won't Import previous year

Forum|Forum|2 years ago
January 29, 2024
3 replies
13 views

I have used Turbotax for 12 years and it was always able to easily import data from previous year. This year it doesn't find file and when browse to it program just says unsuccessful but no problem can manually input it. The reason I continue to use turbotax is ease of tracking and entry. What it up? I have been a loyal user but this is very annoying.

rjs

Level 15

Are you using the CD/download TurboTax desktop software installed on your computer? Is it Windows or Mac?

When you browse to the 2022 tax return file, does the file name end with .tax2022?

judebreitwieser

Level 2

Hi -

I did not write the original inquiry, but am having the same problem.

I'm using Windows, TT Home & Business. The file I'm trying to bring up is last year's return that is on a pdf file. Your note on that screen says "We support files from TurboTax (.tax2022 & .pdf)", so why it is not coming up? I spoke with Devi at length a few days ago and someone from the back office was supposed to get back to me.

2022 taxes were done from a cd, and this year I uploaded the program from online.

Help. Thanks Jude

[email address removed]

rjs

Level 15

@judebreitwieser

It's not clear whether your problem is the same as the original question. The original question does not say anything about using a PDF.

Transferring last year's information from a PDF does not work the same as transferring from a .tax2022 file. At best it will transfer some of your personal information (name, address, Social Security number) and your AGI. Using a .tax2022 file is much more thorough and transfers a lot more information. And sometimes transferring from a PDF doesn't work at all.

Although the PDF is technically supported, the support is very limited. You really have to use the .tax2022 file to get any meaningful transfer of information. If you don't have the .tax2022 file you might as well just start your 2023 tax return without transferring, and enter everything manually.

TLMTT

Level 2

Same problem here. the pdf files looks good.

bpalmer7440

Level 2

I too have been using TurboTax for years. Downloaded the software this year (MacOS), and it refuses to load the .tax_2024 file from last year. It is looking like TurboTax is going all or nothing for the web...

rjs

Level 15

@bpalmer7440

The file name extension for last year's file should be .tax2024, not .tax_2024. This could have something to do with your problem. It looks like you either changed the file name or you are using the wrong file.

Note that you cannot open a 2024 file in the 2025 software. You can only transfer the data from 2024 when you first start your new 2025 tax return.

You have added on to a long thread that is nearly a year old and is only superficially related to your problem. The details are entirely different. I suggest that you post a new separate question of your own. In your question, be sure to explain exactly what "refuses to load" means. Exactly what happens when you try to transfer the 2024 file? At what point does the problem occur? If you get an error message, what is the entire exact message? Do not answer these questions here. I'm just giving you a suggestion for what to include in your new separate question.