Hi, I have been using TurboTax for years and when I begin it always finds my file from last year to transfer in. This time, it is not finding my file. Even when I search for it, and hit "transfer" nothing happens. This is very annoying as I don't want to retype all of the basic information. I thought maybe the 2020 file was the problem, so I opened it up in 2020 TurboTax App and duplicated it to a new file. Still no go. When I click on the file to transfer in 2021 app, nothing happens. No error, nothing.
I have already submitted a tech ticket by calling support, but haven't heard anything back. I would love some help from others who are facing this problem. I will note that TurboTax decided to make it much harder to use this year by making the OS requirements quite high. I had to upgrade the whole computer. Before you ask, I did reinstall the app after the upgrade.
Thank you.
Please see Why didn't last year's tax return transfer over in TurboTax Online? for a resolution to a possible reason as to why your 2020 return is not transferring over. You may also want to check out How do I transfer last year's return into the 2021 TurboTax software for Mac?
If you need additional assistance please feel free to contact Customer Support.
Thank you for responding. I am using the CD version of the software. I tried the link and updated my password, but my email address hasn't changed in more than 10 years, so that isn't it. Do you have any other thoughts? I truly believe that it is a mistake in the system probably because this upgrade is using a higher level of OS system. I hope that the programming people at Intuit will fix it soon. I do not want to have to retype all my information.
If you have tried all the steps provided by @MoniqueLO_, please contact customer care by following the instructions here for further assistance.