Transfer failure from 2022 to 2023

Some of my 1099-Rs from 2022 did not transfer to my 2023 TT file (Windows). How to I force another import from 2022 to 2023?

posted

Did any of the 2022 Form 1099-R's have the selection to Do not transfer to next year selected? Go to Forms mode on the 2022 desktop program and look at the top of the Form 1099-R.

I haven't tried it, but I think any 1099-R with "Total Distribution" marked the prior year wouldn't transfer either.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

After using TurboTax for 10 years, I had our 2023 return done by an outside accountant. Not simple return I TurboTax, for 2024 price for entry of 2023 data?

in Get your taxes done using TurboTax

Expert does your taxes

Do it yourself

Resources

Support

Transfer failure from 2022 to 2023