksheet. Box "H" was checked (I do not know why). We did sell one of our office condos in 2023, so while doing the 2023 return I may have incorrectly answered one of interview questions that led to Box "H" being checked. Anyway, I unchecked Box "H" and saved the file. Then opened TT2024 and imported the just-modified TT2023 file. All of schedule E imported correctly including all assets. Again thank you very much for your help. FYI: I am doing TT2023 and TT2024 now because due to a computer glitch I lost the original tax2023 and tax2024 files. So I had to recreate these files so I can import the tax2024 file into TT2025.