I've been using Turbotax (online version) for 10+ years. When preparing my 2023 tax online, it did not carry over information from my previous tax returns (2021 & before). I have to type in *ALL* the information such as:
* my last name, SSN,
* spouse's last name, SSN,
* dependent's info (all info)
* bank accounts, etc.
* more...
It treats me like it's the first time I am using Turbotax. I did use the same login ID as I used before, as I can see all my previous 10+ years tax return in my account, and I am using the same product "Turbotax Premium".
This is a BIG hassle as I have to dig out all my previous tax returns to find the correct information.
Any clue how to fix this issue?
You seem to already know that you have to be in exactly the same account using the same user ID. The transfer of the previous year information has to be done BEFORE you start to enter any new 2022 information at all.
https://ttlc.intuit.com/questions/1900883
If you still cannot get the transfer to happen correctly after clearing and starting over, contact support.
To call TurboTax customer support
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
Customer support is available from 5 a.m. to 5 p.m. Pacific time daily
had you asked before spending all that time, I would have suggested you wait to contact support when it opens on Monday.
5am-5pm Pacific Time (8-8 Eastern) Monday - Friday
https://support.turbotax.intuit.com/contact
800-446-8848
You seem to already know that you have to be in exactly the same account using the same user ID. The transfer of the previous year information has to be done BEFORE you start to enter any new 2022 information at all.
https://ttlc.intuit.com/questions/1900883
If you still cannot get the transfer to happen correctly after clearing and starting over, contact support.
To call TurboTax customer support
https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number
Customer support is available from 5 a.m. to 5 p.m. Pacific time daily