2023 PDF not Transferring to 2024 return

Forum|Forum|1 year ago
March 29, 2025
1 reply
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Repeatedly imported 2023 PDF tax return into 2024 return it downloads and does not import to new return.

Best answer by MD97

Thank You so much. You were 100 percent correct. Corrected my issues immediately. Turbo Tax representative could not figure this out in 1 1/2 hrs over phone. Thanks Again.

xmasbaby0

Employee

You do not want a pdf----you want the tax file----the file called .tax2023 to transfer in when you start your 2024 return. You need to do that transfer at the very beginning before you enter anything for 2024--so you will need to clear and start over to transfer the tax file correctly.

How to transfer last year’s return?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=m6ayqk1s

CLEAR AND START OVER

https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

MD97AuthorAnswer

Thank You so much. You were 100 percent correct. Corrected my issues immediately. Turbo Tax representative could not figure this out in 1 1/2 hrs over phone. Thanks Again.