Will not transfer the file. 2023 to 2024

Forum|Forum|1 year ago
December 20, 2024
1 reply
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Good News finds my last year file but continues to search. 20 minutes later still searching... Will not transfer in the file (correct file.)

Best answer by GlennWo

I'm at a loss. Try calling TurboTax support. With your permission, they can look at your screen and see what's going on.

I was having the same issue. I would click on the Transfer button and it would say reading file info and then come back to the same screen as if you had not clicked on the transfer button. In troubleshooting this I pulled up 2023 Turbo Tax and it went through the updates. I then tried to open my 2023 Tax Return and got an error that it was an invalid file. Luckily I had the '~' backup file from a few days earlier which it was able to open. Only difference in the two files was checking the efile status. I did an online status check with the older file and re-saved the file. Then used that file to import into 2024 and all is well.

Bottom-line (at least for me) is that 2024 Turbo Tax and the updated 2023 Turbo Tax thought my file was corrupted. I tried some backups of that same exact file with the same result. I filed on Feb 2nd 2024 (date of the file) and I suspect the file format might have changed slightly which was causing the issue.

As a minimum, 2024 Turbo Tax should give an invalid file error when attempted to transfer a 2023 file it doesn't understand versus performing a silent error and going back to the previous screen as it did for me.

rjs

Employee

Ignore the fact that it continues to search. When you see the correct file in the list, click the "Transfer Return" button next to that file, even though it's still searching.

taterdayAuthor

I did what you suggested prior to posting. I even cold booted my system and tried again.

I have experienced this problem, in prior years with different solutions. One year the solution was to update last year's product, open that file, and save. I have not tried that.

Thanks for the support. I appreciate help!

rjs

Employee

What exactly does "will not transfer" mean? What happens when you click the "Transfer Return" button for the file that you want to transfer from? If you get an error message, what is the complete exact message?

Are you using TurboTax in Windows or on a Mac?

Do try opening and saving the 2023 file that you want to transfer.

If you have multiple 2023 tax returns with similar names, make sure you are transferring the correct one.