1040 SR

Forum|Forum|2 years ago
February 17, 2024
3 replies
0 views

Turbotax 2022 would not import into 2023. All entries need hand entry, import is major reason of using Turbotax. Now trying to save 2023 I find saving is 1040 SR and I will have same problem trying to import 2023 into 2024. I download Turbotax every year from Costco and I am over 80 years old, even old people want to have data imported from prior years. Congress may have required this but Turbotax should allow 1040 SR to import pdf files from prior years. Not a happy camper.

VolvoGirl

Employee

Hello, I'm a senior too and buy from Costco each year. You should not be transferring from the pdf. If you have been using the Desktop program you should have the data file ending in .tax2022 to transfer. You are picking the wrong file. The pdf only transfers your name, address, ssn and AGI. The pdf and .tax files should be in your Documents in a Turbo Tax folder.

And you can turn off the 1040 SR and save it as the regular 1040 form. Switch to Forms Mode and open the Info Wks. Scroll down to Part II Address and Federal Filing Status. There is Print Form 1040-SR instead of Form 1040 ....Yes or No.

Melow

That's all good info, and I am aware of how to transfer previous years files into the current TurboTax. I always save files as .tax20** and also as a PDF. HOWEVER, my SSD became corrupt and had to be replaced and all my .tax20** files and programs are gone. I have the 1040-SR pdf = which TutboTax does NOT transfer and I don't have an existing .tax20** file to transfer. So I totally understand this fellows frustration about transferring PDFs for 1040SR.

Your information may clear up his issue moving forward, but unfortunately it can't help me.

VolvoGirl

Employee

Here's an idea. Do you still have 2022 installed? Try opening 2022 program and see if you can get your 2022 return to show up in it. Go to FILE - OPEN.

Then in the 2022 program do a File-Save AS and give it a easy name you can find or search for. And note where it saves it or select where to save it so you can find it again. The file will end in .tax2022. Then close the 2022 program. Then start a new 2023 return and transfer from the .tax2022 file.

LindaS5247

Make sure you're signing in with the same user ID that you used last year.

If you do not have this information Use our account recovery tool to see if you have other user IDs tied to your email address.

See these tips for transferring your prior year's data:

See this is if you used the TurboTax Desktop software last year

Sign in to TurboTax Online and start a new return, or open or continue a return you already started.
Select Tax Tools and then Tools.
Select Transfer last year's TurboTax return from your computer.
- If you don’t see this option, you may need to clear and start over.
Follow the instructions to finish transferring your file.

You won't be able to transfer a PDF, it must be a tax data file with a filename extension .tax2022.
Remove any password protection from the data file before transferring.
If you already started your 2023 return in TurboTax Online, transferring will clear any info you have already entered.