Transferring tax data

Forum|Forum|6 years ago
February 17, 2020
1 reply
7 views

Why does Turbotax show last year's Federal Tax Due when I import 2018 data to 2019 Turbotax?

Thanks

TurboTax Home & Biz Windows

Kat11_2

Alumni - Champ

Did you e-file your 2018 return? Or did you print and mail the return?

What I suspect is that you e-filed your return and never returned to the Desktop program to check the status of your e-filed return. Doing that would officially show your return as "Accepted" and would clear that refund meter. Did your 2018 information transfer into your 2019 return correctly?

I'll have to ask how to clear that refund meter for 2019. Let me inquire of my SuperUser peers to see what will do that. I'll post back when I have an answer, or someone else may respond to you.

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*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

kuckcAuthor

Level 2

Hi, I e-filed in 2018 and I just re-visited the "Accepted" area and worked all the way through to the "Exit Turbotax" button and I started a new 2019 return and transferred 2018 only to still see what I owed last year. All the other information did transfer correctly. Thanks for any more info about how to clear the Federal Tax Due/Refund window. Thanks for your help!

Kat11_2

Alumni - Champ

@kuckc Just to clarify: You did file in 2018 using the Desktop version? (CD/Download)

And you DID go back into your 2018 return and check the status of your e-filed return using the instructions I'm linking below?

How do I check my e-file status?

If you've gone through those steps, there should be a checkmark on your return when you open TurboTax Desktop program again.

I apologize for the frustration!

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***