TT 2022 Home and Business will not import previous year's return

[johnlight]

Has this been fixed?? The desktop version wants me to enter everything from scratch.  I want all my 2021 data for reference which has always been an initial question in the software.   I have also had to log on more than six times today (each time I follow link to another page and I am still unable to find specific extension filing information for a disaster county in California.  It appears to be automatic for California but federally it appears to be no different than a regular extension request.  I thought I would be on and off today with extensions and it has already taken me hours.  Urgh!

[ASF01]

As far as I know, despite numerous interactions with Intuit support, the issue was never fixed.  I had to prepare my 2022 return from scratch which proved much more cumbersome than I had hoped.  This has certainly been most disappointing.

[musiuloco]

Very sorry to learn you never able to import previous information. Unfortunately this confirms my opinion that TT quality has slipped. I do not know how to bring awareness of this situation to TT management. A disappointed as for years TT an example of quality, and support. I will be in touch should I learn of a way to contact TT about this problem.

[LindaS5247]

I use TurboTax desktop Home and Business and all of my prior year tax data transferred in with no issue.  Do you have your tax files saved on your computer?  Did you get a new computer?

First, ensure the following situations don't apply to you:

• By design, TurboTax only transfers information from the previous tax year, it won't let you skip years when transferring.
  • In other words, you can't transfer your 2019 or 2020 data into your 2022 return.
• TurboTax will only transfer information from a return that uses the same main form.
  • For example, you can't transfer data from a corporate (Form 1120) return into a partnership (Form 1065) or individual (Form 1040) return.

Errors such as Transfer Was Unsuccessful, Internal Error, or Unable to Read Data indicate possible file corruption. Carry out the following suggestions, in the order listed, until the issue is resolved.

• Close TurboTax, restart the program, and try transferring again.
• Make a copy of last year's return and then transfer from the copy:
  1. Close TurboTax 2022 and open TurboTax 2021.
  2. Open the 2021 tax file you are trying to transfer from.
     • The message Unable to Read Data means your file is damaged. Search for another copy of your file to transfer from. If you can't find one, you'll need to enter everything manually from a printed copy of last year's tax return.
  3. From the TurboTax File menu, choose Save As.
  4. Save that return using a new file name, for example by adding the word Copy to the file name.
  5. Close TurboTax 2021 and reopen TurboTax 2022.
  6. Try transferring from the copy you saved in Step 4.
• Try reinstalling your prior year TurboTax software. If problems persist, reinstall the current version of TurboTax. Then, try transferring again.
• If your information won't transfer, or the transferred data is so messed up that you don't even know how to begin fixing it, you can always start over. To start a new return in the Desktop Software version, you can either:
  • Reopen TurboTax and select Start a New Return on the first screen, or
  • Choose New Tax Return from the File menu. You may also want to delete the original file if you saved it.

[ASF01]

Linda: Thanks for your reply.  I have been through these various solutions multiple times.  My specific problem related to my inability to import anything from a saved PDF file of my 2021 tax return.  I understand that despite the statements on the TT website and program, there may be limitations in the amount of information that can be imported from a PDF file. Nonetheless, I couldn't import anything!  I tried all of the suggested solutions...the file was NOT corrupted. I was very disappointed!

[mleblanc5500]

I found this post when searching for "Unable to load last year's file". I have the same problem, but I still have the TurboTax software installed for EVERY year from 2012 through 2021, on my Mac.  I also have EVERY year's .TAX or .TAX2019, .tax2020, .tax2021, etc. file. Each year the import from the past year works flawlessly. This year there is some sort of a bug. It just does NOT work. I have restarted the software to no avail. It shows some of the older files, but not the recent couple of years. I called tech support and waited for 45 minutes. A guy answered the call and then I spent 15 minutes on hold while he tried to get a supervisor to help him. (He had no idea how to help me AT ALL - only through a supervisor.) Then he somehow disconnected our call!!! I called back and am waiting again to get help.

I have never had a SINGLE ISSUE with TurboTax in 20+ years!! Until today.

[myegor]

Also check that TT files end in .tax2021

• Anything else doesn't appear to work for import.  Windows can hide extensions, so show extension and clear anything behind .tax20XX 

[cardsvc1]

Turbo Tax lost my 2021 Home and Business Desktop/CD tax file which no one can seem to find anywhere on my

computer. Since I read the last post about the same issue, I wonder if there is an issue with that type of software.

I completed the 2022 version of Home and Business over several home sessions before the system said everything checked out . I then decided to wait an extra day before I submitted it to the IRS but I did print out 22 pages of forms that was to be sent. I then went back to submit the return the next day and there was no data there nor was tax year 2021 data anywhere to be found on my computer. Home and Business version could not bring up any returns!!! Support people said that I should re-load the CD and do the 2022 return again after I already spent many hours completing it. The MUST BE SOMETHING  WRONG with the software! It was not due to user error. I always click EXIT and SAVE whenever I stop to pause for a day or so.

NOTHING WAS SAVED and even my 2021 return is missing!!!!!!!

Are there hidden files I can't see? The file .tax2021 and .tax2022 can not be found!!!!!

[Carl]

Turbo Tax lost my 2021 Home and Business Desktop/CD tax file which no one can seem to find anywhere on my computer.

When using the CD version the only place the file is stored is on your computer. The default location is in the documents\turbotax folder. The only way that file can be deleted is if you or some other person sat down in front of that computer and took action to delete it; be it intentionally, or accidentally.

It's also possible that if you have more than one login on the computer, the file was saved to the documents\turbotax directory of another login. So check that.

If you'll look at the C: drive in File Explorer, open the C:\Users directory. At a minimum, you will see 2 or 3 account names there.

C:\Users\Public

C:\Users\Default (this particular account may or may not be present)

C:\Users\[your account name]

You may also see account names that are garbage or don't look familiar. Those accounts are created by other software/firmware on your system, based on what you have installed. But if you see other "common sense" accounts, that indicates another user account may be set up on the computer. For example, if you see C:\Users\FLastname that would most likely be an account created by you or some other person who has access to your computer.

[FLSunset44]

I can't import either.  Maybe something is wrong with their software this year.  I've never had a problem in the past.  I hope they issue and update and fix the problem

[Fefe]

Go to File on top left side.

select Open Tax Return

select Start a new Return

select Start a new individual Return.

System will open old files for 2021.

You might have been selecting new return and should have selected Open Tax Return.

Hope this helps...

[Fefe]

See my post...

[Fefe]

Go to File on top left side.

select Open Tax Return

select Start a new Return

select Start a new individual Return.

System will open old files for 2021.

You might have been selecting new return and should have selected Open Tax Return.

Hope this helps...

[ASF01]

Nope!  Not applicable.  Had to start from scratch.

[FLSunset44]

I fixed the issue.  My previous return was stored on my OneDrive which was not running that why it was not loading and importing.  Once I started the OneDrive the import worked.