Question

Incorrect information after importing previous year return, what do I do?

Forum|Forum|6 years ago
February 25, 2020
5 replies
0 views

I started the process of doing my taxes and noticed that the information in the 2018 column is incorrect. In fact, most entries are $0. When I compared these numbers to my "saved" PDF return from my records it's clear that something is wrong. It also shows the W2 Wages and Salaries as an incorrect number. What am I missing?

For the record, I am a long-time TurboTax user and have not experienced this issues in the past.

Thanks!

Kat11_2

Employee

Thank you for reporting this strange occurrence! One question: Are you using TurboTax Online or the Desktop (CD/Download) platform? I'll report this to TurboTax Moderators to see if there have been any other reports.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

RickG

We would possibly need more information, but from what you're telling us I can say that PDF files rarely carryover more than just personal info (name, address, SSN). You would need to use the .tax file from your prior year return to get a more proper transfer.

RickG

I may have misread or misunderstood your post, either way we would need a bit more information. What product are you using; did you clear and start again and get the same results?

H

HeatherNC

Same here. Turbotax is showing incorrect things for 2018, such as that I paid alimony, AND received alimony (!), and had farm income. The amounts are negligible, but I'm still not sure where these are coming from or how i can delete them.

J

JotikaT2

It depends.

Are you using the same log in from last year? Please see the following link to help you determine if this may have been a possibility.

Why didn't my information transfer over from last year

If you are not sure of your information used last year, see the attached Help for instructions on how to recover your login.

Account recovery if unsure of user ID

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

S

staceysobell

Just an FYI that I am also having the same problem. 2018 info shows wrong even though my saved return (PDF) is correct. To be clear, I did my 2018 tax return with Turbo Tax, so there is no reason the info should be incorrect. I am using the website, same as I always have done. And yes, using same log in as previous years.

C

carverrn

Same thing here. Noticed the 2018 state refund amount on my daughters return was wrong. Import says $256 but refund was $247. Payments and Withholdings imported correctly. I went back to the 2018 program and it was a $247 refund. And this is the most recent version of 2019 TT with all updates applied. ☹

J

JotikaT2

It depends.

Your state refund will either be fully taxable or even partially taxable depending upon how much the deduction affected your refund or tax liability.

All 3 of the following must be true:

You itemized deductions last year
You claimed state and local income taxes
Claiming the deduction helped you increase your federal refund or lower your tax bill

If all of the above applies for you, review your input to ensure the refund is entered in the correct place in the program:

Select Federal
Select Income & Expenses
Select Other Common Income
Select Refunds Received for State/Local Tax Returns
Proceed to enter the information and answer all of the questions
Enter through until you see the following screen.  Select Done.

Your next screens will ask you for information regarding your 2018 return. 

Based upon your entries, the program will determine if any of your state refunds are taxable and this may be why your amounts differ slightly.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

A

alibamamurray

This happened to me too. On my 2018 filing that I did in early 2019, it imported the taxable info amount from 2017. Shouldn't it just be importing the contact info details from the employer to save time? I wouldn't think it would import numerical values for fields that need to be verified and updated each year. But also, if there are issues migrating, why not turn the feature off until it's 100% certain it's functioning properly?

Want to know how I learned that this happened? The hard way through an audit and back taxes.

I have only used the web software version and have used it for years but it seems as thought there is likely a major issue with migrating data (which literally has no room for error especially when dealing with people's taxes).

No more TurboTax for me. Better off paying double to have it done right, someone who knows what they are doing and will likely actually help you if you are audited. This is the second time, an error on Turbo Tax resulted in learning a mistake was made with the filing (one year, they included a tax credit/deduction for a grad school credit that was only suppose to be applied to federal taxes but they applied it to state as well. then the state audited and said, we don't even offer that deduction and voila, back taxes are owed and the only person accountable is you).

T

taxychic

Me too! Past year returns saved in Turbotax account are grossly inaccurate. And I paid for the Deluxe too! The return that Turbotax has for one of my past recent returns says I'm married and I can assure you I have not been married for years and years and I don't even recognize the spouse! Thankfully, I logged into IRS website to retrieve my transcripts and was relieved that they have the correct data on file. However, I really do need a copy of past years returns THAT I PAID FOR (which I shouldn't have.) Turbotax, I'm disappointed. Is this because of the class action lawsuit that forced Intuit to pay millions of dollars for unethically charging lower income brackets a cost to file and now data integrity is comprised because the CEO coffers won't pay for tech support inside your own company? Not easy to remedy the situation with Turbotax. How can I contact Turbotax to get ACCURATE past returns that I paid for? You paid for the lobbyists. I paid for your product. Please provide me with what I accurately paid for.

M

Marissamerie

I also am having the same issue, and so glad I have saved a PDF because the filing was wrong, and I have my receipts of what we owed, but the errors showing from last year says I owe. I hope this doesn't withhold on my return this year.