@camino wrote: transfering in pdf 2023 into my downloaded 2024 return. I thought I did already, but the prior info is not showing up. I am not using the online version.
I am using a different computer this year. I sent a pdf file of 2023 to myself. I thought I had imported the info to my new return, but it is not showing up. I am not using the online version. Is it still possible to import?
You said: "I sent a pdf file of 2023 to myself"
Does that mean you emailed it? If so, be aware that it is not secure to email tax files--PDFs or tax data files. Those files are too sensitive for ordinary email. They have banking information, SSN, all sorts of things. You can use a thumb drive or writeable CD to move the tax data file to your new computer.
I presume that by "downloaded 2024 return" you mean you are using the desktop software.
You can only transfer prior-year 2023 data at the start of a new return. You can't transfer-in data into an already-started return. You'd have to start a new return to transfer-in data.
You need to be transferring in from the *.tax2023 data file. Using the 2023 PDF is not recommended, and as you experienced, may not work. Even when a 2023 PDF file works, it's only minimal info that transfers in, such as bio, and a few basic things.
