Transferring .tax2023 file for 2024 preparation

[mikereynolds72]

I have tried transferring my form 1040 Individual Tax Return.tax2023 for preparing 2024 taxes, but I am just getting “Completing calculations” with a blue starting dot, but no movement after 10 minutes. What can I do?

[JotikaT2]

If you are using TurboTax Online, make sure you are logged in using the same credentials as you used to prepare your return last year.  You can use this link to verify any accounts you may have under your information.  Once you confirm that you are using the same account, follow these instructions to import your data from 2023 if it is not already carried forward.

If you are using TurboTax Desktop, please see this link for steps to ensure you are transferring the information from last year correctly into the 2024 TurboTax Desktop program.

If you have checked all of the above and your program is still frozen, try updating your program.  This can be done by logging into your desktop product.  Select Online in the menu on the top, and then select Check for Updates.

If that does not update your program, you can also manually update your program.