What are the critical data to transfer from TT desktop to online?

[masonparent]

I have already started my 2024 return and realized I did not transfer last year 2023 data from desktop to online, now I cannot do it as it doesn't allow.

What are the critical data that I need to make sure TT knows from my 23 return for 24? Last year I got refunds from both Fed and state. No stock gain or loss carry over, no 529 over contribution, to carry over, etc. I think it needs to know my state refund but I did not get the form from state yet.

I am filing jointly, wife no job, one kid in college, no business/rental, simple return.

Thanks all in advance!

[DoninGA]

Other than the state tax refund, there is nothing from the 2023 tax data file you need, based on your post.  And if you only used the Standard Deduction for 2023, the state tax refund would not be entered on your 2024 tax return.

[masonparent]

@DoninGA 

Thanks for your quick reply!

Yes I used standard deduction. 

I already manually typed in the personal info, like SSN, address etc for all family members.

Thanks again!