Question

How to import 2022 tax return file when half way through my 2023 tax return?

Forum|Forum|2 years ago
April 13, 2024
1 reply
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I am almost complete my 2023 income tax returns just to find out that many data that should be carried over from 2022 is not there. Is there a way to add the 2022 tax file in the middle of the process for the 2023 return? Starting over just going to half day of effort that I have already put in. I am using Turbo Tax Desktop for MAC.

This help article mentions, "Select Begin and choose Use a tax return that's on my computer". But the interface shown on my Turbo Tax app very different prompt and does not show anything like a "Begin" button. It is very misleading.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-pdf-2021-turbotax-mac/L0CZNUhsK_US_en_US?uid=luy75v3u

X

xmasbaby0

Employee

You have to do the transfer of the 2022 tax file at the very beginning----BEFORE you enter any 2023 information. You cannot transfer 2022 in when you are already in the middle of preparing the 2023 return. So...either you live with entering information from scratch this time or you clear it and start over.

Launch your program---- do you not see the word "Begin" to the left of the photo on that screen?

**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.**

C

CC-OceanBlueAuthor

There no such a word "Begin" or anything similar to the left on that screen. The online instruction is relevant and useless. It has been a terrible experience using Turbo Tax 2023 Desktop for MAC.

X

xmasbaby0

Employee

And...you are trying to use directions to transfer a pdf---which is next to useless. You need the tax file--not a pdf.

Screenshot 2024-04-13 at 9.48.44 AM.png

How to transfer last year’s return? https://ttlc.intuit.com/questions/190088

**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.**