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Returning Member
posted Mar 26, 2024 7:06:38 AM

Where is all my 2022 data particularly my 2022 investment dividends and interest?

Hi,

 

I have been using TurboTax for many years and am super frustrated this year. I used the Mac Desktop Version. This is the first year, I had to transfer my data myself from my 2022 tax file. I was succesful in doing that. However, it didn't transfer everything. NOrmally, when I use turbo tax it shows me the prior year info and know which companies I received 1099 from.  Why is that not showing up now? It seems to only have imported very basic and incomplete data from the last return.

 

What has changed? Am I missing something?

0 3 1771
3 Replies
Expert Alumni
Mar 26, 2024 9:46:34 AM

This seems to be something that is being worked on: Why are some TurboTax customers unable to transfer last year's return into TurboTax? 

Returning Member
Mar 26, 2024 10:24:13 AM

Why is the link you provided marked "solved" if it's being worked on?

And is there a timeline - this is very frustrating and I haven't been 100% pleased with TurboTax in the past but this is pushing me to either do it by hand or choose another software company.  

Expert Alumni
Mar 26, 2024 11:05:40 AM

I'm not sure why it says solved. Users of the forum can make questions as solved. They may have felt knowing it was being looked at solved their particular question. You can sign up for updates. The community doesn't know anything beyond the link I shared.