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donsondra
New Member

TurboTax screwed up transferring last years info to this year. A W2 that was for my wife is now showing for me and mine are gone. Will this be fixed?

 
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4 Replies

TurboTax screwed up transferring last years info to this year. A W2 that was for my wife is now showing for me and mine are gone. Will this be fixed?

You should delete all the W2 that transferred over and enter them as new when you get your W2s in January.

donsondra
New Member

TurboTax screwed up transferring last years info to this year. A W2 that was for my wife is now showing for me and mine are gone. Will this be fixed?

Thanks.  But now I can't trust anything they've done which means TurboTax has lost credibility in handling my taxes.  Frustrating.

TurboTax screwed up transferring last years info to this year. A W2 that was for my wife is now showing for me and mine are gone. Will this be fixed?

Did you transfer from the right account?  Maybe you have another account?  It's common to end up with multiple accounts. First LOG OUT of whatever TurboTax account you're logged into right now. Then use this TurboTax account recovery website to get a list of user ID's for an email address. Run the tool against any email addresses you may have used
https://myturbotax.intuit.com/account-recovery/

And if it transferred over wrong I would go back and double check your 2019 return.  Maybe a W2 was entered under the wrong name then too.  And maybe from before then.  That has been a problem.  Usually gets noticed if Turbo Tax gives you the excess Social Security Credit for paying in more than the max. Check 2019 line 18d (from Schedule 3 line 11).

TurboTax screwed up transferring last years info to this year. A W2 that was for my wife is now showing for me and mine are gone. Will this be fixed?

It may not have been your situation.....but....switched persons belonging to W-2 forms can also happen if the couple changes the order in which the  taxpayer and spouse are listed on the Personal Info (or My Info ) page when there is an existing W-2 form in their file. 

 

Changing the order of Taxpayer and spouse is not recommended since it can can also affect other forms too, unless the user rigorously removes all transferred, or currently entered forms to clear them out and restart all of them from scratch.  (the IRS prefers that couples should not change the listing order of the spouses in their tax returns too.....it can result in significant delays in processing)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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