Downloaded MacOS version of TurboTax 2021last week and downloaded updated version today (11/19/21 - 2021.r05.021) and started new return. Program shows prior year tax file available for transfer, but when select it and request transfer of prior data, program reports that transfer was successful but no data is transferred - all blank. This is the case whether attempting to use the prior year TurboTax file (format: XXXXX.tax2020) or trying to use the .pdf file created by TurboTax last year.
2020 version of TurboTax MacOS will open and transfer the 2019 tax data, but the 2020 version will not open the 2020 tax data file. I am concerned that the 2021 version of TT MacOS corrupted the data in the prior year tax file.
Any similar experiences or suggestions? Thanks very much. (Do not want to manually enter all my data!)
It works fine for me. I have several 2020 .tax files that I test with an they all transferred to 2021 without a hitch.
Also transfer only READS the .tax filwe and cannot write to it. If you still have the 2020 version try opening the 2020 .tax file with that (use "File -> Open Tax Return", don't double click the 2020 .tax file or it will try to use the latest version of the software (2021 not 2020). If it will not open then the file is corrupted.
Are you using the latest version of the MacOS - Monterey 12.0.1? That upgrade came along after TurboTax 2021 was published. I am wondering if there is some incompatibility.
No, I am on Catalina, but the software is independent of the OS as long as you have OSX 10.15 or higher.
I am on Monterrey and I can see my 2020 file but it will not open with the 2020 software and it will not open with the 2021 software and I cannot transfer either..... If anyone finds a solution....please share 🙂
Same issue here. I just purchased and downloaded TurboTax Premier 2021 (from Amazon), installed and updated the program, and transferred last year's return (*.tax2020 file), and yet no data transfers to the new return. On a Mac running OS 11.6.1 (Big Sur). I've been using TT for the last eight years and this is the first time I've encountered this (seemingly basic) issue. My only thought is with the typically frequent updates to TT that occur early in the tax year this will be fixed, but honestly, this should never have been released with this bug.
Please see the below TurboTax Help Article for assistance with your TurboTax for MAC software:
TurboTax for Mac won't open when installed
You may also want to try uninstalling and reinstalling your software.
Remove and reinstall TurboTax for Mac
If you continue to have issues with your software not opening or importing your 2020 tax file, please reach out to Customer Support.
Yes I am having the same problem not being able to transfer prior years taxes for MacOS
Please reference the above steps by @MichelleLO for further assistance with this experience.
If you continue to have issues with your software not opening or importing your 2020 tax file, please reach out to Customer Support.
What is the TurboTax phone number?
UPDATE as of February 5, 2022.
After two MacOS updates, and at least three updates to the TurboTax software, TurboTax 2021 finally transferred the data from my prior year's (2020) TurboTax file into the 2021 TurboTax return.
I wish I could explain what specifically happened to cause it to finally work. My only suggestion is to make sure you are using the latest MacOS and have allowed TurboTax to download and install its latest version (which for me is TurboTax Version: 2021.r15.074 and MacOS Version: Monterey 12.2)
Awesome, mine finally did as well! Thanks for the heads up.
I have Catalina as well and turbotax 2021 is not prompting to download the 2020 data. Just getting started now so I should have all of the latest updates. Were you ever able to resolve this issue?
It is still important to run a software update, as there is often updates needing to be completed.
Please follow the instructions here to run the manual update. @Whtmtns
Apologies for the delay. I'm still on Big Sur (11.6.4), and was eventually able to sync all of my 2020 data. I don't recall doing anything particularly special though versus many attempts that finally worked. Good luck!
We are happy to hear you were able to get everything resolved. Please let us know if we can assist you further. @jsbigs
Running into the same problem. TurboTax website says it is unable to locate my 2021 and 2020 returns, although 2019 and prior returns are there. Needless to say, I did file with TurboTax for 2021 and 2020 returns, and I have never had a problem prior to this year regarding data transfer.
@WDCJr wrote:
Running into the same problem. TurboTax website says it is unable to locate my 2021 and 2020 returns, although 2019 and prior returns are there. Needless to say, I did file with TurboTax for 2021 and 2020 returns, and I have never had a problem prior to this year regarding data transfer.
See:
I had this problem last year and I am having it again this year. I am on a Mac 12.4 and I have used Turbotax for years and it always imports the previous year easily. Last year, when TurboTax upgraded and required Mac to be at 12.4, the import no longer works. It no longer sees the previous year file, and when you find the file and hit "transfer" nothing happens. I have tried updating and duplicating the 2021 tax file, no success. I have tried restarting my computer, no success. I have tried printing the 2021 file as a PDF and importing it that way, 2022 Turbo Tax sees it, but doesn't import.
Support was nice, but unhelpful. Any ideas? Any one else having this problem? Support thinks it is my file sharing settings? I don't think so.
Thank you.
-Mike
Are you having any trouble transferring 2021 into 2022? I can't get it to work, same problem as last year. Any advice would be greatly appreciated.
Thank you.
-Mike
To clarify, are you unable to locate your tax data file? If so, please see Find your tax data file in Mac for assistance.
If that is not the issue you are experiencing, please try reaching back out to Customer Support: What is the TurboTax phone number?
Yes, I am able to locate last year's file, no problem. When I select it and hit "transfer" nothing happens. I have tried opening the 2021 file again and duplicating it. I have tried making a PDF of the 2021 file and all result in the same action, they are not transferred in and no error message is given. Same problem as last year and no resolution from Turbo Tax. Very annoying. And, phone support the past two years resulted In over an hour over the phone with no resolution. Any help would be greatly appreciated. I can't be the only person in the world with this problem.
Please try to delete the Turbo Tax program, and reinstall the Turbo Tax software, to be sure everything is up to date.
After reinstalling the software if you are still unable to transfer 2021 data into the current year's tax return, it would be best to click here and speak with an agent.
@thetravhi
Solved! I am listing this here because it might happen to someone else on a Mac. My IT Manager helped me solve it. So what I had to do to see last year's file is making a change in System Preferences.
System Preferences / Security & Privacy / Privacy Tab /
Then, scroll the list to find "Full Disk Access".
Then, hit the plus button to add TurboTax 2022 to full disk access.
(Note: you will need admin access to open this screen and add the disk.)
Anyway, after I did this, going back into Turbo Tax it now saw the 2021 tax file!
Please make sure to pass this information onto Turbo Tax Support.
Thank you.
-Mike 🙂