TurboTax Online

[SJV]

I was in the process of using the online turbotax and it did not bring up any of my previous years data as it does when I purchase a copy from a retailer.  When I discovered this I stopped using the app immediately as I'm no longer interested in using the online method.  I prefer purchasing a copy from a retailer so I can get the previous years data loaded and also have a comparative review.  What do I do to remove my online account?

[xmasbaby0]

In order to transfer the 2023 return to 2024 when you use online you have to be in exactly the same account with the same user ID.   If you are in a new or different account, that is why none of the past year data transferred.   

[xmasbaby0]

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account Recovery

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

[VolvoGirl]

You can transfer your 2023 Desktop return into the Online version.  Do you still want to try that?

If you switch to the Online version and used the Desktop program before you may notice several differences and not like the online version.  It has less features and no Forms Mode.  You can only do 1 return.  Your return is only saved online so be sure to save both the .tax2024 data file and the pdf file to your computer when you are done.  In case you need to amend in the future or if you need a copy to get a loan or something.  You might not be able to access your online return when you need a copy.

For Online…..if you haven't filed you can just leave and abandon it.   Or You can try to clear it. But you can’t delete the Online account.  

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-onli...