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January 27, 2024
Question

How to transfer data from my 2022 turbo tax return to my 2023 turbo tax return?

  • January 27, 2024
  • 1 reply
  • 0 views
transfer 2022 basic data such as1099 info

1 reply

DoninGA
Employee
January 27, 2024

You have to use the exact same User ID that you used to create the 2022 online account for the 2023 online account.  When a new 2023 return is started the program will transfer the 2022 tax data to the 2023 tax return.

March 12, 2024

I've started my 2023 return but my 2022 tax info was not transferred

 

VolvoGirl
Employee
March 12, 2024

If you want to transfer from 2022 you will have to start over.  You can transfer it again but doing this will also clear out all your current entries. If you haven't filed, registered or paid you can try to clear and start over
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-clear-and-start-over-in-turbotax-online/00/26444

 

How to Transfer into the Online version
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-transfer-last-year-s-return-into-turbotax-online/00/25953