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Level 2
posted Apr 14, 2022 7:45:56 PM

Turbo Tax Premier Showing Incorrect "Forms from Last Year"

I imported my previous year's tax files that I filed and on the "Transfer Complete" screen it shows a single 1099-DIV under "Forms from last year". I opened the previous year's taxes and I believe it should have 2 1099-DIV's and 2 W-2's. Along with a 1099-SA but I wasn't expecting that to show. Anyone know what's going on here?

 

Transfer Complete Screen

W-2's on Last Year's Taxes

0 2 515
2 Replies
Expert Alumni
Apr 15, 2022 12:11:22 PM

If your return did not transfer from 2020 properly, there are a few trouble-shooting steps you can try.

 

Open 2020 TurboTax (check that the W-2s nd 1099-Div's are there) and save a second copy of your file to your computer, then try the transfer with that file.  

 

Uninstall/re-install TurboTax.

 

Here's more info on Troubleshooting Transferring Prior Year

 

@jwarnke

Level 2
Apr 15, 2022 1:44:30 PM

When I continued this way, it showed the forms I was missing. So I just used it as is.