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Level 1
posted Jan 26, 2024 2:38:01 PM

transferring tax2022 data to 2023 TT for Mac

I went through all the steps to transfer my 22 tax data ..it stated that the info had been transferred to my 2023 return…but when I started my 2023 return none of the info had been transferred!  This has never happened to me before.  I have been using turbotax for MAC  for ever.  This is the first time it has not transferred the data.  Is this a glitch in the 23 software?

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2 Replies
Level 15
Jan 28, 2024 9:06:29 AM

It's difficult to know what's going on without additional detail, but you may want to refer to the TurboTax Help article How do I transfer last year's return into the 2023 TurboTax software for Mac? for Mac transfer guidance.

Level 1
Jan 28, 2024 6:29:53 PM

I followed those instructions  as I always do.  It all worked very smoothly just as described until I got to the screen that says “Let us know if Your info is the Same”.  None of my info from last year had been transferred, even though on a prior screen it stated that all 2022 data had been successfully transferred!  This is very frustrating.  Could it be a glitch in the 2023 software?