Skip to main content
February 2, 2024
Solved

When I started 2023 return, you gave me an option to transfer 2022 tax return data to 2023. I closed 2023 Turbo Tax, reopened it and don't see this choice now.

  • February 2, 2024
  • 2 replies
  • 0 views
No text available
Best answer by DoninGA

The option to transfer the 2022 tax data to the 2023 tax return is only available when you start a new tax return, not after you started.

To have the 2022 tax data transferred you will need to clear your tax return and start over.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.

2 replies

Employee
February 2, 2024

The transfer of 2022 in to 2023 has to be done at the very beginning before you enter any 2023 information.

How to transfer last year’s return? https://ttlc.intuit.com/questions/1900883

 

 

**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.**
DoninGA
DoninGAAnswer
Employee
February 2, 2024

The option to transfer the 2022 tax data to the 2023 tax return is only available when you start a new tax return, not after you started.

To have the 2022 tax data transferred you will need to clear your tax return and start over.

 

If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over. Click on Tax Tools on the left side of the program screen while working on the 2023 online tax return. Click on Clear & Start Over.