First, ensure the following situations don't apply to you:
- By design, TurboTax only transfers information from the previous tax year, it won't let you skip years when transferring.
- In other words, you can't transfer your 2018 or 2019 data into your 2021 return.
- TurboTax will only transfer information from a return that uses the same main form.
- For example, you can't transfer data from a corporate (Form 1120) return into a partnership (Form 1065) or individual (Form 1040) return.