Transfer Return Data

How do I RE-transfer data from a previous year into a return already started? I completed 2021 return and then started my 2022 return. At that time, I transferred data from the 2021 return into the 2022 return. THEN, I realized i missed some things on the 2021 return and fixed them.

Now, when I go back into the 2022 return, I would like the updated 2021 version transferred in. How do I do this?

189

Level 15

Feb 20, 2024 8:00:03 PM

There is no way to transfer data into a return that is already in progress. You can only transfer data from the previous year when you first start a new return. Your options are to either (a) start your 2022 return over again, transferring from the updated 2021 return, or (b) make the adjustments manually in your 2022 return for whatever you changed in the 2021 return.

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Transfer Return Data