TurboTax Downloaded version for MacOS - Not transferring prior year's data

[WDCJr]

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.

[macuser_22]

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@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.

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See:

https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VN...

[thetravhi]

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 

[thetravhi]

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

[MichelleLO]

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? 

@thetravhi

[thetravhi]

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.

[CarissaM]

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

[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 🙂